Estate Planning Paralegal

Triveni IT; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Job summary

Unknown Law Firm in Charlotte, NC is seeking an experienced Estate & Wealth Planning Paralegal to join its Uptown Charlotte office onsite. The ideal candidate will have 3+ years of estate/wealth planning paralegal experience within a law firm, with strong estate administration and experience preparing complex federal estate and gift tax returns.

This full-time role requires a Bachelor's degree or equivalent, excellent written and verbal communication, and the ability to manage multiple matters

Qualifications

• 3+ years of estate & wealth planning paralegal experience in a law firm.
• Experience with estate administration.
• Experience preparing complex federal estate and gift tax returns.
• Bachelor's degree or equivalent experience.

Responsibilities

• Assist with administration of estates and related matters.
• Prepare and assist with complex federal estate and gift tax returns.
• Support estate and wealth planning attorneys on high-net-worth client matters.
• Prepare, organize, and maintain estate-related documentation.
• Coordinate and track deadlines and tasks across matters.
• Conduct research on estate planning and administration projects.
• Communicate professionally with attorneys, clients, financial professionals, and others.
• Maintain understanding of applicable legal procedures and documentation.
• Work independently while managing multiple matters and priorities.

Skills

Estate & Wealth Planning

Estate Administration

Federal Estate & Gift Tax Returns

Communication Skills

Organization

Education

Bachelor's degree

Job description

Location: Uptown Charlotte, NC

Onsite – 5 days/week

Full Time - USC and GC

About the Opportunity

A prominent law firm with more than 400 attorneys and professionals is seeking an experienced Estate & Wealth Planning Paralegal to join its Charlotte, NC office.

The ideal candidate will have at least 3 years of recent experience working as an Estate/Wealth Planning Paralegal within a law firm, with strong experience in estate administration and complex federal estate and gift tax returns for high-net-worth individuals.

Key Responsibilities

• Assist with the administration of estates and related legal matters.
• Prepare and assist with complex federal estate and gift tax returns.
• Support estate and wealth planning attorneys on high-net-worth client matters.
• Prepare, organize, and maintain legal and estate-related documentation.
• Coordinate and track multiple matters, deadlines, and outstanding tasks.
• Conduct research and assist with various estate planning and administration projects.
• Communicate professionally with attorneys, clients, financial professionals, and other parties.
• Maintain a strong understanding of applicable legal procedures and documentation.
• Work independently while managing multiple matters and priorities.

Required Qualifications

• 3+ years of recent Estate & Wealth Planning Paralegal experience within a law firm.
• Prior experience with estate administration is required.
• Experience preparing complex federal estate and gift tax returns.
• Bachelor's degree or equivalent combination of education and experience.
• Strong written and verbal communication skills.
• Excellent organization and attention to detail.
• Ability to independently manage multiple matters and deadlines.
• Strong understanding of legal documentation and estate-related processes.