Trusts & Estates Paralegal - Columbia, MD
Offit KurmanColumbia, MD
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Job Description
Offit Kurman is seeking an experienced Estates & Trusts Paralegal to join our Columbia, MD office. This role provides critical support in estate and trust administration and estate planning matters.
Responsibilities include:
- Preparing court filings and maintaining records for estate and trust administration
- Managing deadlines for court and tax filings
- Coordinating asset retitling (real estate, securities, etc.)
- Communicating with financial institutions on account matters
- Obtaining EINs from the IRS
- Drafting correspondence and maintaining communication with Executors, Trustees, and beneficiaries
- Working with accountants and tax professionals on filings
- Drafting estate planning documents (POA, HCP, LW, trust letters); ILS familiarity a plus
- Finalizing documents for execution
- Assisting with trust funding, including deeds and co-op apartment transfers
- Serving as a client liaison and providing regular updates
Requirements:
- 5+ years of estate planning experience.
- Strong organizational, communication, and time management skills
- Ability to handle confidential matters with discretion and professionalism
- Work in the office daily for the first 90 days, 4 days a week, 1 day remote thereafter.
Interested candidates should send resume to Leigh Novack
*Recruiters should contact Leigh directly.