Estate Paralegal
- Employer
- Offit Kurman
- Location
- Bethesda, MD
- Closing date
- Oct 10, 2022
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- Industry
- Law
- Function
- Paralegal and Legal Secretary
- Hours
- Full Time
- Career Level
- Experienced (Non-Manager)
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Offit Kurman, one of the fastest growing full-service law firms, seeks a Paralegal with 5+years of experience in Estate Administration and Estates Planning in our Bethesda, MD office. The 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.Job duties include:*Prepare probate petitions, Inventories and Administration Accounts*Create valuation reports for securities using valuation software*Assist with sale and transfer of assets, including real estate*Prepare various Probate filings and prepare attorney for court proceedings*Schedule and manage court filings in timely manner*Maintain and balance Estate & Trust checkbooks*Prepare Receipts and Releases in connection with distributions from an estate or trust*Prepare Federal and Maryland estate tax returnsDesired Qualifications:*Minimum of 5+ years of experience as a Paralegal in Estate Planning and Administration*Experience with accounting and tax software*Experience interacting with clients, courts and multiple companiesOffit Kurman is one of the fastest-growing, full-service law firms in the United States. We offer a collegial and professional work environment, as well as competitive salary and benefits, to include Paid Time Off and 401(k) matching. We are a proud EEO employer and we are committed to a diverse workforce.
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