Estates Paralegal (Bethesda)

Seeking a Paralegal with 3-4 years of experience in Estate Administration to support a busy department, 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. Experience with DC and VA probate laws and drafting of estate planning documents in all three jurisdictions is a plus.

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 returns

Excellent oral and written communication skills are required; position entails heavy contact with clients, courts and multiple companies. Candidate must be professional, diligent and have the ability to work both collaboratively and independently. Computer proficiency required; candidate must have experience with accounting and tax software.

To apply, email resume to Charlotte Gillespie (charlotte.gillespie@offitkurman.com) and include “Estates Paralegal” in the subject line