Probate Paralegal - Concord, NC

McIntyre Elder Law; Concord (NC); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k)

Job summary

McIntyre Elder Law in North Carolina seeks a Probate Paralegal to support estate planning, probate, guardianship, and related matters. The role emphasizes accuracy, client communication, and collaboration with attorneys to protect clients’ interests.

The position is full-time, with in-person work in an office setting. A paralegal certificate or degree is preferred, and salary ranges from $55,000 to $65,000 per year, DOE.

Qualifications

• Minimum two years of professional experience in accounting, financial services, bookkeeping, estate administration, guardianship administration or trust administration.
• Experience supporting attorneys and coordinating with clients and advisors is preferred.
• Strong computer skills and familiarity with document management systems.

Responsibilities

• Prepare estate, guardianship, and trust accountings.
• E-file and file documents with the Clerk of Court.
• Familiarity with financial statements, balance sheets, income statements, and tax filings.
• Work with clients, their advisors, and internal team to ensure accurate matter management.
• Know NC local and state court rules and maintain confidentiality of client information.
• Track billable and non-billable hours and assist with billing tasks.
• Draft and file legal documents and organize case files.
• Utilize document management systems to store/retrieve documents.

Skills

Collaborative

Organized

Analytical

Detail-oriented

MS Office

Adobe

Google Workspace

Clio

Education

Four-year college degree

Paralegal certificate or diploma

Tools

MS Office Suite

Adobe

Google Workspace

Clio

Job description

Join the McIntyre Elder Law Team

Looking for a career that goes beyond the ordinary?

You’re in the right place. At McIntyre Elder Law we help families across North Carolina achieve peace of mind.

Probate Paralegal

At McIntyre Elder Law, we are dedicated providing sophisticated, personalized legal counsel to individuals and families throughout North Carolina. Our practice focuses on Estate Planning, Long-Term Care Planning, Probate, Veterans’ Benefits, Trust administration and Guardianship matters, with an emphasis on protecting our clients’ interests and providing thoughtful solutions during some of life’s most important decisions.

Duties

• Prepare estate, guardianship, and trust accountings
• E-file and file documents with the Clerk of Court
• Familiarity with financial statements, balance sheets, income statements, and tax filings.
• Work directly and communicate well with clients and clients’ advisors.
• Have working knowledge of North Carolina local and state court rules.
• Track billable and non-billable hours.
• Work independently as well as collaborate with attorneys and the team.
• Draft and file legal documents.
• Organize and maintain correspondence, court papers, case records, as well as digital and physical case files
• Utilize document management systems to store and retrieve legal documents.
• Maintain confidentiality of client information
• Proofread and revise legal documents for contextual, grammatical, typographical, or spelling errors.
• Attend group meetings and trainings (virtually and in-person)
• Billing and financial case management.
• Perform clerical tasks such as copying, scanning, mailing, and faxing documents.
• Attend and assist with educational seminars that we host. These seminars are held outside of normal working hours. Attendance requirement: up to once per month. Hours worked at seminars above 40 hours/week will be paid at 1.5 times your regular rate and mileage is reimbursed.

Prior Work Experience Background

To be considered for this position, candidates must have a minimum of two (2) years of. prior professional experience in one or more of the following areas: accounting, financial services, bookkeeping, estate administration, guardianship administration or trust administration.

Skills Needed To Be Successful In This Role

An ideal candidate will be a collaborative team player who demonstrates a positive and flexible attitude. The candidate should be highly organized, analytical, detail-oriented, with the ability to work effectively under tight guidelines. The candidate should also possess strong computer skills and be proficient in utilizing a variety of software programs, including, but not limited to, Microsoft Office Suite, Adobe, Google Workspace, and Clio.

McIntyre Elder Law is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, age, national origin, protected veterans, marital status, sexual orientation, gender identity, disability or any other category prohibited by local, state, or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities, and termination.

Job Type: Full-time

• Pay: $55,000 to $65,000 per year (DOE), salaried

Benefits

• Health insurance
• Paid time off
• 401(k)

Education

• Four-year college degree (Preferred, negotiable based upon prior work experience)
• Paralegal certificate or diploma

Work Environment

In person/office setting, 5 days per week.

Qualified individuals should submit a resume in PDF format outlining their qualifications. All inquiries are considered confidential.