Estate Planning and Probate Paralegal Charlotte NC

LHH; Charlotte (NC); Hybrid; USD 55,000 - 80,000; Full time

Benefits offered by this job

Free parking

One remote day (Wednesday)

Job summary

A growing law practice is seeking an Estate Planning & Probate Paralegal in Charlotte, NC. In this role, you'll support attorneys and clients through estate planning and probate administration. Key responsibilities include conducting client meetings, drafting legal documents, and managing case files. The ideal candidate should have at least 1 year of relevant experience and strong organizational skills. This position offers a supportive culture within a dynamic team. Salary is competitive, ranging from $55,000 to $80,000 annually.

Qualifications

• Minimum 1 year in estate planning and/or probate administration.
• Hands-on drafting experience or probate case management required.
• Ability to prioritize tasks and work independently.

Responsibilities

• Conduct in-person estate planning signing appointments.
• Draft estate planning documents and probate forms.
• Manage probate case files and deadlines.
• Communicate with clients regarding case status.
• Record and file legal documents; occasional courthouse visits.
• Coordinate signing ceremonies and maintain scheduling.

Skills

Research skills

Writing abilities

Proofreading skills

Organizational skills

Interpersonal communication

Job description

Estate Planning and Probate Paralegal - Charlotte, NC

We are seeking a dedicated Estate Planning & Probate Paralegal to join a growing law practice in Charlotte. This role is ideal for someone who thrives in a team-oriented environment, values client interaction, and can manage multiple priorities with precision. You’ll play a key role in supporting attorneys and clients through all stages of estate planning and probate administration.

Key Responsibilities

• Conduct in‑person estate planning signing appointments and client meetings.
• Draft estate planning documents, probate forms, and deeds with accuracy.
• Manage probate case files, including calendaring deadlines and organizing documentation.
• Communicate with clients regarding case status and next steps.
• Record and file legal documents; occasional courthouse visits for filings or research.
• Coordinate signing ceremonies and maintain scheduling for client appointments.

Qualifications

• Experience:
• Minimum 1 year in estate planning and/or probate administration (estate planning preferred).
• Hands‑on drafting experience or probate case management required.
• Skills:
• Strong research, writing, and proofreading abilities.
• Excellent organizational skills and attention to detail.
• Ability to prioritize tasks and work independently while contributing to a team.
• Soft Skills:
• Positive, proactive, and collaborative attitude.
• Client‑focused with strong interpersonal communication skills.
• Schedule: Onsite with one remote day (Wednesday); early departure on Fridays.
• Free parking.
• Culture: Supportive, drama‑free team that values integrity, accountability, and client service.

Interview Process

• Step 1: 30‑minute Zoom interview.
• Step 2: In‑office group interview and meet the team.
• Interview Dates: December 17–19

Pay Details

$55,000.00 to $80,000.00 per year

Equal Opportunity

Equal Opportunity Employer/Veterans/Disabled. Military‑connected talent encouraged to apply.