Trust Administration Paralegal

Job Title: Trust Administration Paralegal

Location: HWK Law Group, Hagerstown, MD

Job Type: Full Time, In-Office (Monday - Friday)

About Us: For over 17 years, HWK Law Group understands that preparing and planning to protect your hard-earned assets requires more than just legal expertise; it demands a people-first approach. We are committed to being a trusted partner in this journey. What sets us apart is our unwavering belief that our client's peace of mind is paramount. While others in our field may rush through cases, we prioritize quality, care, and the human element. We've built something different: a people-first family and business solution.

Job Description: As anTrust Administration Paralegal at HWK Law Group, you will play a crucial role in supporting our attorneys and ensuring the smooth operation of our estate planning services. Your responsibilities will include:

Key Responsibilities:

Trust and Estate Administration Support

• Assist attorneys with post-death trust and estate administration matters from opening through closing
• Prepare and organize probate and non-probate administration files
• Draft routine correspondence to beneficiaries, fiduciaries, and financial institutions
• Prepare asset information summaries and track asset values and distributions
• Assist with funding, retitling, and distribution of trust assets
• Maintain detailed administration timelines and task checklists to ensure compliance with deadlines

Document Preparation and Filing

• Draft and assemble probate pleadings, trust administration documents, and court forms under attorney supervision
• Prepare notices to creditors and beneficiaries
• Coordinate filing of documents with courts and other agencies, as applicable
• Maintain accurate and complete electronic and physical files in accordance with firm procedures

Client and Third-Party Communication

• Serve as a point of contact for clients and beneficiaries regarding procedural matters
• Communicate with financial institutions, title companies, accountants, and other third parties as needed
• Provide clear, professional updates while escalating legal questions to attorneys

Case Management and Billing Support

• Track deadlines, court dates, and follow-up items across multiple matters
• Enter time accurately and contemporaneously in the firm's case management system
• Assist with preparation of billing information and expense tracking when required

Compliance and Confidentiality

• Ensure adherence to firm policies, trust accounting requirements, and confidentiality standards
• Handle sensitive financial and personal information with discretion and professionalism

Qualifications:

• Minimum of 3-5 years of experience as a paralegal, with a focus on trust administration
• Familiarity with Clio or similar legal practice management software is a plus.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• High level of professionalism and confidentiality.

Benefits:

• Health, dental, and vision insurance.
• PTO, Sick Leave and holidays.
• 401K
• Company paid Life, STD, LTD, AD&D insurance
• Professional development opportunities.
• Supportive and collaborative work environment.

Salary Range:

$42,000-$48,000 per year

How to Apply: Interested candidates are encouraged to submit their resume, cover letter, and references to Beth Hare at with the subject line "Trust Administration Paralegal Application - Hagerstown."

HWK Law Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Type: Full-time

Pay: $42, $48,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Free parking
• Health insurance
• Health savings