Estate Planning Paralegal

LHH; Charlotte (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, and vision insurance

PTO and paid holidays

Opportunities for professional development

Job summary

A respected law firm is seeking an Estate & Wealth Planning Paralegal in Charlotte, NC. The role requires strong skills in estate administration, including preparation of complex tax returns. The ideal candidate will have experience in managing client interactions and will need to work collaboratively within a close-knit legal team. This position offers competitive compensation and benefits, along with opportunities for professional growth and development.

Qualifications

• Bachelor’s degree or a combination of relevant education and experience.
• Previous hands-on experience in estate administration is essential.
• Strong written and verbal communication skills.

Responsibilities

• Prepare a wide range of documents related to estate matters.
• Assist attorneys with the progression of estate matters.
• Participate in and help coordinate client meetings.

Skills

Estate administration

Tax return preparation

Communication skills

Attention to detail

Legal concepts understanding

Education

Bachelor’s degree or equivalent experience

Job description

Estate & Wealth Planning Paralegal

LHH is partnering with a distinguished Charlotte law firm to hire an Estate & Wealth Planning Paralegal. This position supports attorneys with estate administration matters, complex tax return preparation, and ongoing client projects within a sophisticated trusts and estates practice.

Responsibilities

• Prepare a wide range of documents, including estate and gift tax returns, probate filings, accountings, and estate planning documents.
• Organize, proof, and revise materials related to trust and estate administration.
• Assist attorneys with the progression of estate matters, ensuring deadlines and filing requirements are met.
• Participate in and help coordinate client meetings, gathering information and providing follow‑up as needed.
• Provide analytical support by reviewing information, summarizing documentation, and contributing to planning strategies.
• Prepare and file required court documents and related estate paperwork.
• Maintain consistent in‑office attendance to collaborate effectively with attorneys and clients.
• Perform additional administrative or project‑based tasks as needed.

Experience & Skills

• Bachelor’s degree or a combination of relevant education and experience.
• Previous hands‑on experience in estate administration is essential, including the preparation of complex federal estate and gift tax returns for high‑net‑worth clients.
• Strong written and verbal communication skills.
• Ability to manage multiple active matters independently while maintaining exceptional attention to detail.
• Solid understanding of estate planning, probate processes, and related legal concepts.

Benefits Offered

• Competitive compensation
• Medical, dental, and vision insurance
• PTO and paid holidays
• Opportunities for professional development and growth

Apply Today

Join LHH in supporting a highly regarded estate and wealth planning practice in Charlotte, NC.

Equal Opportunity Employer/Veterans/Disabled