Estate Planning Paralegal

AtWork Personnel Winston-Salem; Winston-Salem (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental/Vision insurance

Job summary

AtWork Personnel Winston-Salem is seeking an experienced Senior Estate Planning Paralegal to support a growing estate planning practice in North Carolina. This role offers opportunities to work closely with attorneys on sophisticated matters and to deliver exemplary client service.

Based in Winston-Salem or Durham/Chapel Hill, you will draft complex estate planning documents, manage trust funding, and coordinate with financial institutions while maintaining accurate files and timely deadlines.

Qualifications

• Significant experience drafting sophisticated estate planning documents.
• Strong understanding of North Carolina estate planning law and document preparation.
• Experience coordinating trust funding and working with financial institutions and third parties.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Strong organizational skills and attention to detail.
• Ability to manage multiple matters simultaneously while meeting deadlines.
• Experience using legal case management software.

Responsibilities

• Draft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related documents under attorney supervision.
• Prepare amendments, restatements, and supporting estate planning documents.
• Review and quality-check documents for accuracy, completeness, and compliance with North Carolina law before attorney review.
• Coordinate the transfer of assets into trusts, including real estate, financial accounts, and other assets.
• Work with financial institutions, title companies, and other third parties to complete trust funding.
• Prepare beneficiary designation updates and monitor the completion of funding activities.
• Track and document trust funding progress for active client matters.
• Communicate regularly with clients, schedule meetings, and provide updates throughout the estate planning process.
• Prepare client files and documentation for attorney meetings.
• Monitor deadlines and case milestones to ensure timely completion of all matters.
• Maintain organized and accurate client files within the firm's case management system.
• Record billable and non-billable time accurately and promptly.
• Work closely with attorneys and fellow paralegals to ensure efficient workflow and exceptional client service.
• Participate in regular case review and team meetings.

Skills

Estate planning drafting

Communication skills

Organizational skills

Time management

Tools

Legal case management software

Job description

CAN BE BASED AT the Winston-Salem OR Durham/Chapel Hill location.

MEDICAL, DENTAL & VISION INSURANCE PREMIUMS PAID BY THE FIRM for employees

Our client is seeking an experienced Senior Estate Planning Paralegal to play a key role in their growing estate planning practice. This position offers the opportunity to work closely with attorneys on sophisticated estate planning matters while helping clients navigate important life decisions with confidence and peace of mind.

The successful candidate will join a collaborative, team-oriented firm that values professionalism, exceptional client service, and continuous growth. This is an excellent opportunity for an experienced estate planning paralegal looking for increased responsibility, meaningful client interaction, and long-term career advancement.

Responsibilities

• Draft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related documents under attorney supervision.
• Prepare amendments, restatements, and supporting estate planning documents.
• Review and quality-check documents for accuracy, completeness, and compliance with North Carolina law before attorney review.

Trust Funding

• Coordinate the transfer of assets into trusts, including real estate, financial accounts, and other assets.
• Work with financial institutions, title companies, and other third parties to complete trust funding.
• Prepare beneficiary designation updates and monitor the completion of funding activities.
• Track and document trust funding progress for active client matters.

Client & Case Management

• Communicate regularly with clients, schedule meetings, and provide updates throughout the estate planning process.
• Prepare client files and documentation for attorney meetings.
• Monitor deadlines and case milestones to ensure timely completion of all matters.
• Maintain organized and accurate client files within the firm's case management system.
• Record billable and non-billable time accurately and promptly.
• Work closely with attorneys and fellow paralegals to ensure efficient workflow and exceptional client service.
• Participate in regular case review and team meetings.

Qualifications

The Ideal Candidate

• Significant experience drafting sophisticated estate planning documents, including wills, trusts, powers of attorney, and related documents.
• Strong understanding of North Carolina estate planning law and document preparation.
• Experience coordinating trust funding and working with financial institutions and third parties.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Strong organizational skills and attention to detail.
• Ability to manage multiple matters simultaneously while meeting deadlines.
• Experience using legal case management software.

What Success Looks Like

• Estate planning documents are prepared accurately and require minimal attorney revisions.
• Trust funding is completed efficiently and thoroughly.
• Clients receive outstanding service and clear communication throughout the process.
• Attorneys have confidence in your ability to manage matters independently and proactively.
• Files and records remain organized, accurate, and current.

Why This Opportunity

Our client is a well-established and growing North Carolina law firm focused on estate planning and related practice areas. The firm offers a collaborative, supportive work environment that emphasizes professional development, exceptional client service, and a healthy work-life balance. This is an outstanding opportunity for an experienced estate planning paralegal seeking a long-term career with a respected and expanding practice.