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Estate Planning and Administration Professional
3 weeks ago
Our firm is seeking a skilled Paralegal to join our Private Wealth team. This exciting opportunity requires a strong understanding of estate planning and administration, including drafting documents and handling probate court forms.
Key Responsibilities- Collaborate with attorneys on the preparation of estate planning documents, deeds, and asset transfer documents.
- Communicate effectively with clients, financial advisors, CPAs, and other professionals involved in the estate planning process.
- Analyze and organize asset information for accurate estate accounting.
- Prepare federal estate tax returns and gift tax returns.
- Read and interpret wills and trust agreements.
- Maintain organized client files and ensure seamless access to vital documents.
- Bachelor's Degree or equivalent experience in estate planning and administration.
- At least 10 years of paralegal experience in estate planning and administration, preferably in a large law firm or trust and estates boutique firm.
- Paralegal certification is highly desirable.
- Strong knowledge of estate planning and probate processes 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.
- Capacity to work collaboratively as part of a team.
- A compassionate approach to handling sensitive matters.
- Location: Charlotte, NC
- Industry: Law Practice
- Job function: Legal
- Seniority level: Mid-Senior level
- Employment type: Full-time
