What are the responsibilities and job description for the Estates and Trusts Paralegal position at Default Portal?
Offit Kurman, a growing full-service law firm, seeks an Estate Planning Paralegal to join its Tysons Corner, VA office as an integral part of the Estate Planning & Administration team. The paralegal will assist attorneys with a variety of duties related to estate planning & administration. The position entails performing a wide range of complex estate administration functions requiring knowledge of estates and trusts, estate planning, investments, Medicaid regulations, as well as a general understanding of probate and tax laws.
Duties include, but are not limited to:
- Administration of decedents' estates, including the preparation of probate, administration and related Surrogate's Court filings.
- Preparation of gift and estate tax returns and software; familiarity with fiduciary accountings, a plus.
- Preparation of real property deeds and related transfer documents.
- Communicate directly with sophisticated estate planning and elder law clients.
- Draft standard estate planning documents (i.e. powers of attorney, wills, and health care directives, etc.).
- Facilitate trust administration, including assisting with the funding of trusts and related tasks.
- Preparation of Medicaid applications a plus.
Desired Qualifications:
- Minimum of 3 years of experience as a Trusts and Estates Paralegal.
- Excellent communication skills both verbally and written.
- Meticulous attention to detail, excellent organizational and technological skills, time management and the ability to meet deadlines in a fast-paced work environment.
- Proficiency in Microsoft Office 2017 or newer (Outlook, Word, Excel and PowerPoint), Internet research skills, document management systems, attorney time entry software.
Recruiters should reach out to Leigh Novack directly
Offit Kurman is one of the fastest-growing, full-service law firms in the United States. Offit Kurman offers a collegial, comfortable, and professional work environment, as well as competitive salary and benefits, to include Paid Time Off and 401(k) matching. We are a proud EEO employer and we are committed to a diverse workforce.
Salary : $80,000 - $120,000
