Paralegal - Estate Planning, Probate

We are looking for a skilled and detail-oriented paralegal to join a boutique law firm in Charlotte, North Carolina. In this role, you will support attorneys in estate planning and probate matters, ensuring all legal processes are handled efficiently and accurately.

Responsibilities:

• Assist attorneys with estate planning tasks, including drafting legal documents and organizing client information.

• Handle probate and estate administration processes, ensuring compliance with all applicable laws.

• Conduct legal research related to probate law and estate planning to support case preparation.

• Prepare and review documentation related to private wealth management and preservation strategies.

• Maintain accurate and organized case files, ensuring timely updates and accessibility for attorneys.

• Communicate effectively with clients to gather necessary information and provide updates on case progress.

• Collaborate with team members to streamline workflows and improve service delivery.

• Stay informed about changes in estate and probate laws to ensure up-to-date practices.

• Facilitate the filing of legal documents with courts and other relevant agencies.

• Provide administrative support to attorneys, including scheduling meetings and managing case deadlines

• Estate planning experience required, probate experience preferred

• Proficiency in handling probate and estate administration processes.

• Strong understanding of probate law and estate planning principles.

• Familiarity with private wealth management and wealth preservation strategies.

• Exceptional organizational skills and attention to detail.

• Ability to conduct thorough legal research and draft accurate documents.

• Excellent communication skills for interacting with clients and team members.

• Capability to manage multiple tasks and prioritize effectively in a fast-paced environment.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.