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Delta System & Software, Inc. · 4 days ago

Estate and Wealth Planning Paralegal

Charlotte, NC

Full-time

Onsite

Mid Level

Delta System & Software, Inc. is seeking an Estate and Wealth Planning Paralegal to assist in estate administration and planning. The role involves drafting documents, reviewing and organizing materials, and participating in client meetings while ensuring compliance with ethical standards.

CRMInformation TechnologyRoboticsSoftware

Hiring Manager

Abhishek P.

Responsibilities

Abides by the ethical requirements as set forth by the Rules of Professional Conduct

Drafts and/or prepares documents (e.g., federal estate and gift tax returns, probate documents, estate accountings, estate planning documents)

Reviews, proofs, revises, and organizes documents in in estate and trust administration matters

Schedules and participates in meetings or conferences with clients

Provides analysis and input regarding the development of strategies

Prepares estate filings, and other court documents

Regular and in-person attendance is required to perform the essential functions of this interactive position

Performs additional duties and responsibilities as assigned

Qualification

Estate administrationFederal estate tax returnsGift tax returnsLegal documentationVerbal communicationWritten communicationIndependent work

Required

Bachelor's degree or equivalent combination of experience and education required

Prior experience in estate administration required, including experience with the preparation of complex federal estate and gift tax returns for high net worth individuals

Candidates must have strong verbal and written communication skills, the ability to work independently on multiple outstanding matters, and be able to maintain a strong substantive understanding of the legal aspects of their work and related documentation