Estate Planning Paralegal

16 hours ago

Charlotte, North Carolina, United States LHH Full time $60,000 - $80,000 per year

LHH is partnering with a distinguished Charlotte law firm to hire an
Estate & Wealth Planning Paralegal
. This position supports attorneys with estate administration matters, complex tax return preparation, and ongoing client projects within a sophisticated trusts and estates practice.

Responsibilities:

  • Prepare a wide range of documents, including estate and gift tax returns, probate filings, accountings, and estate planning documents.
  • Organize, proof, and revise materials related to trust and estate administration.
  • Assist attorneys with the progression of estate matters, ensuring deadlines and filing requirements are met.
  • Participate in and help coordinate client meetings, gathering information and providing follow-up as needed.
  • Provide analytical support by reviewing information, summarizing documentation, and contributing to planning strategies.
  • Prepare and file required court documents and related estate paperwork.
  • Maintain consistent in-office attendance to collaborate effectively with attorneys and clients.
  • Perform additional administrative or project-based tasks as needed.

Experience & Skills:

  • Bachelor's degree or a combination of relevant education and experience.
  • Previous hands-on experience in estate administration is
    essential
    , including the preparation of complex federal estate and gift tax returns for high-net-worth clients.
  • Strong written and verbal communication skills.
  • Ability to manage multiple active matters independently while maintaining exceptional attention to detail.
  • Solid understanding of estate planning, probate processes, and related legal concepts.

Benefits Offered:

  • Competitive compensation
  • Medical, dental, and vision insurance
  • PTO and paid holidays
  • 401(k) participation
  • Opportunities for professional development and growth

Apply Today

Join LHH in supporting a highly regarded estate and wealth planning practice in Charlotte, NC.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:


• The California Fair Chance Act


• Los Angeles City Fair Chance Ordinance


• Los Angeles County Fair Chance Ordinance for Employers


• San Francisco Fair Chance Ordinance

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