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Estates & Trusts Paralegal

Date Posted: 9/11/2020

Job #1576772
Permanent
Baltimore, Maryland
Professional
ESTATES & TRUSTS PARALEGAL (Baltimore) A Baltimore law firm has a great opportunity for an estates & trusts paralegal to become and integral part of their highly experienced practice group.

Responsibilities:

  • Maintain Estate Administration files
  • All aspects of probate process, preparing forms on Faster software and filings
  • Obtain Estate Tax Identification Numbers
  • Preparation of Federal and State Estate tax returns
  • Client meetings, contact and interaction
  • Assist Personal Representatives with locating assets, creditors, and debts; opening bank accounts; valuing and inventorying assets; preparing Administration Accounts; Petitions for filing in Orphans’ Courts throughout the State of Maryland
  • Maintain and reconcile estate checking account ledgers

Requirements:

  • At least 3-5 years’ experience as a trust and estate paralegal; education or background in account may be considered in lieu of paralegal experience
  • Experience with software such as Faster, Quicken and Microsoft Office
  • Undergraduate degree and/or paralegal certification
  • Accounting background
  • Excellent organizational and interpersonal skills

WHY LUCAS GROUP?

Lucas Group is a leading national executive recruitment firm, ranked in top five on Forbes’ list of Best Professional Recruiting Firms in 2020.

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