Estate & Wealth Planning Paralegal (Contract-to-Hire)

RevCats

Charlotte (NC)

On-site

USD 40,000 - 90,000

Full time

2 days ago
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Benefits offered by this job

Benefits package
401(k)

Job summary

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.

Qualifications

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

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
  • Follow applicable professional ethical standards.

Skills

Written communication
Verbal communication

Education

Bachelor's degree

Job description

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.

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