Estate Administration Paralegal

The Elderlaw Firm; Greensboro (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a detail-oriented Estate Administration Paralegal to join their dedicated team. In this role, you will manage client communications, document preparation, and case management, ensuring compliance and confidentiality throughout the process. You will play a crucial part in alleviating the stress faced by clients during difficult times, providing them with peace of mind. This firm values precision and professionalism, offering a supportive work environment where your contributions genuinely make a difference. If you are passionate about estate planning and thrive in a dynamic setting, this opportunity is perfect for you.

Qualifications

• 1-5 years of experience in Estate Administration.
• Comfortable with technology and digital workflows.
• Understanding of legal terminology and procedures.

Responsibilities

• Onboard new client matters and correspond with clients.
• Prepare Final Accounts and conduct legal research.
• Update case status and maintain client files.

Skills

Estate Administration

Legal Research

Microsoft Office Suite

Communication Skills

Organizational Skills

Attention to Detail

Education

College Degree

Paralegal Certification

Tools

Curo 365

Microsoft Dynamics

Job description

Do you excel at managing details and staying ahead of deadlines? Are you capable of handling a heavy caseload while ensuring each case progresses smoothly? As an Estate Administration Paralegal, you will oversee communication, document preparation, and case management from start to finish, under the guidance of an attorney. We don’t want to micromanage you and we want you to move matters toward closure in good time while never missing a deadline. Supporting individuals through the loss of a loved one demands compassion and patience, along with meticulous attention to detail and a solutions-oriented approach. In this role, you will significantly impact people's lives by alleviating the stress and administrative burdens associated with losing someone. Our mission is to provide peace of mind to all our clients.

About Us

The Elderlaw Firm, located in Greensboro, NC, is seeking an Estate Administration Paralegal. We strive to be the best team of estate planning and elder law professionals in the area by providing peace of mind to our clients and their families through life’s many stages. We are a small firm with a great work environment and a team committed to making a difference in the lives of our clients, each other, and our community. We are committed to building a standout team and firm culture by supporting team members to achieve their personal and professional goals while meeting the high demands of our firm and clients.

The Role

As an Estate Administration Paralegal, you will play a key role in ensuring our clients receive top-level service and extreme relief that we are handling the stress of their administration. You will:

1. Balance accounts in Excel, track client hours, conduct research, prepare court filings and client correspondence, assist with billing, and organize/maintain the client file.
2. Ensure all documents are legally sound and compliant with relevant standards.
3. Maintain confidentiality of client and personnel information in accordance with the firm's policies.

Ready to make an impact with us? If you're an experienced paralegal with a passion for estate planning and a knack for detail, we'd love to hear from you! Apply today and take the next step in your career with a team that values precision, professionalism, and mutual support. DO NOT APPLY WITHOUT A COVER LETTER OR YOU WILL NOT BE CONSIDERED.

Responsibilities

• Properly onboard new client matters.
• Correspond with clients by phone, email, and in person.
• Review client files to prepare Final Accounts and related documentation.
• Conduct intra-office conferences with attorneys and team members.
• Update case status in the database (Curo 365, Microsoft Dynamics).
• Keep client files current and gather information in a timely manner.
• Track case status and record time in the database.
• Provide updates and enter time into the firm's legal database.
• Prepare procedures and checklists.
• Perform legal research online and at courthouses, including deed research.
• Prepare and proofread correspondence.

Qualifications

• 1-5 years of experience in Estate Administration.
• College degree or paralegal certification.
• Comfortable with technology and digital workflows.
• Understanding of legal terminology, procedures, and documents related to estate planning.
• Proficiency in Microsoft Office Suite and legal research databases.
• Exceptional communication skills.
• Strong organizational skills and multitasking ability.
• Professional demeanor focused on client service.
• High attention to detail.

Compensation

$24 - $30 hourly