Trusts & Estates Paralegal — Shape Legacies & Probate

Johnston Allison Hord; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Johnston, Allison & Hord is seeking an experienced paralegal to support the Trusts & Estates Group in Charlotte, NC. Responsibilities include estate planning, probate, estate tax filings, and succession planning.

A college degree and/or paralegal certificate is preferred, and a Notary is required. The candidate should be technologically proficient with Microsoft Office and a legal time and billing system, with strong organizational and communication skills to handle multiple estates efficiently

Qualifications

• Proven ability to manage large volumes of documents with accuracy.
• Experience supporting trusts, estates, probate or family law.
• Notary is required by the role.

Responsibilities

• Collect and organize decedent financial records and tax returns.
• Assist attorneys in drafting wills, revocable/irrevocable trusts with tax provisions.
• Manage estate administration and probate filings from start to finish.
• Prepare guardianship and distribution documents; assist with tax filings.
• Support estate tax filings at federal and state levels.

Skills

Microsoft Office

Typing and proofreading

Strong communication

Organizational skills

Education

Paralegal certificate

Bachelor's degree (preferred)

Notary (required)

Tools

Time & Billing system

Legal document management software

Job description

Johnston, Allison & Hord is seeking an experienced paralegal to support the Trusts & Estates Group in Charlotte, NC. Responsibilities include estate planning, probate, estate tax filings, and succession planning.

A college degree and/or paralegal certificate is preferred, and a Notary is required. The candidate should be technologically proficient with Microsoft Office and a legal time and billing system, with strong organizational and communication skills to handle multiple estates efficiently