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.