Legal Staff Paralegal in Bethesda, MD

Law Firm

Bethesda, MD

Legal Staff Paralegal in Bethesda, MD

Legal Staff

No

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Estate Paralegal (Bethesda) The candidate's position entails performing a wide range of complex estate administration functions requiring knowledge of estates and trusts, estate planning, investments, as well as a general understanding of MD probate and tax laws. Prepare probate petitions, Inventories, and Administration Accounts. Create valuation reports for securities using valuation software. Assist with the sale and transfer of assets, including real estate. Prepare various Probate filings and prepare attorneys for court proceedings. Schedule and manage court filings in timely manner. Maintain and balance Estate and Trust checkbooks. Prepare Receipts and Releases in connection with distributions from an estate or trust. Prepare Federal and Maryland estate tax returns. Should have 5+ years of experience as a Paralegal in Estate Administration and Estates Planning. Should have experience with accounting and tax software; with experience interacting with clients, courts, and multiple companies.