Paralegal (Estate Planning)
About The Position
Stein Sperling is a mid-sized law firm in Montgomery County, MD, with over 45 years of client-focused service. Our dedicated team practices with compassion and integrity, ensuring we meet our clients’ needs in a collegial environment. Stein Sperling is seeking a highly organized and experienced Estate Planning Paralegal to join our growing Trusts & Estates Practice Group. This role is essential in supporting attorneys with estate planning, trust and estate administration, and accompanying probate matters, while also helping to ensure a seamless and responsive client experience from initial intake through file closure. The ideal candidate will bring prior experience in trusts and estates administration, with a strong understanding of estate planning concepts, fiduciary responsibilities, and probate procedures. This position requires both substantive legal support and coordination responsibilities, serving as a key liaison between attorneys, clients, financial institutions, and other professionals. In this role, the paralegal will assist attorneys with all aspects of estate and trust planning, including meeting with clients to discuss their estate planning goals and objectives; prepare and draft estate planning documents such as Wills, Trusts, Powers of Attorney, Advance Directives, and related instruments; review and revise existing estate plans to ensure they reflect current client wishes and comply with applicable law; assist with the preparation, review, and organization of asset summaries, beneficiary designation forms, and funding documentation for trusts; communicate with clients, financial advisors, insurance professionals, and other third-party professionals involved in the estate planning process; maintain organized case files and attorney calendars; coordinate new client and matter intake by gathering and organizing relevant information and ensuring compliance with firm policies; serve as an initial point of contact for prospective clients and facilitate a smooth onboarding process; schedule meetings and manage correspondence with clients and third-party professionals; oversee aspects of file management, including document organization and coordination of file closing procedures in collaboration with billing and finance; and act as a liaison among clients, attorneys, and external partners while maintaining professionalism and confidentiality at all times.
Requirements
- Minimum of 2-3 years of experience in trusts and estates planning
- Strong understanding of estate planning, trust structures, probate, and fiduciary administration.
- Exceptional organizational skills and attention to detail.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office Suite and document management systems.
- Ability to manage multiple priorities in a fast-paced environment while handling sensitive and confidential information with discretion.
- Professional demeanor with a proactive, client-focused approach.
Nice To Haves
- Prior experience in a law firm, private bank, trust company, family office, or wealth management environment preferred.
- Familiarity with legal billing software and client relationship management tools is a plus.
- Experience with drafting and recording real estate deeds is preferred.
- Knowledge of estate tax return preparation is a plus.
Responsibilities
- Assist attorneys with all aspects of estate and trust planning
- Meet with clients to discuss their estate planning goals and objectives
- Prepare and draft estate planning documents such as Wills, Trusts, Powers of Attorney, Advance Directives, and related instruments
- Review and revise existing estate plans to ensure they reflect current client wishes and comply with applicable law
- Assist with the preparation, review, and organization of asset summaries, beneficiary designation forms, and funding documentation for trusts
- Communicate with clients, financial advisors, insurance professionals, and other third-party professionals involved in the estate planning process
- Maintain organized case files and attorney calendars
- Coordinate new client and matter intake by gathering and organizing relevant information and ensuring compliance with firm policies
- Serve as an initial point of contact for prospective clients and facilitate a smooth onboarding process
- Schedule meetings and manage correspondence with clients and third-party professionals
- Oversee aspects of file management, including document organization and coordination of file closing procedures in collaboration with billing and finance
- Act as a liaison among clients, attorneys, and external partners while maintaining professionalism and confidentiality at all times
Benefits
- Health Insurance including Dental, Vision, Long-Term Disability and Life Insurance.
- Flexible Spending Accounts
- 401(K)
- Profit Sharing Plan
- Holiday and Birthday Leave
- PTO Leave
- Free Parking
- Wellness Initiatives
- Employee Assistance Program
- All benefits are subject to availability, eligibility requirements and company policies and practices.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
