Montgomery County, MD/Hybrid
Salary Flexible – Depends on Experience
Trusts and Estates Paralegal
This law firm is seeking a Trusts and Estates Paralegal to grow a busy practice group. The ideal candidate has a fine eye and attention to detail, professionalism while communicating with clients and attorneys, and excellent writing, proofreading and editing skills. The Trusts and Estates Paralegal will be hands-on with attorney support across all facets and processes internally and externally facing. If you never miss deadlines, enjoy managing a busy portfolio and complete administrative tasks with a sense of urgency, send us your resume today!
About the Job:
- Organize, schedule and attend client meetings and appointments.
- Quickly respond to inbound inquiries, requests, and follow-up meeting materials with internal and external contacts.
- Prepare estate tax returns, financial spreadsheets, and probate forms as needed.
- Coordinate administration of trusts and estates and the transfer of assets into trusts.
- Assist with asset valuations, organizing assets, and preparing property deeds and similar documents.
- Maintain estate bank accounts and files.
- Communicate effectively with busy attorney practice group on deadline shifts, client needs and external party liaison efforts.
About the Culture:
- Consistently recognized as one of the top law firms in Montgomery County, MD.
- Special emphasis on diversity and inclusion.
- Hybrid work environment.
About the You:
- Experienced. You have at least three years of experience in trusts, estates, tax, and/or finance practice groups. Previous knowledge of fiduciary income tax principles is a plus.
- Detail oriented. You have an appreciation for quality work and always meet deadlines.
- Organized. You work efficiently in a fast-paced environment and can be trusted to stay on top of your projects.
- Service oriented. You always put the client first and deliver top service.
- Highly communicable. You are skilled at keeping open lines of communication as an active liaison between attorneys and clients.
- Tech-savvy. You are proficient operating across Microsoft products, research portals and client databases.
Diversity, Inclusion, and Equal Employment Opportunity Statement
Essential to Hawthorne Lane’s success is our ability to attract talent from a range of backgrounds. Our network reflects the diverse community around us, and we believe in a workplace where everyone feels valued and empowered to succeed. Applicants will not be discriminated against on the basis of race, color, creed, religion, sex, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.
To apply, please send resume to recruiter@hawthornelane.com.