Senior Estate Planning Paralegal

At Carolina Estate Planning, we're looking for a Senior Estate Planning Paralegal who's ready to make a meaningful impact. In this role, you'll be at the heart of our mission to enhance lives through exceptional legal work. We believe in fostering an environment where you can grow both personally and professionally.

You'll collaborate with a dedicated team that values integrity, accountability, and a growth mindset. Your expertise will help guide clients through the complexities of estate planning, ensuring they feel supported and informed every step of the way. We offer a supportive work culture with genuine work-life balance and competitive compensation. Join us, and let's make a difference together.

$65,000 - $70,000 base salary plus quarterly incentive compensation

Document Drafting

• Draft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives under attorney supervision

• Prepare amendments, restatements, and ancillary documents with accuracy and consistency

• Review and quality-check draft documents before attorney review to ensure completeness and compliance with North Carolina law

Trust Funding

• Facilitate the transfer of assets into trusts, including real property, financial accounts, and other holdings

• Coordinate with financial institutions, title companies, and other third parties to complete funding

• Update beneficiary designations and verify that funding is completed accurately and in a timely manner

• Track and document trust funding status across all active client matters

Client & Case Management

• Communicate with clients professionally and compassionately, scheduling meetings and providing updates on matter progress

• Prepare and organize client documents in advance of estate planning meetings

• Monitor case deadlines, task due dates, and important time frames to keep matters on track

• Maintain accurate and up-to-date client files, digital records, and physical filing in the firm's case management system

• Enter billable and non-billable time accurately and promptly

Team Collaboration

• Collaborate with attorneys and fellow paralegals to ensure efficient workflow and outstanding client service

• Participate in weekly team case status meetings and monthly case update reviews

What Success Looks Like in This Role

• Documents are drafted accurately, completely, and on time - with minimal attorney revisions required

• Trusts are funded correctly and efficiently, with no loose ends left untracked

• Clients feel informed, cared for, and confident throughout the estate planning process

• Attorneys trust you to run with a matter and know it will be handled with expertise and integrity

• Files and records are always current, organized, and audit-ready

• Experience in drafting and preparing complex estate planning documents, including wills, trusts, and powers of attorney

• Proven track record of ensuring document accuracy and compliance with North Carolina law

• Ability to facilitate asset transfers into trusts, coordinating with financial institutions and third parties

• Strong communication skills to professionally and compassionately interact with clients, providing updates and scheduling meetings

• Proficiency in maintaining accurate client files and digital records within a case management system

• Demonstrated ability to monitor case deadlines and ensure timely task completion

• Experience in collaborating with attorneys and paralegals to enhance workflow and client service quality

At Carolina Estate Planning, we don't just practice law - we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success.

Our core values:

• Integrity - We hold ourselves to the highest ethical standards, always.
• Everyone Gets Helped - Great legal work ripples outward. We show up fully for every person we encounter - client or not - because we're in the business of making people's lives better.
• 100% Accountability - We own our actions and our outcomes, no excuses. That standard applies at every level of the firm.
• Growth Mindset - We're committed to continuous learning and helping every team member reach their full potential.
• Rigor - The difference between good and exceptional lives in the details. We hold ourselves to a standard that sets us apart.

Compensation details: 0 Yearly Salary

PIafa526a784dd-1012