Estate Planning and Estate Administration Paralegal

Weaver Bennett & Bland P.A - Matthews, NC

Full-time - Entry Level

Matthews, NC

Professional, Scientific, and Technical Services

About the position

Weaver, Bennett & Bland, P.A. is seeking a motivated and detail-oriented Paralegal specializing in Estate Planning and Estate Administration. This full-time position is based in Matthews, North Carolina, and offers an opportunity to work in a dynamic and reputable law firm dedicated to providing exceptional legal services. The firm is committed to excellence and client satisfaction, focusing on safeguarding the assets and interests of clients through comprehensive legal strategies. As a Paralegal, you will play a crucial role in supporting attorneys in drafting estate planning documents, managing client interactions, and assisting in the administration of estates. The ideal candidate will have a keen interest in expanding their knowledge and expertise in estate planning and estate administration, demonstrating strong organizational skills and excellent communication abilities. You will be responsible for maintaining accurate and organized files, preparing and filing legal documents, and collaborating with attorneys and other team members to ensure efficient workflow. This position also emphasizes the importance of continued learning, encouraging engagement in ongoing education and training opportunities to enhance your knowledge and skills in estate planning and administration. If you are passionate about providing support in legal matters and are committed to professional growth, this role may be the perfect fit for you.

Responsibilities

• Assist in Drafting Estate Planning Documents: Collaborate with attorney to draft wills, trusts, powers of attorney, and other estate planning documents tailored to clients' unique needs and preferences.
• Client Interaction: Communicate with clients to gather necessary information, answer inquiries, and provide updates on the status of their estate planning matters.
• Estate Administration Support: Assist in the administration of estates by preparing probate documents, organizing estate assets, communicating with beneficiaries, and facilitating the distribution of assets.
• Document Management: Maintain accurate and organized files, both physical and electronic, ensuring all documents are properly filed and easily accessible for reference.
• Court Filings: Prepare and file legal documents with courts and government agencies, adhering to deadlines and procedural requirements.
• Collaboration: Work closely with attorneys and other members of the legal team to ensure efficient workflow and timely completion of tasks.
• Continued Learning: Actively engage in ongoing education and training opportunities to enhance knowledge and skills in estate planning and administration.

Requirements

• Bachelor's degree or equivalent experience in a related field.
• Paralegal certificate or relevant coursework preferred.
• Prior experience in a legal setting, preferably in estate planning or a related practice area.
• Proficiency in legal research, document drafting, and case management software.
• Strong attention to detail and ability to manage multiple tasks simultaneously.
• Excellent written and verbal communication skills.
• Ability to maintain confidentiality and exercise discretion in handling sensitive information.
• Commitment to professional growth and continuous learning.

Benefits

• Competitive salary commensurate with experience.
• Comprehensive health benefits package.
• Retirement savings plan (401k) with employer match.
• Paid time off and holidays.
• Professional development opportunities and support for continuing education.