Estate Planning and Probate Administration Associate

Job Overview

A law firm seeks an Estate Planning and Probate Administration Associate in Severna Park, MD. This role offers a unique opportunity for career growth in a supportive environment. The firm values skills and experience, but also places a high emphasis on personality, character, and integrity.

Duties

• Create personalized and thorough estate plans tailored to each client's needs.
• Handle all aspects of probate matters efficiently and effectively.
• Collaborate with financial planners, CPAs, and insurance agents to provide comprehensive services.
• Take ownership of a client's case from start to finish, ensuring a smooth process.
• Supervise and guide legal support team members involved in production and delivery.
• Demonstrate self-motivation in managing cases independently.
• Thrive on daily interactions with clients.
• Develop and implement strategies to secure a brighter future for clients.
• Embrace opportunities for personal and professional growth.
• Operate autonomously without constant supervision.

Requirements

• Must hold a valid membership in the Maryland State Bar in good standing.
• Requires at least 4 years of proven experience in estate planning, probate, and trust administration.
• Proficiency in research and writing is essential.
• Skilled in the use of Microsoft Office tools, including Word and Excel.
• Excellent organizational abilities are a must.
• Demonstrated experience in successfully managing a full caseload.

Education

• Juris Doctor (JD) degree.

Certifications

• Membership in the Maryland State Bar.

Skills

• Strong research and writing skills.
• Proficiency in Microsoft Office, including Word and Excel.
• Excellent organizational abilities.

Benefits

• Comprehensive benefits package available.