Estate Planning Paralegal

A growing law firm is seeking an Estate Planning Paralegal to join its Raleigh team and work closely with a managing partner. This is a highly client-facing role where you’ll build meaningful relationships, help families plan for their futures, and keep important details moving behind the scenes. You’ll join a collaborative team that values compassionate service, takes pride in its work, and welcomes ideas for making things better.

What you’ll do

• Provide dedicated support to a managing partner and share support for another estate planning attorney.
• Communicate with clients, follow up on outstanding information, and help keep their planning process moving.
• Assist with document preparation, processing, and organization under attorney supervision.
• Maintain accurate client records and save, organize, and file documents using Clio and NetDocuments.
• Coordinate recurring client meetings through the firm’s estate care membership program, helping clients keep their planning information and documents current.
• Serve as a notary or witness during document signings.
• Own assigned tasks and follow-up, using established workflows and checklists to ensure details are covered.
• Use good judgment to resolve routine questions, seek help from the right team member, and recognize when attorney input is needed.
• Suggest practical ways to improve workflows and the client experience.

What you’ll bring

• At least two years of experience in an office setting, performing administrative, legal assistant, or paralegal work.
• Strong attention to detail, organization, and follow-through.
• A warm, professional communication style and a genuine interest in helping clients.
• Confidence learning software and managing electronic documents accurately.
• Comfort following established systems while working independently and managing competing priorities.
• The confidence to ask questions and secure the guidance needed from a busy attorney.
• A current North Carolina notary commission or willingness and eligibility to obtain one. The firm covers training, licensing, and supplies, with training completed during a workday.

Preferred: Estate planning or trust experience, a bachelor’s degree or paralegal certificate, and familiarity with Clio or NetDocuments.

Why join?

You’ll work closely with a managing partner who is helping drive the firm’s growth, supported by established systems and a collaborative team. The culture centers on showing clients how much you care and continually improving how the work gets done.