via LinkedIn
$65K - 85K a year
Prepare and draft estate planning documents and tax returns, manage estate and trust administration, coordinate client meetings, and ensure compliance.
Bachelor's degree or equivalent experience, prior estate administration experience including complex federal estate and gift tax returns, strong communication and independent matter management.
Estate & Wealth Planning Paralegal – Charlotte, NC 💼 Compensation: $65K–$85K+ (commensurate with experience) 📍 Location: Uptown Charlotte, NC Are you an experienced Estate & Wealth Planning Paralegal looking to join a dynamic legal team? This opportunity offers a chance to work with a highly respected AmLaw 200 firm known for its collaborative culture and commitment to excellence. Why This Role? • Join a busy, growing team with long-term stability (new team member starting in February + upcoming retirement). • Competitive salary and comprehensive benefits package. • Opportunity to work on complex, high-net-worth estate planning matters. Key Responsibilities • Prepare and draft estate planning documents, probate filings, and federal estate/gift tax returns. • Manage estate and trust administration, including accountings and court filings. • Coordinate client meetings and provide strategic input on estate planning matters. • Ensure compliance with ethical standards and maintain strong attention to detail. Qualifications • Bachelor’s degree or equivalent experience. • Prior experience in estate administration, including preparation of complex federal estate and gift tax returns. • Strong communication skills and ability to manage multiple matters independently. 💡 Ideal Candidate: Detail-oriented, proactive, and experienced in handling high-net-worth estate planning. 📩 Interested? Apply today or reach out for a confidential conversation!
This job posting was last updated on 11/25/2025