What are the responsibilities and job description for the Remote Paralegal - Trusts & Estates | WFH position at Get It - Real Estate?
Job Title: Trusts & Estates Paralegal - Remote | WFH
Job Overview
We are actively seeking a meticulous and seasoned Trusts & Estates Paralegal to provide essential support to attorneys and clients in navigating intricate estate and trust administration matters throughout the DC, Maryland, and Virginia areas. In this pivotal role, you will assist in the preparation, management, and filing of critical documents associated with estate planning, trust administration, and probate issues. Collaboration with clients and professionals will be a fundamental aspect of your responsibilities in a dynamic, client-driven environment.
Key Responsibilities
This role presents an excellent opportunity for professional advancement, allowing you to enhance your expertise in fiduciary accountings and tax preparation while potentially stepping into increased responsibilities within our esteemed firm.
Company Culture and Values
Our culture is centered on client dedication and teamwork, fostering collaboration among attorneys and paralegals in an environment that prioritizes effective communication and strong professional relationships. Join us to be part of a supportive workplace that values your contributions.
Employment Type: Full-Time
Job Overview
We are actively seeking a meticulous and seasoned Trusts & Estates Paralegal to provide essential support to attorneys and clients in navigating intricate estate and trust administration matters throughout the DC, Maryland, and Virginia areas. In this pivotal role, you will assist in the preparation, management, and filing of critical documents associated with estate planning, trust administration, and probate issues. Collaboration with clients and professionals will be a fundamental aspect of your responsibilities in a dynamic, client-driven environment.
Key Responsibilities
- Draft, revise, and review vital probate and estate administration documents, such as petitions for probate, inventories, accountings, and tax returns.
- Oversee trust administration functions, including accountings and the filing of fiduciary income tax returns.
- Engage with clients through various communication channels, including in-person meetings, phone calls, emails, and video conferencing.
- Collect and organize comprehensive information regarding the assets and liabilities of estates and trusts.
- Prepare and maintain financial records for estate tax returns and audits.
- Review and edit estate tax returns as needed.
- Draft accountings and settlement documents for both informal and formal estate and trust resolutions.
- Strong communication skills, both written and verbal, with the ability to effectively engage with clients and colleagues.
- Exceptional organizational capabilities, enabling the management of multiple tasks independently while ensuring meticulous attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat.
- A high degree of discretion and sensitivity when managing confidential information.
- Willingness to extend working hours outside of regular business times to fulfill client requirements.
- 3-5 years of experience as a Trusts & Estates Paralegal, demonstrating expertise in fiduciary accountings and tax preparation.
- Notary license preferred (MD).
This role presents an excellent opportunity for professional advancement, allowing you to enhance your expertise in fiduciary accountings and tax preparation while potentially stepping into increased responsibilities within our esteemed firm.
Company Culture and Values
Our culture is centered on client dedication and teamwork, fostering collaboration among attorneys and paralegals in an environment that prioritizes effective communication and strong professional relationships. Join us to be part of a supportive workplace that values your contributions.
Employment Type: Full-Time
