T&E / Probate Paralegal

LHH is seeking an experienced Paralegal to join our client's Private Wealth team in either the Charlotte or Winston-Salem office . This is a strategic hire to support current workload demands and ensure long-term continuity as two senior paralegals approach retirement within the next 5–7 years. The role is fully onsite due to the high level of client interaction and collaboration required.

Key Responsibilities

• Draft and prepare estate planning documents, deeds, asset transfer forms, and trust administration paperwork
• Prepare and file federal and state tax documents, including :
• Fiduciary income tax returns (Form 1041)
• Gift tax returns (Form 709)
• Occasional individual income tax returns (Form 1040)
• Communicate with clients, financial advisors, CPAs, probate court clerks, and other professionals
• Organize and analyze asset information and client files
• Prepare estate and trust accountings
• Read and interpret wills and trust agreements
• Utilize CCH Tax Analyst for filings and research
• Notarize documents and assist with special projects as needed

Qualifications

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