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Paralegal- Estate and Wealth Planning
Paralegal- Estate and Wealth PlanningFriedman Williams • Charlotte, NC, US
Paralegal- Estate and Wealth Planning

Paralegal- Estate and Wealth Planning

Friedman Williams • Charlotte, NC, US
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Overview

Paralegal- Estate and Wealth Planning Charlotte NC

Job ID : 20304

A dynamic and fast-growing full-service law firm with more than 400 attorneys and professionals seeks an experienced Estate & Wealth Planning Paralegal to join its Charlotte, NC office. This position will involve administration of estates, preparing gift and estate tax returns, and other team projects.

Responsibilities

  • Abides by the ethical requirements as set forth by the Rules of Professional Conduct.
  • Drafts and / or prepares documents (e.g., federal estate and gift tax returns, probate documents, estate accountings, estate planning documents).
  • Reviews, proofs, revises, and organizes documents in estate and trust administration matters.
  • Schedules and participates in meetings or conferences with clients.
  • Provides analysis and input regarding the development of strategies.
  • Prepares estate filings, and other court documents.
  • Regular and in-person attendance is required to perform the essential functions of this interactive position.
  • Performs additional duties and responsibilities as assigned.

Qualifications & Experience

  • Bachelor's degree or equivalent combination of experience and education required.
  • Prior experience in estate administration required, including experience with the preparation of complex federal estate and gift tax returns for high net worth individuals.
  • Candidates must have strong verbal and written communication skills, the ability to work independently on multiple outstanding matters, and be able to maintain a strong substantive understanding of the legal aspects of their work and related documentation.

    • Physical Requirements

  • The work is primarily sedentary.
  • It requires the ability to communicate effectively using speech, vision, and hearing.
  • The work requires the use of hands for simple grasping and fine manipulations.
  • The work at times requires bending, squatting, and reaching, with the ability to lift, carry, push, or pull light weights.

    • Tagged as : Paralegal- Estate and Wealth Planning

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