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Robert Half Logo Robert Half · Legal

Estates And Trusts Paralegal

United States, Baltimore · Job Posted June 28, 2026
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Job Description

We are looking for an Estates and Trusts Paralegal to support a busy legal team in Baltimore, Maryland. This position focuses on probate and trust administration, document preparation, and ongoing coordination with clients and beneficiaries. The ideal candidate brings strong organizational skills, sound judgment when handling sensitive financial records, and the ability to manage multiple matters with accuracy and professionalism. This is a tremendous opportunity for a junior paralegal who is looking for mentorship and growth. You will be trained by an experienced paralegal and work closely with another paralegal who has been in the role for over three years.

Job Responsibility

  • Build and maintain productive relationships with clients, family members, fiduciaries, and beneficiaries throughout estate and trust matters
  • Draft and assemble filings for probate and estate administration in both formal and informal court proceedings
  • Gather, review, and organize financial and legal records such as tax documents, trust instruments, deeds, stock transfer paperwork, and account statements
  • Prepare documentation needed to secure federal and state estate tax lien releases and support the transfer of real property, including executor-related deed packages
  • Assist with post-death planning matters by preparing disclaimers and related estate planning documents under attorney direction
  • Compile supporting materials for audits involving estate tax or inheritance tax returns and help ensure files are complete and well organized
  • Prepare fiduciary accountings, settlement documents, and related filings for submission and review
  • Support attorneys with the drafting and revision of wills and other estate planning documents, along with additional assignments as needed

Requirements

  • At least 2 years of paralegal experience, preferably in estates, trusts, probate, or estate administration
  • Working knowledge of probate procedures and documentation associated with trust and estate matters
  • Experience organizing complex financial records and legal documents with a high level of accuracy
  • Familiarity with estate and inheritance tax documentation and related supporting materials
  • Strong written and verbal communication skills for interacting with clients, beneficiaries, and legal professionals
  • Ability to manage multiple deadlines, maintain detailed files, and handle confidential information with discretion
  • Proficiency in preparing legal documents and coordinating filings in a fast-paced law firm environment

What we offer

  • PTO
  • 90% medical premium coverage by the firm
  • retirement savings
  • profit sharing
  • discounted (pre-tax) parking
  • PTO and annual reviews/raises
  • bonus opportunity
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