Trust & Estate Paralegal

Job Description

Job Description

Trust & Estate Paralegal - Charlotte, NC

We are seeking an experienced Estate & Wealth Planning Paralegal to join our client's Charlotte, NC office. This position plays a key role in supporting attorneys with estate and trust administration, tax return preparation, and high-level client service for high-net-worth individuals.

Key Responsibilities:

• Draft and prepare federal estate and gift tax returns, probate documents, estate accountings, and estate planning materials

• Assist with estate and trust administration, including reviewing and organizing related documents

• Prepare estate filings and related court documents

• Schedule and participate in client meetings and conferences

• Provide input and analysis to support strategic planning for client matters

• Ensure compliance with ethical standards and firm protocols

• Perform other duties and support special projects as assigned

• Regular, in-person attendance required

Qualifications:

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

• Prior experience in estate administration, including preparation of complex federal estate and gift tax returns

• Strong verbal and written communication skills

• Ability to manage multiple tasks independently

• Deep understanding of estate, trust, and tax-related legal documentation

Generous benefits include: Comprehensive medical, dental, and vision insurance;  401(k) with firm match and profit sharing; PTO, parental leave, and disability coverage;  Wellness programs, EAP, and professional development support. If you are an organized, detail-oriented paralegal with experience in trust and estate matters, we encourage you to apply and grow your career with a firm that values excellence and collaboration.

Pay Details: $65,000.00 to $85,000.00 per year

Search managed by: Julie Andrews

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Company Description

Global Management Consulting firm.

Company Description

Global Management Consulting firm.