Paralegal

Paralegal Position

We are looking for a detail-oriented paralegal to support a trusts and estates practice in Baltimore, Maryland. This role focuses on guiding estate and trust matters from initiation through completion, with substantial involvement in tax-related filings, beneficiary communications, and fiduciary documentation. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage multiple deadlines in a client-facing legal environment.

Responsibilities:

• Oversee probate administration from opening through final resolution, ensuring filings, deadlines, and court-related requirements are completed accurately and on time.

• Support the administration of trusts by preparing fiduciary accountings, coordinating distributions, and maintaining organized records for ongoing matters.

• Draft and assemble federal and state estate tax returns, while assisting with tax calculations and scenario-based projections related to estate and trust matters.

• Coordinate the collection of valuation materials and work with appropriate parties to obtain appraisals needed for estate administration and tax reporting.

• Facilitate the preparation of individual and fiduciary income tax return materials by gathering financial information and working closely with internal and external stakeholders.

• Communicate with clients, beneficiaries, attorneys, accountants, and other professionals to keep matters moving efficiently and provide clear status updates.

• Manage a high-volume workload with careful attention to detail, prioritizing competing tasks across complex estates and a range of trust structures.

• Use legal and office technology to prepare documents, organize case information, track deadlines, and support the overall workflow of the trusts and estates team.