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Growth Solutions Team · 14 hours ago

Estate and Trust Paralegal

Columbia, MD

Full-time

Onsite

Entry, Mid Level

$61K/yr - $85K/yr

2+ years exp

Growth Solutions Team is seeking an Estate and Trust Paralegal to support attorneys in various aspects of estate planning, trust administration, and probate matters. The role involves assisting with document preparation, client communication, and ensuring compliance with legal requirements.

AdviceConsultingManagement ConsultingTraining

Hiring Manager

Beth Locke Schulz

Responsibilities

Assist with trust and estate administration, including gathering and organizing client information, asset inventories, and financial documentation

Draft, review, and prepare fiduciary accountings, trust and estate correspondence, and required legal documents

Prepare and file court documents related to probate and trust administration

Support attorneys in drafting estate planning instruments, including wills, trusts, powers of attorney, and advance medical directives

Coordinate execution of client documents and assist with maintaining and updating client planning schedules

Serve as a liaison between the firm, clients, beneficiaries, fiduciaries, and other professional advisors (e.g., accountants)

Provide timely case status updates, gather information from clients, and assist with client meetings

Conduct legal research related to estate planning, probate, and trust administration matters

Stay current with relevant state and federal laws affecting estate and trust matters

Maintain organized electronic and physical case files, track deadlines, and assist with billing as needed

Monitor case progress and follow up to ensure timely completion of tasks and filings

Qualification

Estate planningTrust administrationProbate workLegal researchFile managementLegal draftingCase management softwareMultitasking abilitiesNotary Public certificationOrganizational skillsCommunication skills