Estate & Wealth Planning Paralegal jobs in United States
cer-icon
Apply on Employer Site
company-logo

LHH ยท 3 weeks ago

Estate & Wealth Planning Paralegal

positionCharlotte, NC
timeFull-time
remoteOnsite
seniorityMid Level
money$65K/yr - $85K/yr

LHH is a highly respected AmLaw 200 firm known for its collaborative culture and commitment to excellence. They are seeking an experienced Estate & Wealth Planning Paralegal to work on complex, high-net-worth estate planning matters.

Human Resources
Hiring Manager
Kristina T.
linkedin

Responsibilities

Prepare and draft estate planning documents, probate filings, and federal estate/gift tax returns
Manage estate and trust administration, including accountings and court filings
Coordinate client meetings and provide strategic input on estate planning matters
Ensure compliance with ethical standards and maintain strong attention to detail

Qualification

Estate administrationFederal estate tax returnsGift tax returnsCommunication skillsProactiveIndependent managementDetail-oriented

Required

Bachelor's degree or equivalent experience
Prior experience in estate administration, including preparation of complex federal estate and gift tax returns
Strong communication skills and ability to manage multiple matters independently

Benefits

Competitive salary and comprehensive benefits package.

Company

LHH

twitter
Glassdoor3.4
company-logo
At LHH, we believe work should be meaningful, fulfilling, and connected.
dateFounded in 1967
location
Jacksonville, Florida, US
people-size10001+ employees
web-link
http://www.lhh.com

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Dave Hilbig
President & CEO, OCM-LHH Utah, Wyoming
linkedin
leader-logo
Ted Diven, MBA
CEO - OCM / Lee Hecht Harrison (ID, MT, NV)
linkedin

Recent News

24-7 Press Release Newswire
Marquis Who's Who Honors Kathleen Pollard Ochab for Expertise in Personal Development Consulting
2025-05-17
Company data provided by crunchbase