Job Title: Trust & Estates Paralegal 

Location: Hunt Valley, Maryland

Salary/Payrate: $100K+ aggressive compensation package + bonus (DOE)

Benefits: Full benefits, free parking

Work Environment: Extremely flexible hours (including school pick-up), but onsite required

Term: Full-Time or Part-Time

Referral Fee: AMS will pay $500 should the person you refer gets hired

Job Description:

A well-established boutique law firm working with High-Net-Worth clientele in Hunt Valley is seeking an experienced Trust & Estates Paralegal to support sophisticated estate and trust administration and fiduciary tax matters. This is not a basic estate planning role — the focus is on administration, tax filings, and trust organization work.

The firm is open to:

• Trust & Estates Paralegals seeking full-time or part-time schedules
• Attorneys looking to return to the workforce in a non-attorney capacity

Responsibilities

• Support attorneys with estate and trust administration matters
• Prepare and file probate and administration-related documents
• Maintain banking ledgers and compile asset inventories
• Assist with fiduciary tax filings, including:
• Form 706 (Estate Tax)
• Form 709 (Gift Tax)
• Form 1041 (Estate & Trust Income Tax)
• Draft estate and trust administration documents
• Coordinate with financial institutions and outside professionals
• Manage electronic and paper files

Additional Duties

• Assist with deed preparation and filings
• Proofread and format legal documents
• Prepare charts, summaries, and presentations
• Attend meetings and prepare detailed notes
• Conduct legal research and due diligence

Qualifications

• 3+ years of hands-on trust and estate administration experience
• Strong probate and fiduciary process knowledge
• Experience with fiduciary tax returns (706/709/1041) required
• High proficiency in Microsoft Word and Excel
• Comfortable working with financial platforms and new software
• Highly organized with excellent attention to detail
• Professional, discreet, and dependable
• Able to work independently in a fast-paced environment

Preferred

• Experience with complex estates and trust structures
• Knowledge of Federal and Maryland estate tax procedures
• Trust accounting or fiduciary reporting experience
• Crummey trust experience
• Advanced Excel skills (pivot tables, formulas)
• Bachelor’s degree and/or Paralegal Certificate