Insight Global is seeking an experience Estates and Trusts Paralegal to join the Baltimore office of an AM 200 law firm. This role researches estate and probate law, drafts legal documents, handles trust and estate administration, provides client consultations and manages administrative tasks on behalf of the supervising attorney. The Estates and Trusts Paralegal will also draft and file accountings as well as death and fiduciary tax returns.
ESSENTIAL FUNCTIONS AND JOB RESPONSIBILITIES:
-Coordinate probate court filings and recordings, including research and familiarity with local rules and probate court
-Prepare probate administration paperwork, including administration accounts, court petitions, orders, deeds, certifications, etc.
-Coordinate post-death non-probate administration
-Communicate with clients and professional advisors relating to routine acts of estate administration
-Prepare Gift Tax, Estate Tax, and Fiduciary income tax returns.
-Input financial data to prepare and file accountings
-Work with clients financial advisors on proper titling of accounts
Compensation:
$90K to $105K per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Benefits are provided.
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-5+ years of experience working as a trust and estate paralegal with minimal supervision
-High school diploma or GED Bachelors degree or paralegal certificate preferred
-Experience in Maryland State Probate administration, lolcal probat administration and knowledge of estate planning documents and concepts
-Must know how to prepare gift tax, estate tax, and fiduciary income tax returns
-Experience with GEMs, OneSource Estate and Trust, and CCH ProSystems platform a plus
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.