Estates and Trusts Planning Paralegal
$55,000–$65,000 year
On-siteAnnapolis, Maryland, United States
Job Summary
Draft, revise, and finalize estate planning documents including wills, trusts, and powers of attorney under attorney supervision. Collect and summarize family, fiduciary, and asset information to support planning decisions, then prepare planning summaries, asset schedules, and beneficiary matrices for review. Coordinate client meetings, including scheduling witnesses and notaries for signing ceremonies, while liaising with third-party professionals to gather necessary information. Track execution status, organize original documents and electronic closing sets, and maintain the firm's document management system with precision. Draft professional client correspondence, maintain calendars and task lists, and record billable time daily. This role requires 2+ years of hands-on estate planning experience and is based in Annapolis, Maryland, with a hybrid schedule of up to two remote days per week after initial training.
Required Qualifications
- Paralegal certificate and/or equivalent professional experience
- 2+ years of estate planning paralegal experience with a focus on document preparation and planning workflows
- Strong proficiency in Microsoft Word, including formatting, styles, and redlining, as well as PDF tools
- Excellent proofreading skills, exceptional attention to detail, and strong organizational instincts
- Professional, client-service-oriented communication style with the ability to handle sensitive information with absolute discretion
- Ability to manage multiple active matters and competing deadlines in a fast-paced environment
- Notary commission or willingness to obtain one
Desired Qualifications
- Experience with estate planning drafting or document automation software (WealthCounsel a plus)
- Experience with practice management platforms (Clio a plus)
- Experience coordinating signing ceremonies and execution formalities a plus
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