Estate & Wealth Planning Paralegal - Direct Hire

RevCats; Charlotte (NC); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Excellent benefits

401(k)

Job summary

RevCats in Charlotte, NC is seeking an experienced Estate & Wealth Planning Paralegal for a full-time, direct-hire position in Uptown Charlotte. Regular in-person attendance is required.

The role involves administering estates and trusts, preparing complex federal estate and gift tax returns for high-net-worth individuals, drafting probate and estate planning documents, and coordinating client meetings with discretion.

Qualifications

• Bachelor's degree or an equivalent combination of relevant education and experience.
• Strong substantive understanding of estate/trust legal documentation, written and verbal communication, organization and independent matter management.
• Excellent written and verbal communication, organization and independence to manage multiple matters

Responsibilities

• Administer estates and trusts; prepare complex federal estate and gift tax returns for high-net-worth individuals; draft probate documents, estate accountings, estate planning documents, estate filings and other court documents.
• Review, proofread, revise and organize estate/trust administration documentation.
• Schedule and participate in client meetings, contribute analysis to matter strategy and manage multiple outstanding matters independently.
• Follow applicable Rules of Professional Conduct and maintain confidentiality.

Skills

Estate administration

Legal document review

Client meetings

Confidentiality

Education

Bachelor's degree

Job description

RevCats is hiring an experienced Estate & Wealth Planning Paralegal for a full-time, direct-hire position in Uptown Charlotte, North Carolina. Regular in-person attendance is required.

Compensation and benefits

$80,000-$95,000 annual salary, based on experience, with excellent benefits and a 401(k). This is permanent employment.

Responsibilities

• Administer estates and trusts; prepare complex federal estate and gift tax returns for high-net-worth individuals; draft probate documents, estate accountings, estate planning documents, estate filings and other court documents.
• Review, proofread, revise and organize estate/trust administration documentation.
• Schedule and participate in client meetings, contribute analysis to matter strategy and manage multiple outstanding matters independently.
• Follow applicable Rules of Professional Conduct and maintain confidentiality.

Required qualifications

• Prior 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 relevant education and experience.
• Strong substantive understanding of estate/trust legal documentation, written and verbal communication, organization and independent matter management.