Estate Planning Specialist

4 days ago


Raleigh, North Carolina, United States Jobot Full time
About the Role

We are seeking an experienced Estate/Trust Administration Paralegal to support our attorneys in managing estates and trusts. The ideal candidate will have a minimum of 2 years of experience in estate and trust administration, with a strong understanding of North Carolina estate and trust laws.

Key Responsibilities
  • Administer estates and trusts from inception to completion, ensuring compliance with legal requirements.
  • Prepare and file probate documents, including petitions, inventories, and accountings.
  • Communicate effectively with clients, beneficiaries, and other parties.
  • Draft and review legal documents and correspondence.
  • Coordinate with financial institutions and other professionals.
  • Assist with federal and state tax return preparation.
  • Maintain accurate records of estate and trust transactions.
  • Conduct legal research as needed.
  • Provide general administrative support to attorneys.
Requirements
  • Minimum 2 years of estate and trust administration experience.
  • Paralegal certification or equivalent experience.
  • Knowledge of North Carolina estate and trust laws.
  • Strong organizational and communication skills.
  • Proficiency in Microsoft Office and legal software.


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