Estate & Trust Paralegal: Client‑Focused & Detail‑Oriented

Cavoratalent; Annapolis (MD); On-site; USD 55,000 - 69,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k)

PTO

Paid holidays

Job summary

Cavoratalent is seeking an Estate & Trust Administration Paralegal to support attorneys from intake through final distribution, guiding clients through complex estate matters with a collaborative legal team.

The role focuses on case management, client communication, and detailed accounting, with on-site duties in Annapolis and potential partial remote flexibility, requiring organization, initiative, and proficiency with Microsoft Office and legal workflow tools.

Qualifications

• Bachelor’s degree or Paralegal Certificate required.
• Experience in probate, trust administration, or estate planning preferred.
• Excellent attention to detail and organizational skills.

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.

Skills

Client communication

Attention to detail

Organizational skills

Microsoft Office

Independent work

Adaptability

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Job description

Cavoratalent is seeking an Estate & Trust Administration Paralegal to support attorneys from intake through final distribution, guiding clients through complex estate matters with a collaborative legal team.

The role focuses on case management, client communication, and detailed accounting, with on-site duties in Annapolis and potential partial remote flexibility, requiring organization, initiative, and proficiency with Microsoft Office and legal workflow tools.