Paralegal- Estates and Trusts Administration

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

Our client is 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 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

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 & Benefits

• Compensation: $55,000 – $68,500 annually
• Benefits: medical/dental/vision, 401(k), life insurance, PTO, paid holidays