Estates, Trusts and Probate Paralegal

Estates Trusts and Probate Paralegal

Shulman Rogers Estates Trusts and Probate practice group is seeking a paralegal with 2 years of experience in estate and trust administration. The ideal candidate will provide substantive legal support to our attorneys in all aspects of trust and estate administration. This position requires a strong understanding of probate procedures estate and trust administration a comfort level with various electronic software used to prepare estate and trust accounting and a high level of organizational and communication skills.

Responsibilities:

• The preparation of probate filings for Maryland District of Columbia and Virginia.
• Assisting with administration of estates and trusts from inception to close including but not limited to the sale and transfer of assets.
• Preparation of Federal and State estate tax returns.
• Overall management of estate and trust administration in a timely manner.

Education and Experience:

• A bachelors degree and/or paralegal certificate.
• Excellent verbal and written communication skills including comfort and skill in speaking with clients and other professionals.
• Strong computer skills including probate-specific tax and accounting computer software (GEMS preferred). Experience with EVP iManage and Microsoft Office a plus.
• Critical attention to detail the ability to manage a large case load strong math skills and an understanding of basic estate and income tax concepts.
• A familiarity with local probate procedures preferred but not absolutely necessary.

The desired candidate will have the ability to work both independently and as part of a team.

This is a full-time in-office position.

We offer a competitive salary benefits package and work-from-home flexibility along with opportunities for professional growth and development.