Estate & Trust Administration Paralegal

Job Description

Job Description

Are you a paralegal or legal assistant 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 or Legal Assistant 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 are looking for a role that combines stimulating work with rewarding outcomes, we invite you to explore a career with us.

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 future 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.

Compensation and Benefits Overview

We are offering a 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. Our comprehensive benefits include medical, dental, vision, and life insurance coverage, as well as matching contributions to your tax-deferred retirement savings. We believe in the importance of estate planning and provide comprehensive planning as a benefit for our employees. We also believe in work-life balance, with flexible paid time off accrued from Day One and 12 paid holidays annually.

Schedule and Location

About Carolina Family Estate Planning

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.

We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and / or a credit check, depending on the specific position.

At Carolina Family Estate Planning, we are committed to placing the right people in the right roles.

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 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.

We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and / or a credit check, depending on the specific position.

At Carolina Family Estate Planning, we are committed to placing the right people in the right roles. As part of our hiring process, candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process. If you do not receive the email within 24 hours of applying, please check your spam or promotions folder. If it is still missing, feel free to contact us at HR@carolinafep.com.

How to Apply

Ready to embark on a rewarding career with us? Applying is simple and mobile-friendly. Kickstart your journey by completing our quick, 3-minute initial application process. Don't miss this opportunity to contribute to a team where your work truly makes a difference.

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