Paralegal- Estates and Trusts Administration

Reposted 2 Days Ago
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Annapolis, MD, USA
In-Office
55K-68K Annually
Entry level
Agency • HR Tech • Professional Services • Consulting
The Role
Supports attorneys with estate and trust administration from intake through distribution. Responsibilities include preparing probate filings, tracking assets and accountings in Excel, communicating with clients and professional advisors, coordinating deed recording, assisting with billing, managing case details, and supporting office operations. The role requires strong organization, discretion, communication, initiative, and proficiency with Microsoft Suite and legal practice technology.
Summary Generated by Built In

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

Skills Required

  • Bachelor's degree or Paralegal Certificate
  • Experience in probate, trust administration, or estate planning
  • Exceptional attention to detail and organizational skills
  • Strong written and verbal communication skills
  • Ability to work independently, take initiative, and meet deadlines
  • Friendly, professional demeanor with a client-focused mindset
  • Proficiency with Microsoft Suite applications and services and other legal practice technology
  • Ability to receive direction and adapt to changing priorities
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The Company
2 Employees

What We Do

Cavora Talent Group is a full-service recruiting agency dedicated to connecting outstanding talent with exceptional organizations. They provide comprehensive hiring solutions, including direct hire, executive search, consulting, and temporary staffing services. With over 20 years of experience, the firm focuses on understanding candidate skills and organizational culture to build lasting partnerships. They support various sectors, including construction and engineering, by delivering tailored recruitment strategies and workforce planning to ensure successful, long-term placements.

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