Estates and Trusts Administration Paralegal

Job Description

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 the 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:

\n
• Preparing and filing probate petitions and supporting court documents
\n
• Tracking estate and trust assets through detailed accountings (Microsoft Excel)
\n
• Serving as the main point of contact for clients and occasionally beneficiaries
\n
• Communicating with third-party professionals, including financial institutions and court personnel
\n
• Recording billable time daily and assisting with monthly billing reviews
\n
• Coordinating the recording of real estate deeds
\n
• Supporting general office operations
\n
• Handling confidential client matters with professionalism and discretion
\n
• Supporting attorneys on special projects and case management needs
\n

Required Qualifications:

\n
• Bachelor’s degree or Paralegal Certificate
\n
• Experience in probate, trust administration, or estate planning preferred
\n
• Exceptional attention to detail and organizational skills
\n
• Strong written and verbal communication
\n
• Ability to work independently, take initiative, and meet deadlines
\n
• Friendly, professional demeanor with a client-focused mindset
\n
• Tech-savvy and confident using Microsoft Suite applications and services and other legal practice technology
\n
• Comfortable receiving direction and adapting to changing priorities
\n

Work Arrangement / Location

\n
• Location: Annapolis, Maryland
\n
• Work arrangement: On-site with potential for partial remote work
\n