Estate Administration & Tax Paralegal

Offit Kurman is seeking an experienced Estates & Trusts Paralegal to join our Bethesda 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


• Experience with Tax Forms (706s, 1041s, and MD MET-1, etc)
• 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


• 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:

• 3+ 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. Travel to Columbia once a week will be needed.

Interested candidates should send resume to Jaclyn Famiglietti

*Recruiters should contact Jaclyn directly.