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Carolina Family Estate Planning · 3 months ago

Estate & Trust Administration Paralegal

Cary, NC

Full-time

Onsite

Entry, Mid Level

$24/hr - $30/hr

2+ years exp

Carolina Family Estate Planning is a distinguished woman-owned law firm in Cary, NC, focused on empowering the community through comprehensive estate planning and administration services. They are seeking an Estate Administration Paralegal to assist clients through the probate and trust administration process with compassion and professionalism.

Asset ManagementLegalNursing and Residential Care

Responsibilities

Client Interaction: Serve as the primary point of contact for clients, beneficiaries, and other stakeholders. Provide compassionate and professional support throughout the estate administration process

Case Management: Review and manage your calendar, task list in the firm's case management software, and email inbox daily to create and implement action plans that move client matters forward efficiently

Document Preparation: Prepare, review, and file all necessary probate and trust administration documents. Ensure accuracy and compliance with North Carolina probate laws

Coordination with Team Members: Collaborate with other legal team members to gather necessary information and documentation for each case. Delegate tasks and follow up to ensure timely completion

Attorney Support: Regularly review case statuses and plans with attorneys. Provide updates and discuss strategies to address any issues or delays

Client Updates: Keep executors, trustees, and beneficiaries informed about the status of their estate administration matters. Provide clear and timely communication to manage expectations and reduce anxiety

Operational Efficiency: Participate in team meetings to discuss client matters and identify opportunities to improve operational efficiencies. Contribute to the continuous improvement of processes and procedures

Filing and Tracking: Meticulously produce and track filings for each estate and trust administration matter. Maintain organized records and ensure all deadlines are met

Team Collaboration: Work closely with other team members to support overall firm goals and client objectives. Foster a collaborative and supportive work environment

Qualification

Estate administration experienceNorth Carolina probate lawsCase management softwareDocument preparationClient communicationTeam collaborationOrganizational skillsAttention to detail