What are the responsibilities and job description for the Trusts & Estates Paralegal (Hybrid) ($120,000 / annually) position at Direct Talent Solutions?
Job Description
Job Description
Position : Trust and Estates Paralegal
Location : Baltimore, MD
Full Time : Yes (Hybrid - 3 days in office, 2 days remote)
Salary Range : $80k-$120k annually Full Benefits
About the Firm
This is a well-established law firm headquartered in Washington, D.C., with roots in Baltimore and multiple offices across the United States. The firm specializes in regulatory compliance, litigation, corporate law, and investigations, serving a diverse range of clients. With a focus on empowering their clients, the firm prides itself on delivering personalized legal services and expert solutions.
Job Summary
The Trust and Estates Paralegal will collaborate with attorneys and clients on complex estate and trust administration matters primarily in DC, Maryland, and Virginia.
Responsibilities
- Draft, edit, and review probate and estate administration documents, including petitions for probate, inventories, accountings, and tax returns.
- Handle trust administration duties, including accountings and filing fiduciary income tax returns.
- Interact with clients through in-person meetings, phone calls, emails, and video conferencing.
- Collect and organize information on the assets and debts of estates and trusts.
- Prepare and organize financial records for estate tax returns and audits.
- Prepare, edit, and review estate tax returns.
- Draft accountings and settlement papers for informal and formal estate and trust settlements.
Qualifications
Salary : $80,000 - $120,000