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Paralegal

Paralegal

** Either Full-Time or Part-Time. Please indicate when applying. **

  • New graduates or paralegal with under three years of experience
  • Will assist with all aspects of trust and estate administration as well as implementing estate plans
  • Paralegals are an integral part of our team in assisting the firm meet the needs and goals of our clients.

Key Responsibilities

  • Collaborate with attorneys on estate and trust administration matters
  • Prepare and file documents pertaining to estate and trust administration, including probate
  • Maintain banking ledgers and compile various asset lists using different financial sources
  • Assist in preparation of Federal Estate Tax Returns (Form 706), Federal Gift Tax Returns (Form 709), and Federal Estate & Trust Income Tax Returns (Form 1041)
  • Communicate with clients or other professionals regarding trust and estate matters.

Additional Responsibilities

  • Assist with drafting estate planning and administration related documents
  • Assist with filing of deeds
  • Assist in organization and management of electronic and paper files
  • Assist with preparing professionally designed presentations, including flow charts
  • Proofreading and formatting documents
  • Attending meetings, supervise the execution of documents, and prepare accurate meeting notes.
  • Assist in conducting legal research and due diligence.

Basic Qualifications

  • Bachelor’s degree or paralegal certificate
  • Strong computer skills and comfort with Microsoft Windows and Office (especially Word and Excel)
  • Highly organized and capable of managing multiple projects simultaneously, often with competing deadlines
  • Exceptional attention to detail
  • Excellent oral and written communication skills
  • Team player with a positive attitude and work ethic
  • Ability to work independently
  • Excellent interpersonal and communication skills, comfortable interacting with clients and professionals in other businesses at all levels of an organization
  • Highest degree of integrity, professionalism, diplomacy and discretion, ability to exercise discretion with respect to highly confidential and sensitive information

Preferred Qualifications

  • Sophisticated knowledge of Microsoft Office, including the use of formulas and pivot tables in Excel
  • Excellent knowledge of word processing, particularly proofreading and formatting
  • Comfort or familiarity in dealing with financial and economic concepts

 

Note on Remote Work: This is not a remote position. Our office is located in Hunt Valley, Maryland.

 

Please submit resume and optionally a cover letter outlining your interest and experience either via Handshake or email to Careers@HermanLLC.com.

 

Herman LLC is a boutique estates and trusts law firm with decades of experience in the Baltimore-Washington area.

 

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