Demo

Estates/Trust Paralegal

Palmer Legal Staffing
Annapolis, MD Full Time
POSTED ON 4/8/2025 CLOSED ON 4/15/2025

What are the responsibilities and job description for the Estates/Trust Paralegal position at Palmer Legal Staffing?

A full-service business law firm in Annapolis seeks a full-time Paralegal for its Estates and Trust practice. This position works closely with attorneys and clients on complex estate and trust matters. The firm offers competitive benefits! The role is fully in-office.


Status: Direct Hire

Salary: $60-75K DOE ( eligible for annual bonus (based on performance and production)

*LOCAL CANDIDATES ONLY*


Duties and Responsibilities:

  • Providing comprehensive practice support and case management
  • Organize and electronically file documents in various courts and jurisdictions
  • Draft and finalize estate tax returns
  • Draft and proofread correspondence, notices, documents and forms (ie. wills, POA, etc).
  • Conduct research, as needed
  • Coordinate and schedule meetings and deadlines
  • Communicate with clients, beneficiaries and financial institutions
  • Review bank statements and maintain accountings
  • Notarize documents, as needed


Job Requirements:

  • 2 years Estate Planning, Trust Administration and Probate experience (REQUIRED)
  • Bachelor's degree or equivalent (preferred)
  • Accounting experience (preferred)
  • The ability to independently and efficiently prioritize workflow
  • Superior organizational skills
  • Proficiency in Microsoft Office Suite
  • Experience with GEMS and Lawgic
  • Experience e-filing documents
  • Strong proofreading skills and attention to detail
  • Strong communication and client service skills


How To Apply: Please respond with your resume for consideration. We welcome all candidates that meet the REQUIRED qualifications with recent relevant experience. Palmer Legal Staffing is an equal opportunity employer.

About Us: Palmer is an award winning staffing agency offering direct hire, temp-to-hire, and temporary placements for administrative, management, executive, legal and more. We represent more than 500 of the finest law firms and legal departments in the D.C. area.

Palmer Google Reviews = 4.8 stars, visit online to see what other Palmer candidates have to say about us. You are more than just a “number”!

Visit www.plsdc.com and view our job board, contact a recruiter, link to our Facebook and LinkedIn pages.

Salary : $60,000 - $75,000

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