Senior Estate Planning Paralegal – Flexible NC Office

Benefits offered by this job

Job summary

Qualifications

• Significant experience drafting sophisticated estate planning documents.
• Strong understanding of North Carolina estate planning law and document preparation.
• Experience coordinating trust funding and working with financial institutions and third parties.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Strong organizational skills and attention to detail.
• Ability to manage multiple matters simultaneously while meeting deadlines.
• Experience using legal case management software.

Responsibilities

• Draft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related documents under attorney supervision.
• Prepare amendments, restatements, and supporting estate planning documents.
• Review and quality-check documents for accuracy, completeness, and compliance with North Carolina law before attorney review.
• Coordinate the transfer of assets into trusts, including real estate, financial accounts, and other assets.
• Work with financial institutions, title companies, and other third parties to complete trust funding.
• Prepare beneficiary designation updates and monitor the completion of funding activities.
• Track and document trust funding progress for active client matters.
• Communicate regularly with clients, schedule meetings, and provide updates throughout the estate planning process.
• Prepare client files and documentation for attorney meetings.
• Monitor deadlines and case milestones to ensure timely completion of all matters.
• Maintain organized and accurate client files within the firm's case management system.
• Record billable and non-billable time accurately and promptly.
• Work closely with attorneys and fellow paralegals to ensure efficient workflow and exceptional client service.
• Participate in regular case review and team meetings.