What are the responsibilities and job description for the Paralegal position at Trustpoint.One?
Trustpoint.One is assisting an Am-100 law firm in seeking a Trust & Estates Paralegal to join their offices in either Baltimore or Towson on a direct-hire opportunity. This role is hybrid and will require 3 days in the office.
The professional will work closely with attorneys and clients on complex estate and trust administration matters in DC, Maryland, and Virginia.
Responsibilities of the Trust & Estates Paralegal :
- Draft, edit, and review probate and estate administration documents including petitions for probate, inventories, accountings, and tax returns
- Trust administration duties including accountings and filing fiduciary income tax returns
- Interact with a wide variety of clients in person, on the phone, via email, and video conferencing
- Gather information regarding the assets and debts of an estate and / or trust
- Assemble and organize financial records for estate tax returns and audits
- Prepare, edit, and review estate tax returns
- Prepare accountings and settlement papers for both informal and formal settlement of estates and trusts
Qualifications of the Trust & Estates Paralegal :
This is a great opportunity for anyone looking to gain experience in an Am-100 firm that prioritizes employee development. Interested and qualified candidates should apply using their updated resume.
Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training
