Trusts & Estates Paralegal

Lee Hecht Harrison Nederland B.V.; Raleigh (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

401(k)

HSA

FSA

PTO

Job summary

Lee Hecht Harrison Nederland B.V. in Raleigh, NC seeks an experienced Trusts & Estates Paralegal to join a respected law firm’s estate planning and administration practice.

You will support attorneys on drafting, probate, and trust matters, coordinating with fiduciaries and institutions, and handling tax-related aspects under supervision. The ideal candidate has 5+ years in trusts and estates, excellent communication, and a professional demeanor, with a background in accounting, finance, or

Qualifications

• 5+ years of trust and estate paralegal experience preferred; strong candidates with less experience will be considered.
• Experience with estate administration and probate proceedings.
• Knowledge of wills, trusts, fiduciary responsibilities, and related documentation.
• Tax experience strongly preferred.
• Background in accounting, finance, or mathematics is a plus.
• Strong organizational skills and excellent written and verbal communication.

Responsibilities

• Assist attorneys with estate planning, will and trust drafting, and wealth transfer strategies.
• Manage probate and trust administration matters from inception through closing.
• Review wills, trusts, county records, and other related legal documents.
• Prepare and file probate forms and related court filings.
• Communicate with fiduciaries, beneficiaries, financial institutions, and other parties involved in estate administration.
• Prepare inventories, accountings, asset transfer documents, and estate administration correspondence under attorney supervision.
• Maintain case files, track deadlines, and enter attorney time.
• Support attorneys with tax-related matters associated with estate and trust administration.

Skills

Estate planning experience

Tax experience

Strong communication

Organizational skills

Professional demeanor

Education

Associate's or Bachelor's degree in accounting/finance/mathematics preferred

Job description

Trusts & Estates Paralegal – Raleigh, NC

LHH is partnering with a well-respected midsized business law firm in Raleigh, NC, to identify an experienced Trusts & Estates Paralegal. This is an excellent opportunity to join a highly regarded firm with a collaborative culture and sophisticated estate planning and administration practice. The ideal candidate will have strong trust and estate experience, exceptional communication skills, and a professional presence. Tax experience is highly preferred, and a background in accounting, finance, or mathematics is a plus.

Responsibilities

• Assist attorneys with estate planning, will and trust drafting, and wealth transfer strategies.
• Manage probate and trust administration matters from inception through closing.
• Review wills, trusts, county records, and other related legal documents.
• Prepare and file probate forms and related court filings.
• Communicate with fiduciaries, beneficiaries, financial institutions, and other parties involved in estate administration.
• Prepare inventories, accountings, asset transfer documents, and estate administration correspondence under attorney supervision.
• Maintain case files, track deadlines, and enter attorney time.
• Support attorneys with tax-related matters associated with estate and trust administration.

Qualifications

• 5+ years of trust and estate paralegal experience preferred; strong candidates with less experience will be considered.
• Experience with estate administration and probate proceedings.
• Knowledge of wills, trusts, fiduciary responsibilities, and related documentation.
• Tax experience strongly preferred.
• Associate's or Bachelor's degree preferred; coursework or a degree in accounting, finance, or mathematics is a plus.
• Strong organizational skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Professional demeanor with the ability to interact effectively with clients and colleagues.

Benefits

Medical, dental, life insurance, 401(k), Health Savings Account (HSA), Flexible Spending Account (FSA), and paid time off (PTO).

Pay Details: $60,000.00 to $85,000.00 per year

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.