Paralegal (Estates & Trusts) - Remote & In-Person Opportunities Available
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 an experienced Trusts & Estates Paralegal to support our busy and growing trusts and estates practice. This role is essential to ensuring the seamless administration of estates and trusts while providing exceptional service to our clients. Primary job duties include meeting with clients and the supervising attorney to assist with the estate and trust administration process; communicating with estate and trust fiduciaries; reviewing estate planning documents, such as Wills and Trusts; preparing and drafting probate petitions, accountings, and financial statements; performing legal research; maintaining attorney calendars and case files; communicating with the Register of Wills Office, various courts, creditors, and third party attorneys; serving as a liaison between the client and attorney; and preparing, reviewing, and organizing estate tax returns with the accompanying supporting documentation.
Requirements
- 2–3 years of experience in estate and trust administration or related legal work.
- Strong organizational skills and attention to detail.
- Proficiency in Microsoft Office Suite and other relevant software.
Nice To Haves
- Experience with drafting and recording real estate deeds is preferred.
- Knowledge of estate tax return preparation is a plus.
Responsibilities
- meeting with clients and the supervising attorney to assist with the estate and trust administration process
- communicating with estate and trust fiduciaries
- reviewing estate planning documents, such as Wills and Trusts
- preparing and drafting probate petitions, accountings, and financial statements
- performing legal research
- maintaining attorney calendars and case files
- communicating with the Register of Wills Office, various courts, creditors, and third party attorneys
- serving as a liaison between the client and attorney
- preparing, reviewing, and organizing estate tax returns with the accompanying supporting documentation
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
