Womble Bond Dickinson (US) LLP · 2 days ago
Trust & Estates Paralegal
Charlotte, NC
Full-time
Onsite
Senior Level
5+ years expWomble Bond Dickinson (US) LLP is a law firm seeking a talented Trusts & Estates paralegal to join their Charlotte, NC office. The role involves assisting with estate planning and administration, drafting legal documents, and managing client communications.
CommercialIntellectual PropertyLegal
Responsibilities
Meet with clients, trustees and family members and communicate with beneficiaries
Draft standard and complex estate planning documents, including wills, trusts, powers of attorney, irrevocable trust agreements, trust resolutions and operating agreements and partnership agreements for investment partnerships. Strong consideration given to candidates proficient with document drafting software systems
Prepare deeds, asset spreadsheets and probate pleadings
Organize and analyze asset information
Prepare inventories, asset allocation agreements and asset transfer documents
Prepare federal estate tax returns and gift tax returns
Read and interpret wills and trust instruments
Prepare and file all documents required to probate wills
Prepare receipt and release agreements, disclaimers, affidavits, accounting petitions
Ensure proper indexing and filing of original documents
Review bank statements; notarize documents; and organize and maintain client files
Assist with special projects as needed
Qualification
Required
Understanding of and experience in the field of estate planning and/or estate administration
Experience drafting estate planning documents and probate forms, including accountings, required by the probate court
Meet with clients, trustees and family members and communicate with beneficiaries
Draft standard and complex estate planning documents, including wills, trusts, powers of attorney, irrevocable trust agreements, trust resolutions and operating agreements and partnership agreements for investment partnerships
Prepare deeds, asset spreadsheets and probate pleadings
Organize and analyze asset information
Prepare inventories, asset allocation agreements and asset transfer documents
Prepare federal estate tax returns and gift tax returns
Read and interpret wills and trust instruments
Prepare and file all documents required to probate wills
Prepare receipt and release agreements, disclaimers, affidavits, accounting petitions
Ensure proper indexing and filing of original documents
Review bank statements; notarize documents; and organize and maintain client files
Assist with special projects as needed
Excellent writing and interpersonal communication skills
Strong project management skills with attention to detail and deadlines
Strong organizational skills with ability to prioritize project requirements
Ability to work collaboratively in a team environment with a client service focus
Proficient in the use of Microsoft Outlook, Word and Excel
Knowledge of Probate process and rules, use of judicial council forms
Preferred
Bachelor's Degree
Five to ten years related experience in a mid or large-sized law firm
Company
Womble Bond Dickinson (US) LLP
Womble Bond Dickinson is a transatlantic law firm with more than 1,000 lawyers based in 37 UK and US office locations.
Founded in 2017Winston Salem, North Carolina, USA
1001-5000 employees
H1B Sponsorship
Womble Bond Dickinson (US) LLP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (5)
2023 (6)
2022 (1)
2021 (1)
Funding
Current Stage
Late StageTotal Funding
$5.23MKey Investors
HSBC
2022-04-06Debt Financing· $5.23M
Leadership Team
Elizabeth O. Temple
CEO and Chair
David Attanasio
Partner
Recent News
globallegalchronicle.com
2025-11-14
2025-11-08
bloomberglaw.com
2025-11-06
Company data provided by crunchbase