Sessa & Dorsey, LLC, a distinguished boutique estates and trusts law firm located in Hunt Valley, MD, is seeking a full-time Paralegal to join our team.

Why Choose Sessa & Dorsey, LLC? We specialize in providing unparalleled legal and client services, navigating families through the intricate landscapes of estate planning and administration with precision and care.

Job Responsibilities:
Administration of decedent estates and/or trusts, including:

• Drafting and filing probate filings to the Orphans’ Courts
• Coordinating appraisals and valuations for inventory and estate tax filings
• Coordinating transfer of assets
• Preparing fiduciary accountings
• Coordinating filing of income tax returns (individual and fiduciary)
• Managing all filing deadlines
• Communicating with clients, financial planners, and accountants, etc.
• Organizing and archiving the documents related to completed and ongoing cases
• Coordinate life insurance premium payments and monitor policy updates
• Maintain ILIT files, including statements, contribution logs, and carrier correspondence

Education / Experience:

• Bachelor’s degree and/or paralegal certificate
• Minimum of 3 years of Estate Administration experience

• Strong attention to detail and organizational skills
• Excellent communication and time management skills
• Proficiency with Microsoft Office
• Experience with ILIT’s, Crummey notices, and life insurance documentation

Ideal candidate will have:

• Experience in estate administration and/or trust administration in Maryland
• Experience in bookkeeping and/or accounting, including use of GEMS or other accounting software

Work Location: In person