LHH
Estate & Wealth Planning Paralegal
LHH is partnering with a distinguished Charlotte law firm to hire an
Estate & Wealth Planning Paralegal . This position supports attorneys with estate administration matters, complex tax return preparation, and ongoing client projects within a sophisticated trusts and estates practice.
Responsibilities
Prepare a wide range of documents, including estate and gift tax returns, probate filings, accountings, and estate planning documents.
Organize, proof, and revise materials related to trust and estate administration.
Assist attorneys with the progression of estate matters, ensuring deadlines and filing requirements are met.
Participate in and help coordinate client meetings, gathering information and providing follow‑up as needed.
Provide analytical support by reviewing information, summarizing documentation, and contributing to planning strategies.
Prepare and file required court documents and related estate paperwork.
Maintain consistent in‑office attendance to collaborate effectively with attorneys and clients.
Perform additional administrative or project‑based tasks as needed.
Experience & Skills
Bachelor’s degree or a combination of relevant education and experience.
Previous hands‑on experience in estate administration is
essential , including the preparation of complex federal estate and gift tax returns for high‑net‑worth clients.
Strong written and verbal communication skills.
Ability to manage multiple active matters independently while maintaining exceptional attention to detail.
Solid understanding of estate planning, probate processes, and related legal concepts.
Benefits Offered
Competitive compensation
Medical, dental, and vision insurance
PTO and paid holidays
Opportunities for professional development and growth
Apply Today Join LHH in supporting a highly regarded estate and wealth planning practice in Charlotte, NC.
Equal Opportunity Employer/Veterans/Disabled
#J-18808-Ljbffr
Estate & Wealth Planning Paralegal . This position supports attorneys with estate administration matters, complex tax return preparation, and ongoing client projects within a sophisticated trusts and estates practice.
Responsibilities
Prepare a wide range of documents, including estate and gift tax returns, probate filings, accountings, and estate planning documents.
Organize, proof, and revise materials related to trust and estate administration.
Assist attorneys with the progression of estate matters, ensuring deadlines and filing requirements are met.
Participate in and help coordinate client meetings, gathering information and providing follow‑up as needed.
Provide analytical support by reviewing information, summarizing documentation, and contributing to planning strategies.
Prepare and file required court documents and related estate paperwork.
Maintain consistent in‑office attendance to collaborate effectively with attorneys and clients.
Perform additional administrative or project‑based tasks as needed.
Experience & Skills
Bachelor’s degree or a combination of relevant education and experience.
Previous hands‑on experience in estate administration is
essential , including the preparation of complex federal estate and gift tax returns for high‑net‑worth clients.
Strong written and verbal communication skills.
Ability to manage multiple active matters independently while maintaining exceptional attention to detail.
Solid understanding of estate planning, probate processes, and related legal concepts.
Benefits Offered
Competitive compensation
Medical, dental, and vision insurance
PTO and paid holidays
Opportunities for professional development and growth
Apply Today Join LHH in supporting a highly regarded estate and wealth planning practice in Charlotte, NC.
Equal Opportunity Employer/Veterans/Disabled
#J-18808-Ljbffr