Estate Planning Paralegal

Orion Placement; Annapolis (MD); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k)

Life insurance

PTO

Paid holidays

Performance-based bonuses

Job summary

Orion Placement is seeking a paralegal for our established Annapolis, Maryland estate planning practice. You will draft, revise, and finalize wills, revocable trusts, powers of attorney, and related documents under attorney supervision, with a focus on planning workflows.

This hybrid role provides on-site training, then up to two remote days per week. Candidates with 2+ years of estate planning paralegal experience and strong Word/PDF skills will thrive in a client-service oriented environment

Qualifications

• Paralegal certificate or equivalent professional experience required.
• 2+ years estate planning paralegal experience focused on document preparation and planning workflows.
• Strong proficiency in MS Word and PDF tools.
• Excellent proofreading and organizational skills.
• Professional, client-service oriented communication with discretion.

Responsibilities

• Draft, revise, proofread, and finalize estate planning documents under attorney supervision.
• Collect, organize, and summarize family, fiduciary, and asset information.
• Prepare planning summaries, asset schedules, and title information matrices.
• Coordinate client meetings, witnesses, and notaries for estate plan signing ceremonies.
• Track execution status and maintain original documents and closing sets.
• Draft professional client correspondence and follow-up communications.
• Liaise with clients and third-party professionals to move matters forward.
• Maintain calendars, task lists, and internal checklists for planning matters.
• Coordinate deed recording and related real property titling tasks.
• Record billable time daily and uphold confidentiality.

Skills

Attention to detail

Client-service oriented

Time management

Education

Paralegal certificate

2+ years estate planning paralegal experience

Tools

Microsoft Word

PDF tools

WealthCounsel

Clio

Job description

• Step into a well-established, respected legal practice where your paralegal expertise will make a direct, meaningful impact for clients navigating some of life's most important decisions
• Work alongside a highly experienced team of attorneys with over 80 years of combined legal knowledge who are invested in your professional growth
• Enjoy a firm culture that values precision, client service, and collaboration — where your contributions are genuinely recognized
• Enjoy a hybrid schedule with up to 2 days of remote work per week after your initial training period
• Take advantage of a full benefits package including medical, dental, vision, 401(k), life insurance, PTO, and paid holidays
• Eligible for performance-based bonuses

Location: Based in Annapolis, Maryland, this is a hybrid role — you will build your foundation on-site during your initial training period, then transition to a schedule with up to 2 remote days per week. It is the best of both worlds: in-person collaboration with the flexibility to work from home.

Note: Candidates must have 2+ years of hands-on estate planning paralegal experience, specifically in document preparation and estate planning workflows. Applications without this background will not be considered.

About Us

We are a well-established, full-service law firm serving clients throughout Maryland and the Washington, D.C. area. Our practice spans estate planning, estate and trust administration, business law, real estate law, and general litigation. With deep roots in our community and a team that brings exceptional legal knowledge to every matter, we pride ourselves on delivering client-centered service with practical, results-driven strategies. We are a Confidential Employer.

Job Description

• Draft, revise, proofread, and finalize estate planning documents including wills, revocable trusts, powers of attorney, advance health care directives, and related instruments under attorney supervision
• Collect, organize, and summarize family, fiduciary, and asset information to support planning decisions
• Prepare planning summaries, asset schedules, and beneficiary and titling information matrices for attorney review
• Coordinate client meetings, including scheduling witnesses and notaries for estate plan signing ceremonies
• Track execution status, organize original documents and electronic closing sets, and maintain the firm's document management system with precision
• Draft professional client correspondence and follow-up communications related to planning deliverables
• Liaise with clients and third-party professionals to gather information needed to move matters forward
• Maintain calendars, task lists, and internal checklists to keep all planning matters on track and on time
• Coordinate deed recording and related real property titling tasks
• Record billable time daily and represent the firm with professionalism, integrity, and discretion at all times

Qualifications

• Paralegal certificate and/or equivalent professional experience
• 2+ years of estate planning paralegal experience with a focus on document preparation and planning workflows (required)
• Strong proficiency in Microsoft Word, including formatting, styles, and redlining, as well as PDF tools
• Excellent proofreading skills, exceptional attention to detail, and strong organizational instincts
• Professional, client-service-oriented communication style with the ability to handle sensitive information with absolute discretion
• Ability to manage multiple active matters and competing deadlines in a fast-paced environment
• Experience with estate planning drafting or document automation software (WealthCounsel a plus) and practice management platforms (Clio a plus)
• Notary commission or willingness to obtain one preferred
• Experience coordinating signing ceremonies and execution formalities a plus