Estate Planning Legal Assistant | Hybrid, Client-Focused

RecruitPod Global; Charlotte (NC); Hybrid; USD 27,552 - 33,062; Full time

Job summary

A growing estate planning law firm is looking for an Estate Planning Paralegal/Legal Assistant who excels at client interaction and detailed work. This hybrid position involves supporting attorneys with document execution, client communication, and project coordination. The ideal candidate will have 2–3 years of law firm experience, proficiency in Microsoft tools, and strong organizational skills. Join a supportive, client-focused team in Charlotte, NC.

Qualifications

• 2–3 years of law firm experience (Estate Planning preferred).
• High proficiency in Microsoft Word, Excel, Google Workspace, and Dropbox.
• Strong verbal and written communication skills.

Responsibilities

• Support assigned attorneys with client communication, document signings, proofreading, and project coordination.
• Serve as a primary in-person point of contact for clients.
• Manage calendars, appointments, and signing logistics.

Skills

Client communication

Organizational skills

Microsoft Word

Microsoft Excel

Google Workspace

Dropbox

Tools

Clio

Lawmatics

Job description

A growing estate planning law firm is looking for an Estate Planning Paralegal/Legal Assistant who excels at client interaction and detailed work. This hybrid position involves supporting attorneys with document execution, client communication, and project coordination. The ideal candidate will have 2–3 years of law firm experience, proficiency in Microsoft tools, and strong organizational skills. Join a supportive, client-focused team in Charlotte, NC.