Estate Planning Paralegal

Quadrant, Inc.


<div class="isg-job-description-header”>Job Description

Estate Planning Paralegal

Bethesda, MD

Pay From: $75,000 per year

MUST:

Experienced Estate Planning Paralegal

2+ years of estate paralegal experience

1+ years of experience with estate tax preferred

Excellent written and verbal communications skills

Experience with open probate, prepare court filings, inventory assets, manage asset liquidation, and handle trust funding/distributions.

Must be self-driven and self-starter

Demonstrated proficiency in legal research and writing

Strong organizational and client relationship building skills
DUTIES:

Drafting estate planning documents

Estate planning for simple and sophisticated estate plans

Assisting with valuing estate assets and coordinating with financial institutions.

Helping with court filings, asset transfers, tax returns, and creditor claims after death.

*Quadrant, Inc. is an equal opportunity and affirmative action employer. Quadrant is committed to administering all employment and personnel actions on the basis of merit and free of discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or status as an individual with a disability. Consistent with this commitment, we are dedicated to the employment and advancement of qualified minorities, women, individuals with disabilities, protected veterans, persons of all ethnic backgrounds and religions according to their abilities.

 

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