Estate & Trust Paralegal – Detail-Oriented & Client-Focused

McKenna

Annapolis (MD)

Hybrid

USD 55,000 - 69,000

Full time

4 days ago
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Job summary

McKenna Russo seeks an Estate & Trust Administration Paralegal to support attorneys from intake through final distribution in Annapolis. You’ll guide clients through complex administration with a collaborative team, focusing on case management and client communication.

The ideal candidate is highly organized, detail-oriented, and comfortable working directly with clients and professional advisors. On-site with potential for partial remote work, salary $55,000–$68,500 annually.

Qualifications

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

Responsibilities

  • Prepare and file probate petitions and supporting court documents.
  • Track estate and trust assets with detailed accountings (Excel).
  • Serve as main contact for clients and beneficiaries.
  • Communicate with financial institutions and court personnel.
  • Record billable time daily and assist with monthly billing reviews.
  • Coordinate recording of real estate deeds and support office operations.
  • Handle confidential client matters with professionalism and discretion.
  • Support attorneys on special projects and case management needs.

Skills

Attention to detail
Written and verbal communication
Independence
Client communication
Adaptability

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Suite

Job description

McKenna Russo seeks an Estate & Trust Administration Paralegal to support attorneys from intake through final distribution in Annapolis. You’ll guide clients through complex administration with a collaborative team, focusing on case management and client communication.

The ideal candidate is highly organized, detail-oriented, and comfortable working directly with clients and professional advisors. On-site with potential for partial remote work, salary $55,000–$68,500 annually.

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