What are the responsibilities and job description for the Estate & Wealth Planning Paralegal position at LHH?
Estate & Wealth Planning Paralegal – Charlotte, NC
💼 Compensation: $65K–$85K (commensurate with experience)
📍 Location: Uptown Charlotte, NC
Are you an experienced Estate & Wealth Planning Paralegal looking to join a dynamic legal team? This opportunity offers a chance to work with a highly respected AmLaw 200 firm known for its collaborative culture and commitment to excellence.
Why This Role?
- Join a busy, growing team with long-term stability (new team member starting in February upcoming retirement).
- Competitive salary and comprehensive benefits package.
- Opportunity to work on complex, high-net-worth estate planning matters.
Key Responsibilities
- Prepare and draft estate planning documents, probate filings, and federal estate/gift tax returns.
- Manage estate and trust administration, including accountings and court filings.
- Coordinate client meetings and provide strategic input on estate planning matters.
- Ensure compliance with ethical standards and maintain strong attention to detail.
Qualifications
- Bachelor’s degree or equivalent experience.
- Prior experience in estate administration, including preparation of complex federal estate and gift tax returns.
- Strong communication skills and ability to manage multiple matters independently.
💡 Ideal Candidate: Detail-oriented, proactive, and experienced in handling high-net-worth estate planning.
📩 Interested? Apply today or reach out for a confidential conversation!
Salary : $65,000 - $85,000