Senior Estate Planning Paralegal
Job Description
We are looking for a Senior Estate Planning Paralegal who is not just experienced - but genuinely excellent at this work. This is a role for someone who has spent years in the trenches of estate planning: drafting complex wills and trusts, funding trusts with precision, and supporting attorneys with the kind of depth and independence that makes a legal team truly hum.
You will work directly with our attorneys to serve clients navigating some of the most important decisions of their lives. You bring technical mastery, a sharp attention to detail, and a calm, client-centered presence to every file you touch. Under the direction of the attorneys you support, you will take ownership of your caseload and deliver billable, high-quality work that makes a real difference for clients - and the firm.
Compensation:$65,000 - $70,000 yearly
Responsibilities:
Document Drafting
- Draft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives under attorney supervision
- Prepare amendments, restatements, and ancillary documents with accuracy and consistency
- Review and quality-check draft documents before attorney review to ensure completeness and compliance with North Carolina law
Trust Funding
- Facilitate the transfer of assets into trusts, including real property, financial accounts, and other holdings
- Coordinate with financial institutions, title companies, and other third parties to complete funding
- Update beneficiary designations and verify that funding is completed accurately and in a timely manner
- Track and document trust funding status across all active client matters
Client & Case Management
- Communicate with clients professionally and compassionately, scheduling meetings and providing updates on matter progress
- Prepare and organize client documents in advance of estate planning meetings
- Monitor case deadlines, task due dates, and important time frames to keep matters on track
- Maintain accurate and up-to-date client files, digital records, and physical filing in the firm's case management system
- Enter billable and non-billable time accurately and promptly
Team Collaboration
- Collaborate with attorneys and fellow paralegals to ensure efficient workflow and outstanding client service
- Participate in weekly team case status meetings and monthly case update reviews
What Success Looks Like in This Role
- Documents are drafted accurately, completely, and on time - with minimal attorney revisions required
- Trusts are funded correctly and efficiently, with no loose ends left untracked
- Clients feel informed, cared for, and confident throughout the estate planning process
- Attorneys trust you to run with a matter and know it will be handled with expertise and integrity
- Files and records are always current, organized, and audit-ready
Qualifications:
Who You Are
- You have 3+ years of experience as a paralegal, specifically in estate planning, with hands-on experience drafting wills, trusts, and related documents
- You have substantial experience with trust funding - you know how to get it done and how to troubleshoot when institutions push back
- You hold a paralegal certificate or degree from an accredited program
- You have a strong working knowledge of North Carolina estate planning law and related regulations
- You are detail-oriented to a fault - errors in this work matter, and you know it
- You are organized and proactive, managing multiple open matters without dropping the ball
- You communicate clearly and compassionately with clients who are often navigating emotional or complex life situations
- You thrive in a collaborative, fast-moving environment and take pride in your work
About Company
At Carolina Estate Planning, we don't just practice law - we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success.
Our core values:
- Integrity - We hold ourselves to the highest ethical standards, always.
- Everyone Gets Helped - Great legal work ripples outward. We show up fully for every person we encounter - client or not - because we're in the business of making people's lives better.
- 100% Accountability - We own our actions and our outcomes, no excuses. That standard applies at every level of the firm.
- Growth Mindset - We're committed to continuous learning and helping every team member reach their full potential.
- Rigor - The difference between good and exceptional lives in the details. We hold ourselves to a standard that sets us apart.
Compensation details: 65000-70000 Yearly Salary
PI5b26d5a21738-29448-40739566
We are looking for a Senior Estate Planning Paralegal who is not just experienced - but genuinely excellent at this work. This is a role for someone who has spent years in the trenches of estate planning: drafting complex wills and trusts, funding trusts with precision, and supporting attorneys with the kind of depth and independence that makes a legal team truly hum.
You will work directly with our attorneys to serve clients navigating some of the most important decisions of their lives. You bring technical mastery, a sharp attention to detail, and a calm, client-centered presence to every file you touch. Under the direction of the attorneys you support, you will take ownership of your caseload and deliver billable, high-quality work that makes a real difference for clients - and the firm.
Compensation:$65,000 - $70,000 yearly
Responsibilities:
Document Drafting
- Draft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives under attorney supervision
- Prepare amendments, restatements, and ancillary documents with accuracy and consistency
- Review and quality-check draft documents before attorney review to ensure completeness and compliance with North Carolina law
Trust Funding
- Facilitate the transfer of assets into trusts, including real property, financial accounts, and other holdings
- Coordinate with financial institutions, title companies, and other third parties to complete funding
- Update beneficiary designations and verify that funding is completed accurately and in a timely manner
- Track and document trust funding status across all active client matters
Client & Case Management
- Communicate with clients professionally and compassionately, scheduling meetings and providing updates on matter progress
- Prepare and organize client documents in advance of estate planning meetings
- Monitor case deadlines, task due dates, and important time frames to keep matters on track
- Maintain accurate and up-to-date client files, digital records, and physical filing in the firm's case management system
- Enter billable and non-billable time accurately and promptly
Team Collaboration
- Collaborate with attorneys and fellow paralegals to ensure efficient workflow and outstanding client service
- Participate in weekly team case status meetings and monthly case update reviews
What Success Looks Like in This Role
- Documents are drafted accurately, completely, and on time - with minimal attorney revisions required
- Trusts are funded correctly and efficiently, with no loose ends left untracked
- Clients feel informed, cared for, and confident throughout the estate planning process
- Attorneys trust you to run with a matter and know it will be handled with expertise and integrity
- Files and records are always current, organized, and audit-ready
Qualifications:
Who You Are
- You have 3+ years of experience as a paralegal, specifically in estate planning, with hands-on experience drafting wills, trusts, and related documents
- You have substantial experience with trust funding - you know how to get it done and how to troubleshoot when institutions push back
- You hold a paralegal certificate or degree from an accredited program
- You have a strong working knowledge of North Carolina estate planning law and related regulations
- You are detail-oriented to a fault - errors in this work matter, and you know it
- You are organized and proactive, managing multiple open matters without dropping the ball
- You communicate clearly and compassionately with clients who are often navigating emotional or complex life situations
- You thrive in a collaborative, fast-moving environment and take pride in your work
About Company
At Carolina Estate Planning, we don't just practice law - we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success.
Our core values:
- Integrity - We hold ourselves to the highest ethical standards, always.
- Everyone Gets Helped - Great legal work ripples outward. We show up fully for every person we encounter - client or not - because we're in the business of making people's lives better.
- 100% Accountability - We own our actions and our outcomes, no excuses. That standard applies at every level of the firm.
- Growth Mindset - We're committed to continuous learning and helping every team member reach their full potential.
- Rigor - The difference between good and exceptional lives in the details. We hold ourselves to a standard that sets us apart.
Compensation details: 65000-70000 Yearly Salary
PI5b26d5a21738-29448-40739566