Paralegal - Estate Planning, Probate

We are looking for a skilled and detail-oriented paralegal to join a boutique law firm in Charlotte, North Carolina. In this role, you will support attorneys in estate planning and probate matters, ensuring all legal processes are handled efficiently and accurately.

Responsibilities:

• Assist attorneys with estate planning tasks, including drafting legal documents and organizing client information.

• Handle probate and estate administration processes, ensuring compliance with all applicable laws.

• Conduct legal research related to probate law and estate planning to support case preparation.

• Prepare and review documentation related to private wealth management and preservation strategies.

• Maintain accurate and organized case files, ensuring timely updates and accessibility for attorneys.

• Communicate effectively with clients to gather necessary information and provide updates on case progress.

• Collaborate with team members to streamline workflows and improve service delivery.

• Stay informed about changes in estate and probate laws to ensure up-to-date practices.

• Facilitate the filing of legal documents with courts and other relevant agencies.

• Provide administrative support to attorneys, including scheduling meetings and managing case deadlines

• Estate planning experience required, probate experience preferred

• Proficiency in handling probate and estate administration processes.

• Strong understanding of probate law and estate planning principles.

• Familiarity with private wealth management and wealth preservation strategies.

• Exceptional organizational skills and attention to detail.

• Ability to conduct thorough legal research and draft accurate documents.

• Excellent communication skills for interacting with clients and team members.

• Capability to manage multiple tasks and prioritize effectively in a fast-paced environment.