In-Office Estate Planning Paralegal: Drafting & Client Coordination

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

Job summary

McKenna Russo in Annapolis, MD seeks an Estate Planning Paralegal to support attorneys with drafting and executing estate planning documents, coordinating with clients and professionals. The role is in-office with potential for partial remote work.

The ideal candidate is organized, detail-oriented, and comfortable handling confidential information, with 2+ years of estate planning support and strong Word/PDF skills. Competitive salary and client-centered practice are offered.

Qualifications

• Paralegal certificate or equivalent relevant experience.
• 2+ years of experience supporting estate planning matters (document preparation and planning workflows).
• Strong proficiency in Microsoft Word (formatting, styles, redlining) and PDF tools.
• Excellent proofreading, organization, and attention to detail.
• Professional, client-service oriented communication skills and discretion with sensitive information.

Responsibilities

• Draft, revise, proofread, and finalize estate planning documents under attorney supervision, including wills, revocable trusts, powers of attorney, advance health care directives and other documents.
• Collect, organize, and summarize family, fiduciary, and asset information.
• Prepare planning summaries, asset schedules, and beneficiary/titling information matrices for attorney review.
• Coordinate client meetings, including scheduling witnesses/notaries for estate planning signing meetings.
• Track execution status, organize originals and electronic closing sets, and ensure documents are properly stored in the firm’s document management system.
• Draft routine client correspondence and follow-up communications related to planning deliverables.
• Coordinate with clients and third party professionals to obtain information needed for planning decisions.
• Maintain calendars, task lists, and internal checklists to ensure timely completion of planning matters.
• Represent the firm with professionalism, integrity and courtesy when dealing with clients.
• Maintain strict confidentiality of client information.
• Coordinate recording of deeds

Skills

Attention to detail

Client communication

Time management

Multitasking

Education

Paralegal certificate

Equivalent experience

Tools

Microsoft Word

PDF tools

WealthCounsel

Clio

Job description

McKenna Russo in Annapolis, MD seeks an Estate Planning Paralegal to support attorneys with drafting and executing estate planning documents, coordinating with clients and professionals. The role is in-office with potential for partial remote work.

The ideal candidate is organized, detail-oriented, and comfortable handling confidential information, with 2+ years of estate planning support and strong Word/PDF skills. Competitive salary and client-centered practice are offered.