Senior Estate & Wealth Planning Paralegal

Location: Charlotte, NC (Relocation is open but no relocation expense provide by client).

Type: Direct Hire

Work Model: First 60 days Onsite (5 days/week), then Hybrid (3 days onsite / 2 remote)

Overview:

Prominent law firm with over 400 attorneys and professionals is seeking an experienced Senior Paralegal specializing in Estate and Wealth Planning to join its Charlotte, NC office. This individual will play a key role in estate administration, preparing complex gift and estate tax returns, and providing high-level support for trust and estate matters for high-net-worth clients.

Essential Duties & Responsibilities:

• Abide by ethical requirements as set forth by the Rules of Professional Conduct.
• Draft and prepare legal documents, including federal estate and gift tax returns, probate documents, estate accountings, and estate planning documents.
• Review, proof, revise, and organize documents in estate and trust administration matters.
• Schedule and participate in client meetings and conferences.
• Provide analysis and input regarding estate planning strategies.
• Prepare estate filings and related court documents.
• Maintain detailed records and manage multiple active matters efficiently.
• Perform additional duties as assigned.
• Regular and in-person attendance required during initial training and collaboration phases.

Qualifications & Experience:

• 6–7 years of recent Estate & Wealth Planning Paralegal experience within a law firm environment (required).
• Bachelor’s degree preferred or equivalent combination of education and experience.
• Proven experience in estate administration, including preparation of complex federal estate and gift tax returns for high-net-worth individuals.
• Strong verbal and written communication skills.
• Ability to work independently and manage multiple priorities with strong attention to detail.
• Demonstrated understanding of the legal aspects of estate and trust documentation.

Benefits:

• Comprehensive benefits package including health, dental, vision, and 401(k)
• Located in Uptown Charlotte, NC

Keywords:

Paralegal, Legal Secretary, Estate Planning, Wealth Management, Tax, Legal, Law, Estate Administration, Probate, Trusts, Gift Tax Returns