Estate Administration & Probate Paralegal

We are looking for an Estate Administration & Probate Paralegal who thrives on bringing order and momentum to complex, deadline-driven cases. This role is focused on the administration side of our practice — guiding estates through probate, working closely with the Clerk of Court, financial institutions, and CPAs, and making sure every filing, inventory, and distribution is accurate and on time. You will work directly under the supervision of our attorneys, with additional coordination and support from our Legal Production Case Manager, who oversees workflow across all three of our practice areas (Estate Planning, Probate, and Fiduciary Litigation). This is a role for someone with hands-on probate experience who wants ownership of a caseload and a clear path to grow within a well-run, fast-growing firm. Compensation:

$65,000 - $70,000

base salary plus quarterly performance incentive bonus

Responsibilities:

Probate & Estate Administration Case Work Prepare and file core probate documents, including Notices to Creditors, inventories, accountings, and proposed distributions

Submit and track court filings and deadlines with the Clerk of Court

Coordinate with financial institutions, title companies, and CPAs to gather assets, resolve creditor claims, and finalize distributions

Interview clients and personal representatives to gather facts, documents, and information needed to move estates forward

Assist clients with completing required forms and understanding next steps in the process

Client & Case Management Communicate with clients, personal representatives, and beneficiaries professionally and compassionately throughout the administration process

Monitor case deadlines, court dates, and milestones to keep every matter on track

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

Provide clients with regular, clear updates on case status

Enter billable and non-billable time accurately and promptly

Legal Research & Team Collaboration Conduct legal research on North Carolina probate and estate administration law, including new or novel issues as they arise

Prepare documents and memos for attorney review

Collaborate with attorneys, the Legal Production Case Manager, and fellow paralegals to keep casework moving efficiently

Participate in weekly case status meetings

Triage and prioritize emails, tasks, and calendar items daily

Qualifications:

What Success Looks Like in This Role

Filings, inventories, and accountings are accurate, complete, and submitted on time

Estates move through probate efficiently, with no deadlines missed and no loose ends left untracked

Clients and personal representatives feel informed and supported through a difficult process

120 billable hours per month are consistently met

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

Who You Are

You have 3–5 years of experience as a paralegal working in estate administration and/or probate

You have hands-on experience preparing probate filings and working with the Clerk of Court

You hold a paralegal certificate or degree from an accredited program

You have working knowledge of North Carolina probate and estate administration law

You are detail-oriented and organized — you know that a missed deadline or an inaccurate filing has real consequences for real families

You communicate clearly and compassionately with clients who are often navigating loss or difficult family situations

You can manage multiple open matters independently while staying responsive to attorney direction

Experience with legal case management software is required; experience with estate planning or probate-specific platforms is a plus

About Company 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.

#WHLAW3

Compensation details:

65000-70000 Yearly Salary

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