Senior Estate Planning Paralegal

Responsibilities

• Document Drafting
• Prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives under attorney supervision
• Review and quality-check draft documents before attorney review to ensure completeness and compliance with North Carolina law
• Prepare amendments, restatements, and ancillary documents with accuracy and consistency

Trust Funding

• Facilitate the transfer of assets into trusts, including real property, financial accounts, and other holdings
• Coordinate with financial institutions, title companies, and other third parties to complete funding
• Update beneficiary designations and verify that funding is completed accurately and in a timely manner
• Track and document trust funding status across all active client matters

Client & Case Management

• Communicate with clients professionally and compassionately, scheduling meetings and providing updates on matter progress
• Prepare and organize client documents in advance of estate planning meetings
• Maintain accurate and up-to-date client files, digital records, and physical filing in the firm’s case management system
• Enter billable and non-billable time accurately and promptly

Team Collaboration

• Collaborate with attorneys and fellow paralegals to ensure efficient workflow and outstanding client service
• Participate in weekly team case status meetings and monthly case update reviews

Qualifications

• You have 3+ years of experience as a paralegal, specifically in estate planning, with hands-on experience drafting wills, trusts, and related documents
• You have substantial experience with trust funding — you know how to get it done and how to troubleshoot when institutions push back
• You hold a paralegal certificate or degree from an accredited program
• You have a strong working knowledge of North Carolina estate planning law and related regulations
• You are detail-oriented to a fault — errors in this work matter, and you know it
• You are organized and proactive, managing multiple open matters without dropping the ball
• You communicate clearly and compassionately with clients who are often navigating emotional or complex life situations
• You thrive in a collaborative, fast-moving environment and take pride in your work

Compensation

$65,000 - $70,000/year

About Carolina Estate Planning

At Carolina Estate Planning, we don't just practice law — we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success.

Our core values:

• Integrity — We hold ourselves to the highest ethical standards, always.
• Everyone Gets Helped — Great legal work ripples outward. We show up fully for every person we encounter — client or not — because we're in the business of making people's lives better.
• 100% Accountability — We own our actions and our outcomes, no excuses. That standard applies at every level of the firm.
• Growth Mindset — We're committed to continuous learning and helping every team member reach their full potential.
• Rigor — The difference between good and exceptional lives in the details. We hold ourselves to a standard that sets us apart.

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