W3Global · 3 days ago
Estate Administration Paralegal
Charlotte, NC
Full-time
Onsite
Mid Level
3+ years expW3Global is seeking an experienced Estate Administration Paralegal to help their clients navigate the probate and trust administration process with compassion and professionalism. The role involves drafting legal documents, maintaining client communication, and ensuring efficient estate administration processes.
ConsultingRecruitingStaffing Agency
Responsibilities
Drafting petitions, inventories, accountings, and deeds for filing with the Clerk of Superior Court
Tracking deadlines, organizing case files, and maintaining client communication to move estate matters forward
Serve as the primary point of contact for clients, beneficiaries, and other stakeholders. Provide compassionate and professional support throughout the estate administration process
Regularly review case statuses and plans with attorneys. Provide updates and discuss strategies to address any issues or delays
Participate in team meetings to discuss client matters and identify opportunities to improve operational efficiencies. Contribute to the continuous improvement of processes and procedures
Meticulously produce and track filings for each estate and trust administration matter. Maintain organized records and ensure all deadlines are met
Qualification
Required
Must be familiar with NC probate laws
Must have experience in estate administration processes
Must have a working knowledge of the probate court system
Drafting petitions, inventories, accountings, and deeds for filing with the Clerk of Superior Court
Tracking deadlines, organizing case files, and maintaining client communication to move estate matters forward
Serve as the primary point of contact for clients, beneficiaries, and other stakeholders
Provide compassionate and professional support throughout the estate administration process
Regularly review case statuses and plans with attorneys
Provide updates and discuss strategies to address any issues or delays
Participate in team meetings to discuss client matters and identify opportunities to improve operational efficiencies
Contribute to the continuous improvement of processes and procedures
Meticulously produce and track filings for each estate and trust administration matter
Maintain organized records and ensure all deadlines are met
Candidates should demonstrate professionalism, initiative, and a thorough understanding of legal procedures relevant to estate administration
Do you have a paralegal degree from an ABA accredited program?
Do you have a paralegal certificate from an ABA accredited program?
estate administration: 3 years (Required)
Company
W3Global
W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Sridhar Venkatesan
CEO
Company data provided by crunchbase