Estate & Trust Administration Paralegal

Carolina Family Estate Planning • Cary, NC

1d • $49,000 - $62,500 • Onsite

About The Position

Are you a paralegal equipped with at least two years of North Carolina estate administration experience? Do you possess a keen eye for detail, organize effectively, and approach clients with kindness and empathy? Are you adept at explaining complex concepts in understandable terms, excel in collaborative team environments, and consistently deliver quality work? If these qualities resonate with you, you might just be the ideal candidate we're seeking. Join us at Carolina Family Estate Planning, and play a pivotal role in building better lives for generations to come. Carolina Family Estate Planning is looking for an Estate Administration Paralegal to help our clients navigate the probate and trust administration process with compassion and professionalism. If you're a probate paralegal who is passionate about making a difference in clients' lives and is looking for a role that combines stimulating work with rewarding outcomes, we invite you to explore a career with us.

Requirements

• paralegal equipped with at least two years of North Carolina estate administration experience
• keen eye for detail
• organize effectively
• approach clients with kindness and empathy
• adept at explaining complex concepts in understandable terms
• excel in collaborative team environments
• consistently deliver quality work

Responsibilities

• Client Interaction: Serve as the primary point of contact for clients, beneficiaries, and other stakeholders. Provide compassionate and professional support throughout the estate administration process.
• Case Management: Review and manage your calendar, task list in the firm's case management software, and email inbox daily to create and implement action plans that move client matters forward efficiently.
• Document Preparation: Prepare, review, and file all necessary probate and trust administration documents. Ensure accuracy and compliance with North Carolina probate laws.
• Coordination with Team Members: Collaborate with other legal team members to gather necessary information and documentation for each case. Delegate tasks and follow up to ensure timely completion.
• Attorney Support: Regularly review case statuses and plans with attorneys. Provide updates and discuss strategies to address any issues or delays.
• Client Updates: Keep executors, trustees, and beneficiaries informed about the status of their estate administration matters. Provide clear and timely communication to manage expectations and reduce anxiety.
• Operational Efficiency: Participate in team meetings to discuss client matters and identify opportunities to improve operational efficiencies. Contribute to the continuous improvement of processes and procedures.
• Filing and Tracking: Meticulously produce and track filings for each estate and trust administration matter. Maintain organized records and ensure all deadlines are met.
• Team Collaboration: Work closely with other team members to support overall firm goals and client objectives. Foster a collaborative and supportive work environment.

Benefits

• competitive base salary and benefits, and performance-based compensation
• Base salary of $49,000 to $62,500 based on experience.
• Incentive compensation based on accomplishing your Key Performance Indicators (KPIs) and Measures of Success can increase total earnings to $70,000 or more for an experienced candidate.
• comprehensive benefits include medical, dental, vision, and life insurance coverage, as well as matching contributions to your tax-deferred retirement savings
• comprehensive planning as a benefit for our employees
• work-life balance, with flexible paid time off accrued from Day One and 12 paid holidays annually

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed