Trust & Estate Paralegal

1 month ago


Charlotte, United States Find Great People | FGP Full time

An established law firm is seeking a Trust/Estate Paralegal for its Charlotte, NC office.

Duties:

  • Utilize a case management system to assist with the preparation of estate planning documents
  • Participate in meetings with clients, attorneys and advisors during the estate planning process
  • Communicate with clients, family members, trustees, other attorneys and professionals

Qualifications:

  • Bachelor degree or equivalent education and work experience
  • At least two plus years of experience in a professional services firm with a concentration in estate planning, probate services or other relevant work
  • Experience with billable time preferred


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