Estate Administration Paralegal

About the role

The role of the **Estate Administration Paralegal** is to assist attorneys in the administration of estates, trusts, and guardianships, including drafting correspondence and legal documents and preparing inventories, accountings, and other probate documents; conferring with clients, beneficiaries, insurance companies, financial institutions, public officials, and court administrators; reviewing tax strategies and preparing various tax returns; gathering information and keeping abreast of administrative changes.

Responsibilities

• Aid in the administration of estates, trusts, and guardianships
• Draft correspondence and legal documents
• Prepare inventories, accountings, and other probate documents
• Confer with clients, beneficiaries, insurance companies, financial institutions, public officials, and court administrators
• Review tax strategies and prepare various tax returns
• Gather information and keep abreast of administrative changes
• Aid in ensuring quality service to clients

Requirements

• Strong work ethic
• Exceptional time management, organizational, analytical, and problem-solving skills
• Excellent client communications and service
• Proficient technology skills, including, but not limited to, MS Office Suite and general online research
• Meticulous attention to detail with strong proofreading skills
• Ability to work independently, handle an estate from beginning to end, and collaborate with team members as needed
• Strong accounting skills

Qualifications

• Five to seven years of paralegal experience, preferably in Estate Administration or a combination of accounting or paralegal education and experience
• NC Notary Public commission or the ability to obtain same

Skills

• Strong work ethic
• Exceptional time management, organizational, analytical, and problem-solving skills
• Excellent client communications and service
• Proficient technology skills, including, but not limited to, MS Office Suite and general online research
• Meticulous attention to detail with strong proofreading skills
• Ability to work independently, handle an estate from beginning to end, and collaborate with team members as needed
• Strong accounting skills

Benefits

• Equal opportunity employer

Pay

Negotiable based on experience and qualifications.

Schedule

Full-time position.