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LHH · 2 hours ago

Estate Planning Paralegal

Charlotte, NC

Full-time

Onsite

Mid Level

$80K/yr - $90K/yr

LHH is partnering with a distinguished Charlotte law firm to hire an Estate & Wealth Planning Paralegal. This position supports attorneys with estate administration matters, complex tax return preparation, and ongoing client projects within a sophisticated trusts and estates practice.

Human Resources

Hiring Manager

Richard Harley

Responsibilities

Prepare a wide range of documents, including estate and gift tax returns, probate filings, accountings, and estate planning documents

Organize, proof, and revise materials related to trust and estate administration

Assist attorneys with the progression of estate matters, ensuring deadlines and filing requirements are met

Participate in and help coordinate client meetings, gathering information and providing follow-up as needed

Provide analytical support by reviewing information, summarizing documentation, and contributing to planning strategies

Prepare and file required court documents and related estate paperwork

Maintain consistent in-office attendance to collaborate effectively with attorneys and clients

Perform additional administrative or project-based tasks as needed

Qualification

Estate administration experiencePreparation of tax returnsProbate processesWritten communication skillsVerbal communication skillsAttention to detailBachelor’s degreeManage multiple matters

Required

Bachelor's degree or a combination of relevant education and experience

Previous hands-on experience in estate administration is essential, including the preparation of complex federal estate and gift tax returns for high-net-worth clients

Strong written and verbal communication skills

Ability to manage multiple active matters independently while maintaining exceptional attention to detail

Solid understanding of estate planning, probate processes, and related legal concepts