Russell Tobin · 1 month ago
Estate Planning Paralegal
Charlotte, NC
Full-time
Onsite
Entry Level
$50K/yr - $80K/yr
1+ years expRussell Tobin is a growing legal practice seeking a detail-oriented Estate Planning and Estate Administration/Probate Paralegal to join its team. The role involves direct client interaction, case management, and document preparation in a supportive and collaborative environment.
ConsultingHuman ResourcesLegalStaffing Agency
Responsibilities
Handle incoming client calls and provide professional communication throughout each matter
Conduct in-person estate planning signing appointments
Draft estate planning documents, probate filings, and deeds
Maintain regular correspondence with clients regarding case status
Manage calendars, schedule appointments, and track deadlines
Organize, maintain, and manage probate files
File and record legal documents; occasional courthouse visits for filings or research
Qualification
Required
Minimum 1 year of experience as an estate planning and/or probate paralegal
A team-oriented professional who can also work independently
Strong client-service mindset with the ability to build rapport
Excellent research, writing, and proofreading skills with a commitment to accuracy
Ability to proactively prioritize multiple tasks and meet deadlines
High attention to detail and strong ownership of work
Positive, solutions-focused attitude
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
Company data provided by crunchbase