Probate Paralegal Case Manager- Charlotte, NC

Job Description

Job Description

At McIntyre Elder Law, we are dedicated to providing sophisticated, personalized legal counsel to

individuals and families throughout North Carolina. Our practice focuses on Estate Planning, Long-

Term Care Planning, Probate, Veterans’ Benefits, Trust administration and Guardianship matters,

with an emphasis on protecting our clients’ interests and providing thoughtful solutions during some of life’s most important transitions.

We are looking for a dedicated professional who demonstrates sound professional judgment and is

committed to delivering excellent service to our clients at our Charlotte office. This position offers

an opportunity to become an integral member of a collaborative legal team while contributing

meaningfully to the administration of complex estate, probate, trust and guardianship matters.

DUTIES:

This position will work with multiple attorneys and legal staff to handle all aspects of probate,

guardianship, and trust administration from initiation to completion. The following attributes are

essential for this role, given its involvement in handling complex legal matters.

· Prepare estate, guardianship, and trust accountings

· E-file and file documents with the Clerk of Court

· Familiarity with financial statements, balance sheets, income statements and tax

filings

· Work directly and communicate well with clients and clients’ advisors

· Have working knowledge of North Carolina local and state court rules

· Track billable and non-billable hours

· Work independently as well as collaborate with attorneys and the team

· Draft and file legal documents

· Organize and maintain correspondence, court papers, case records, as well as digital

and physical case files

· Utilize document management systems to store and retrieve legal documents

· Maintain confidentiality of client information

· Proofread and revise legal documents for contextual, grammatical, typographical, or

spelling errors

· Attend group meetings and training (virtually and in person)

· Billing and financial case management

· Perform clerical tasks such as copying, scanning, mailing and faxing documents

· Attend and assist with educational seminars that we host. These seminars are held outside of normal working hours. Attendance requirement: Up to once per month. Hours worked at seminars above 40 hours/week will be paid at 1.5 times your regular rate and mileage is reimbursed.

Prior Work Experience Background:

To be considered for this position, candidates must have a minimum of two (2) years of prior

professional experience in one or more of the following areas:

accounting, financial services, bookkeeping, estate administration, guardianship administration, or

trust administration.

Skills Needed to Be Successful In This Role:

An ideal candidate will be a collaborative team player who demonstrates a positive and flexible

attitude. The candidate should be highly organized, analytical, detail-oriented, with the ability to

work effectively under tight deadlines. The candidate should also possess strong computer skills and

be proficient in utilizing a variety of software programs, including, but not limited to, Microsoft

Office Suite, Adobe, Google Workspace, and Clio.

McIntyre Elder Law is an Equal Opportunity Employer and does not discriminate based on race,

color, religion, sex, age, national origin, protected veterans, marital status, sexual orientation,

gender identity, disability or any other category prohibited by local, state, or federal law. This

policy applies to all aspects of employment, including recruitment, placement, promotion,

transfer, demotion, compensation, benefits, social and recreational activities, and termination.

Job Type: Full-time:

· Pay: $55,000 to $65,000 per year (DOE), salaried

Benefits:

• Health insurance

• Paid time off

• 401(k)

Education:

• Four-year college degree (Preferred, negotiable based upon prior work experience)

• Paralegal certificate or diploma

Work Environment: In person/office setting, 5 days per week.

Qualified individuals should submit a resume in PDF format outlining their qualifications. All

inquiries are considered confidential.

\nCompany Description

At McIntyre Elder Law, we’re dedicated to assisting North Carolina and South Carolina families, seniors, and their loved ones as they plan for the future.

Company Description

At McIntyre Elder Law, we’re dedicated to assisting North Carolina and South Carolina families, seniors, and their loved ones as they plan for the future.