Paralegal (Estates & Trusts) - Remote & In-Person Opportunities Available jobs in United States
cer-icon
Apply on Employer Site
company-logo

Stein Sperling · 1 month ago

Paralegal (Estates & Trusts) - Remote & In-Person Opportunities Available

Stein Sperling is a mid-sized law firm in Montgomery County, MD, with over 45 years of client-focused service. They are seeking an experienced Trusts & Estates Paralegal to support their busy and growing trusts and estates practice, ensuring the seamless administration of estates and trusts while providing exceptional service to clients.

Consulting
check
H1B Sponsor Likelynote

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

Qualification

EstateTrust administrationMicrosoft Office SuiteDrafting real estate deedsEstate tax return preparationOrganizational skillsAttention to detail

Required

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

Preferred

Experience with drafting and recording real estate deeds
Knowledge of estate tax return preparation

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

Company

Stein Sperling

twittertwitter
company-logo
Stein Sperling is a full-service law firm with operations across Maryland.

H1B Sponsorship

Stein Sperling has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Tara Mobley
Chief Executive Officer
linkedin
leader-logo
Donald Sperling
Owner
linkedin
Company data provided by crunchbase