Estate Planning Paralegal in Charlotte, NC| LawFirmStaff

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Title : Estate Planning Paralegal

Location : North Carolina - Charlotte
Refer to Job # YCEK843539


Estate Planning Paralegal The candidate will drive the estate planning process by managing each matter as its own individual project, from inception to completion. Assist with data entry and drafting estate planning documents. Proofread and review estate planning documents for accuracy. Ensure that attorney calendars are managed to maximize their ability to do high-level legal work. Triage legal questions via email and respond appropriately with attorney advice used as needed. Maintain accurate and timely management of our internal processes to provide the highest level of client service. Work with clients to collect necessary information regarding their planning process and decisions. Work independently and with other team members to provide the highest level of legal counseling for clients. Facilitate estate plan signing meetings. Should have college degree or 2+ years of experience as a paralegal, preferably in estate planning.
 
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