Estates & Trusts Administration Paralegal
About the Job
We are 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
Equal Employment Opportunity
McKenna Russo is an equal opportunity employer. We consider applicants without regard to any status protected by applicable law.