Estates Planning And Administration Associate Attorney

Job Title: Estates Planning and Administration Associate Attorney
Job Location: Annapolis, MD

Job Overview
A well-established law firm in Annapolis is seeking an experienced Associate Attorney to support the firm’s partners in Estate Planning and Administration. This role demands a detail-oriented and proactive professional capable of working independently, providing excellent client service, and handling complex legal matters in estate planning. The ideal candidate will have 2-3 years of experience in the field, with a strong focus on drafting and advising on wills, trusts, and asset distribution.

Job Duties

• Represent clients by providing expert legal guidance on estate planning matters, including the drafting of wills, trusts, and powers of attorney.
• Advise on tax implications related to various estate planning strategies.
• Prepare and format initial drafts of estate administration filings such as petitions, inventories, accountings, and fiduciary reports.
• Guide clients on asset distribution processes after death.
• Assist in the identification, collection, and valuation of estate assets.
• Analyze issues and propose effective solutions, ensuring the highest quality of final work.
• Maintain detailed client records and files, ensuring organization and confidentiality.
• Conduct legal research, analyze data, and prepare reports summarizing findings.
• Communicate directly with clients for intake, information gathering, and ongoing administration needs.
• Draft engagement letters and assist with client invoicing and expense recovery.
• Provide legal research, drafting, and reviewing support as required.
• Complete special projects in a timely and efficient manner.

Requirements

• Juris Doctor (JD) degree.
• Admission to the Maryland Bar.
• 2-3 years of experience in estate planning and Administration.
• Strong legal research and investigative abilities.
• Excellent analytical, organizational, and attention-to-detail skills.
• Exceptional client service skills with the ability to independently lead client meetings.
• Excellent written and verbal communication skills.
• High level of confidentiality and discretion.
• Familiarity with legal research and writing standards.
• Competency with case management software and Microsoft Office 365.
• Ability to prioritize and manage multiple assignments in a fast-paced environment.
• Proficiency with Adobe PDF creator and editor.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Maryland Bar Admission required.

Skills

• Strong legal research, writing, and analysis.
• Ability to work independently and as part of a team.
• Excellent client communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, SharePoint, Teams).
• Familiarity with case management software and legal document preparation.
• Exceptional attention to detail and organizational skills.

Job Location

• Annapolis, MD

Benefits

• Competitive compensation package.
• Comprehensive health benefits.
• Retirement plans and professional development opportunities.
• Collaborative and inclusive work environment.