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Carolina Estate Planning1 week ago

Senior Estate Planning Paralegal

$65,000–$70,000 year

On-site · Winston-Salem, North Carolina, United States

Type
Full Time
Level
Senior Level
Education
License Or Certification
Company size
Unknown

Job Summary

Senior Estate Planning Paralegal responsible for drafting complex estate planning documents (wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives) under attorney supervision; facilitating trust funding with real property, financial accounts, and other holdings; coordinating with financial institutions and title companies; updating beneficiary designations and tracking funding; managing client communications, meetings, deadlines, and case files in the firm’s system; entering billable and non-billable time; collaborating with attorneys and fellow paralegals to maintain efficient workflows; success is measured by accurately drafted documents, properly funded trusts, and strong client service.

Required Qualifications

  • Paralegal certificate or degree from an accredited program
  • 3+ years of estate planning experience
  • Experience drafting wills, trusts, and related documents
  • Knowledge of North Carolina estate planning law and regulations
  • Strong attention to detail and organizational skills
  • Ability to manage multiple matters and communicate with clients
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$65k – $70k / yr

Senior Estate Planning Paralegal · Carolina Estate Planning

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