Senior Estate & Trust Paralegal

Job Description

Job Description

Are you an experienced Estate Administration Paralegal with extensive probate experience working with North Carolina estates? Have you been searching for a role where you can take ownership of complex matters while still having the support of an established trusts and estates team, with the flexibility and opportunities to make an impact you would have at a small law firm?

Carolina Family Estate Planning is looking for a Senior Estate Administration Paralegal to help our clients navigate the probate and trust administration process with compassion, professionalism, and expertise. If you're a seasoned probate paralegal who is passionate about making a difference in clients' lives and are looking for a role that combines stimulating work with meaningful outcomes, we invite you to explore a career with us.

Compensation and Benefits Overview

We offer a competitive compensation package commensurate with your probate and estate administration expertise and experience, as well as opportunities for metric-driven bonuses. 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.

Company Overview

Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through 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.

A Day in the Life

A typical day for a Senior Estate Administration Paralegal at our firm begins with a strategic review of your key information sources: calendar, task list in the firm's case management software, and your email inbox. You'll use these resources to prioritize work and implement action plans that move client matters forward efficiently. In this role, you will take ownership of estate administration files, collaborate with legal assistants for necessary information and document preparation, review case status and future plans with attorneys, and ensure that all parties involved in an estate's administration remain informed throughout the process.

Throughout the week, you will collaborate with attorneys and fellow team members to discuss client matters and identify opportunities to improve operational efficiencies. As a senior member of the team, you will help ensure matters progress smoothly by maintaining organized case files, anticipating potential issues, and contributing to improvements in processes and workflows.

Your mission as a Senior Paralegal is to work closely with clients, beneficiaries, fiduciaries, and other stakeholders to keep estates moving forward toward completion. You'll meticulously produce filings, track the status of estate and trust administration matters, and provide support and clarity to executors and trustees during their time of need. This role includes a weekly billable expectation of 30-32 hours , reflecting a high level of responsibility and ownership in managing estate administration matters. We work as a team of professionals, all committed to supporting our clients' goals and each other.

Schedule and Location

Schedule: Full-time. Our office hours are 8:30 AM to 5:00 PM, Monday through Friday. Alternative schedules will be considered.

Location: In-office at our Cary, NC 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.

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 [email protected].

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. Don't miss this opportunity to contribute to a team where your work truly makes a difference.