Trust and Estates Paralegal

Jobot; Towson (MD); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Year-end Bonus

50% paid Medical, Dental, and Vision

Disability and Life Insurance

Parental Leave

401k

Reasonable billables and Collegial Way

Job summary

Jobot is seeking a Trust and Estates Paralegal in Towson, MD to support 1-2 attorneys with estate administration tasks in a busy, collegial firm dedicated to Trust & Estates work. You will draft and edit legal documents, conduct research, manage client files, and monitor deadlines while maintaining strict confidentiality and professional communication with clients and court staff.

This on-site role offers a competitive salary, year-end bonus, strong benefits, and a 30-hour weekly billable target

Qualifications

• 3–5 years of experience as a paralegal with estate administration.
• Bachelor’s degree or ABA-approved paralegal certificate is a PLUS.
• Experience drafting legal documents and conducting legal research.
• Strong organizational and communication skills.

Responsibilities

• Assist attorneys in drafting, revising, and finalizing trusts and estates documents.
• Conduct legal research and analysis to support case preparation.
• Manage and organize client files for easy access.
• Coordinate with clients and attorneys to gather information for estate planning.
• Prepare estate and trust accountings and related tax returns.
• Monitor deadlines and calendars for trust and estate matters.
• Communicate with clients, attorneys, and court personnel.
• Maintain confidentiality of client information.

Skills

Legal research

Drafting documents

Client communication

Organization

Court interactions

MS Office

Education

Bachelor’s degree or ABA-approved paralegal certificate

Tools

Westlaw

LexisNexis

Microsoft Office

Job description

Trust and Estates Paralegal

$70000 - $90000 per year | Towson, MD | On-site | Permanent

Great Benefits and Billables

A bit about us:

We are a growing Preeminent Trust and Estates law firm that is looking to hire a Paralegal to support 1-2 attorneys with Estate Administration in our Towson office. You would be supporting 1-2 attorneys with a billable requirement of 30 hours per week in a collegial environment at a Preeminent law firm focused solely on Trust & Estates work.

Why join us?

• Year -end Bonus
• 50% paid Medical, Dental, and Vision Insurance
• Disability and Life Insurance
• Parental Leave
• 401k
• Reasonable billables and Collegial Work Environment

Job Details

Job Details:

We are seeking a highly motivated and detail-oriented Trust and Estates Paralegal to join our dynamic legal team. You will be responsible for providing paralegal support to attorneys in the Trust and Estates practice area. This role involves managing and tracking multiple detailed tasks and deadlines directly related to client and attorney needs, drafting and editing legal documents and correspondence, maintaining client files, and conducting legal research. This position requires a high level of client interaction, including fielding calls and maintaining correspondence with clients, attorneys, and court personnel.

Responsibilities:

• 1. Assist attorneys in drafting, revising, and finalizing legal documents related to trusts and estates, including wills, trusts, powers of attorney, healthcare directives, and related documents.
• 2. Conduct comprehensive legal research and analysis to support case preparation and provide relevant information to attorneys.
• 3. Manage and organize client files efficiently, ensuring all relevant documents, data, and correspondence are correctly filed and easily accessible.
• 4. Coordinate with clients and attorneys to gather necessary information and documents for estate planning.
• 5. Prepare and maintain estate and trust accountings, fiduciary income tax returns, and federal estate tax returns.
• 6. Monitor deadlines and manage calendar for trust and estate matters to ensure all tasks are completed in a timely manner.
• 7. Communicate effectively with clients, attorneys, and court personnel, providing high-quality professional support.
• 8. Maintain strict confidentiality of all client information, adhering to ethical standards and guidelines.

Qualifications:

• 1. 3-5 year of experience as a Paralegal with Estate Administration
• 2. Bachelor’s degree or Paralegal certificate from an ABA-approved program is a PLUS
• 3. Proven experience in drafting legal documents, conducting legal research, and maintaining organized client files.
• 4. Exceptional organizational skills with the ability to manage multiple tasks, set priorities, and meet deadlines.
• 5. Strong written and verbal communication skills to effectively interact with clients, attorneys, and court personnel.
• 6. Proficiency in legal research tools and software, such as Westlaw or LexisNexis.
• 7. Proficiency in Microsoft Office Suite, especially Word, Excel, and Outlook.
• 8. Familiarity with the probate process and court procedures.
• 9. Knowledge of federal and state laws related to trusts and estates.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.