Estate & Wealth Planning Paralegal

RevCats; Charlotte (NC); In loco; USD 40.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Benefits package

401(k)

Descrizione del lavoro

RevCats in Charlotte, NC is seeking an onsite contract-to-hire professional to support estate and trust administration. Responsibilities include drafting probate documents, estate accountings, planning documents, and preparing federal estate and gift tax returns. In-person attendance is required.

The role offers $40/hour W2 during the contract period with potential conversion to a $90,000 annual salary upon full-time hire, along with excellent benefits and a 401(k) plan.

Competenze

• Bachelor's degree or equivalent combination of education and experience.
• Strong written and verbal communication.
• Regular in-person attendance is required.

Mansioni

• Support estate and trust administration, including drafting and preparing probate documents, estate accountings, estate planning documents, and federal estate and gift tax returns.
• Review, proofread, revise, and organize documents
• Prepare court filings
• Schedule and participate in client meetings
• Contribute analysis to matter strategy
• Follow applicable professional ethical standards.

Conoscenze

Written communication

Verbal communication

Formazione

Bachelor's degree

Descrizione del lavoro

About the role

Support estate and trust administration in this onsite, contract-to-hire role in Uptown Charlotte, North Carolina. Two positions are available.

Compensation and employment terms

$40/hour W2 during the contract period; $90,000 annual salary upon full-time conversion after six months. Excellent benefits and 401(k) are offered. Candidates must be open to both contract and full-time employment; contract-only applicants will not be considered.

Responsibilities

• Support estate and trust administration, including drafting and preparing probate documents, estate accountings, estate planning documents, and federal estate and gift tax returns. Review, proofread, revise, and organize documents
• prepare court filings
• schedule and participate in client meetings
• contribute analysis to matter strategy
• and follow applicable professional ethical standards.

Required qualifications

• estate administration experience, including preparation of complex federal estate and gift tax returns for high-net-worth individuals
• bachelor's degree or an equivalent combination of education and experience
• strong written and verbal communication
• ability to manage multiple matters independently and maintain a substantive understanding of relevant legal processes and documentation. Regular in-person attendance is required.