Funding Paralegal

We're looking for a detail-oriented Funding Paralegal (also referred to as an Asset Analyst) to join our growing estate planning team. This full-time role is based in our Towson office and is focused on supporting our attorneys by managing the funding process of client estate plans. The ideal candidate is organized, reliable, and able to manage multiple tasks involving both legal and administrative components. If you're someone who enjoys working with clients, understands asset documentation and titling, and wants to play a key role in implementing estate plans, we'd love to hear from you.

Responsibilities

• Review finalized estate plans and identify which assets require funding.
• Collaborate with clients, attorneys, and financial professionals to ensure assets are correctly titled, re-titled, or transferred into trusts.
• Draft and file transfer documents, including deeds and other legal instruments.
• Prepare funding summaries and maintain detailed tracking through funding checklists.
• Maintain organized and accurate client records in both paper and digital formats.
• Assist attorneys with drafting estate planning documents as needed.
• Assemble estate planning documents for client signing meetings, ensuring accuracy and completeness.
• Process signed documents: scan, date-stamp, organize, and upload to the client portal.
• Assist clients with accessing their secure online portal and answer document-related questions.
• Mail final estate planning packages to clients in a timely and professional manner.
• Provide general administrative support, including organizing and scanning incoming mail.

Qualifications

• Bachelor's degree or paralegal certificate preferred.
• 1–2 years of experience in estate planning or a related legal support role strongly preferred.
• Excellent attention to detail and organizational skills.
• Strong communication skills, including comfort interacting with clients over the phone and in person.
• Ability to manage multiple priorities with minimal supervision.
• Proficient in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat.
• Familiarity with legal documentation and proper handling of confidential client records.

Compensation & Benefits

• Salary range: $48,000 – $58,000 depending on experience
• Quarterly performance-based bonus structure
• Health Insurance (CareFirst) – 50% company-paid
• Dental & Vision Insurance available
• Short-Term & Long-Term Disability Insurance – 100% company-paid
• Life Insurance – 100% company-paid
• 401(k) with up to 4% company match (no vesting period)
• 15 personal days starting year one, with increases based on tenure
• 7 paid holidays
• Employee discounts
• Paid training from day one
• Eligible for benefits upon hire
• Paid on the 7th and 21st of each month

What to Expect in the Hiring Process

1. Submit your application
2. Phone interview (10–15 minutes)
3. Virtual interview via Microsoft Teams (1 hour)
4. Complete candidate assessment
5. In-person interview (1 hour)
6. Reference and background check
7. Offer extended - welcome aboard!

How to Apply

Please submit your resume, along with a brief statement of interest or cover letter. We're looking for candidates who are not only qualified but excited to join a firm that values clarity, compassion, and client service.

Join our team and play a meaningful role in helping families secure their legacies. We look forward to hearing from you.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as required to meet the ongoing needs of our Firm