Paralegal (Estate Planning & Wealth Management)

Job Role: Paralegal Estate and Wealth Planning

Location: Charlotte, NC (Onsite) - the first 60 days are in office 5 days and then it goes to Hybrid 3 in/2 remote. Locals are highly preferred. Non-local candidates are welcome, provided they can relocate on their own, as no relocation assistance will be offered.

Direct Hire Salary: $ 85,000-$100,000

Description

This is a senior paralegal role and the person must have at least 6-7 years of recent Estate and Wealth Planning Paralegal experience at a Law Firm

They cannot pay relocation and the position is in Charlotte, the first 60 days are in office 5 days and then it goes to Hybrid 3 in/2 remote

Commercial Real Estate Paralegal

Prominent law firm of more than 400 attorneys and professionals is seeking 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

This is a direct hire position with a salary between $85,000 - $100,000 based on experience with excellent benefits and 401K in Uptown Charlotte NC.

Essential Duties & 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 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.

Job Type: Full-time

Pay: $85,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Application Question(s):

• Are you comfortable working in an onsite setting?
• Years of recent Estate and Wealth Planning Paralegal experience at a law firm?
• Have you worked on estate administration matters including federal estate and gift tax returns for high-net-worth clients?
• The salary range for this role is $85,000–$100,000 (based on experience) — does this align with your current expectations?
• Have you handled complex estate filings and court submissions independently?
• Are you experienced with probate documents, estate accountings, and estate planning documentation
• Have you used any document management or estate administration software tools?
• Are you familiar with federal and state tax regulations related to estate planning and administration?
• The role is based in Charlotte, NC — are you currently located nearby or able to commute daily for the first 60 days (on-site 5 days/week)?
• Are you a certified paralegal (NALA, NFPA, or state certification)?
• Please note that no relocation assistance is provided. Would you still be open to relocating at your own expense if selected

Work Location: On the road