Trust and Estates Paralegal

2 weeks ago


Cary, North Carolina, United States Carolina Family Estate Planning Full time
Job Title: Trust and Estates Paralegal

We are seeking a highly skilled and experienced Trust and Estates Paralegal to join our team at Carolina Family Estate Planning. As a key member of our team, you will be responsible for guiding clients through the probate and trust administration processes with professionalism and empathy.

Key Responsibilities:

  • Review and manage estate files, ensuring all documents are accurate and up-to-date.
  • Collaborate with attorneys, legal assistants, and other team members to move cases forward efficiently.
  • Regularly communicate with clients, beneficiaries, and other stakeholders to keep them informed on the progress of estate administration.
  • Prepare and file necessary probate and trust documents with the court.
  • Monitor deadlines, task lists, and calendars to ensure timely progress on estate matters.
  • Assist executors and trustees by providing advice and reassurance during the estate settlement process.
  • Contribute to team discussions to improve operational efficiencies and enhance client service.

What We Offer:

  • A total compensation package of $50,000 to $75,000+, including a base salary of $45,000 to $70,000 based on experience, and incentive compensation based on accomplishing Key Performance Indicators (KPIs) and Measures of Success.
  • A comprehensive benefits package, including medical, dental, vision, life insurance coverage, short-term and long-term disability coverage, and matching contributions to your tax-deferred retirement savings.
  • A hybrid remote/in-office position with flexible paid time off accrued from Day One and 12 paid holidays annually.

About Us:

Carolina Family Estate Planning is a distinguished woman-owned law firm in Cary, NC, dedicated to empowering our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving.

How to Apply:

Ready to embark on a rewarding career with us? Applying is simple and mobile-friendly. Kickstart your journey by completing our quick, 3-minute initial application process.


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