Paralegal- Estates and Trusts Administration

Our client is seeking an Estate & Trust Administration Paralegal to support attorneys with the administration of estates and trusts from initial intake through final distribution. As a key member of our team, you’ll play an essential role in guiding clients through the complexities of estate and trust administration, with support from a highly collaborative legal team. This role is focused on case management and client communication. The ideal candidate is highly organized, detail-oriented, and comfortable working directly with clients and professional advisors.

Key Responsibilities

• Preparing and filing probate petitions and supporting court documents

• Tracking estate and trust assets through detailed accountings (Microsoft Excel)

• Serving as the main point of contact for clients and occasionally beneficiaries

• Communicating with third-party professionals, including financial institutions and court personnel

• Recording billable time daily and assisting with monthly billing reviews

• Coordinating the recording of real estate deeds

• Supporting general office operations

• Handling confidential client matters with professionalism and discretion

• Supporting attorneys on special projects and case management needs

Required Qualifications

• Bachelor’s degree or Paralegal Certificate

• Experience in probate, trust administration, or estate planning preferred

• Exceptional attention to detail and organizational skills

• Strong written and verbal communication

• Ability to work independently, take initiative, and meet deadlines

• Friendly, professional demeanor with a client-focused mindset

• Tech-savvy and confident using Microsoft Suite applications and services and other legal practice technology

• Comfortable receiving direction and adapting to changing priorities

Top traits we value

• Self-motivated

• Organized

• Detail-oriented

• Friendly

• Proactive

Work Arrangement / Location

• Location: Annapolis, Maryland

• Schedule: Full-time

• Work arrangement: On-site with potential for partial remote work

Compensation & Benefits

• Compensation: $55,000 – $68,500 annually

• Benefits: medical/dental/vision, 401(k), life insurance, PTO, paid holidays