Senior Estate & Trust Paralegal

Carolina Family Estate Planning • Cary, NC

11h • Onsite

About The Position

Are you an experienced Estate Administration Paralegal with extensive probate experience working with North Carolina estates? Have you been searching for a role where you can take ownership of complex matters while still having the support of an established trusts and estates team, with the flexibility and opportunities to make an impact you would have at a small law firm? Carolina Family Estate Planning is looking for a Senior Estate Administration Paralegal to help our clients navigate the probate and trust administration process with compassion, professionalism, and expertise. If you're a seasoned probate paralegal who is passionate about making a difference in clients' lives and are looking for a role that combines stimulating work with meaningful outcomes, we invite you to explore a career with us. Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism. A typical day for a Senior Estate Administration Paralegal at our firm begins with a strategic review of your key information sources: calendar, task list in the firm's case management software, and your email inbox. You'll use these resources to prioritize work and implement action plans that move client matters forward efficiently. In this role, you will take ownership of estate administration files, collaborate with legal assistants for necessary information and document preparation, review case status and future plans with attorneys, and ensure that all parties involved in an estate's administration remain informed throughout the process. Throughout the week, you will collaborate with attorneys and fellow team members to discuss client matters and identify opportunities to improve operational efficiencies. As a senior member of the team, you will help ensure matters progress smoothly by maintaining organized case files, anticipating potential issues, and contributing to improvements in processes and workflows. Your mission as a Senior Paralegal is to work closely with clients, beneficiaries, fiduciaries, and other stakeholders to keep estates moving forward toward completion. You'll meticulously produce filings, track the status of estate and trust administration matters, and provide support and clarity to executors and trustees during their time of need. We work as a team of professionals, all committed to supporting our clients' goals and each other. Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.

Requirements

• experienced Estate Administration Paralegal with extensive probate experience working with North Carolina estates

Responsibilities

• take ownership of estate administration files
• collaborate with legal assistants for necessary information and document preparation
• review case status and future plans with attorneys
• ensure that all parties involved in an estate's administration remain informed throughout the process
• collaborate with attorneys and fellow team members to discuss client matters and identify opportunities to improve operational efficiencies
• maintaining organized case files
• anticipating potential issues
• contributing to improvements in processes and workflows
• work closely with clients, beneficiaries, fiduciaries, and other stakeholders to keep estates moving forward toward completion
• meticulously produce filings
• track the status of estate and trust administration matters
• provide support and clarity to executors and trustees during their time of need

Benefits

• competitive compensation package commensurate with your probate and estate administration expertise and experience, as well as opportunities for metric-driven bonuses
• 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