Estates & Trusts Administration Paralegal

McKenna; Annapolis (MD); Hybrid; USD 55,000 - 69,000; Full time

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

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 reviewsCoordinating 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: $55,000 – $68,500 annually

McKenna Russo is an equal opportunity employer. We consider applicants without regard to any status protected by applicable law.