Estate Planning and Estate Administration Paralegal

3 weeks ago

Charlotte Bay, Australia Womble Bond Dickinson (US) LLP Full time
Estate Planning and Estate Administration Paralegal

Womble Bond Dickinson (US) LLP is seeking a Paralegal to join the Firm's Private Wealth team. The role requires an understanding and breadth of experience in estate planning and estate and trust administration, including drafting estate planning documents and probate court forms, including accountings.

Responsibilities
  • Assist attorneys with the drafting and preparation of estate planning documents, deeds, asset transfer documents, and estate and trust administration forms
  • Communicate with clients, financial advisors, CPAs, other wealth professionals, and probate court clerks
  • Organize and analyze asset information
  • Prepare estate and trust accountings
  • Prepare federal estate tax returns and gift tax returns
  • Read and interpret wills and trust agreements
  • Ensure proper indexing and filing of original documents
  • Prepare and file documents with probate court across all SC and GA counties
  • Organize and maintain client files ensuring they are current and easily accessible
  • Assist with special projects as needed
Qualifications
  • Bachelor's Degree or equivalent experience in estate planning and administration
  • Minimum 10 years of paralegal experience in estate planning and administration; experience in a large law firm or trust and estates boutique firm preferred
  • Paralegal certification is highly desirable
  • Strong knowledge of estate planning and probate process and rules
  • Proficiency in Microsoft Office Suite and legal research databases
  • Effective written and verbal communication skills
  • Ability to manage multiple tasks and projects with high attention to detail and deadlines
  • Strong organizational and time management skills
  • Ability to work collaboratively in a team environment
  • A compassionate and client-focused approach to handling sensitive matters
Additional information
  • Location: Charlotte, NC
  • Industry: Law Practice
  • Job function: Legal
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
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