Trust & Estates Paralegal

Trust & Estates Paralegal – Womble Bond Dickinson (US) LLP

Located in our Charlotte, NC office, this role offers a salary of $67,000 to $70,000 per year.

• Meet with clients, trustees, and family members to communicate with beneficiaries.
• Draft standard and complex estate planning documents, including wills, trusts, powers of attorney, irrevocable trust agreements, trust resolutions, operating agreements, and partnership agreements for investment partnerships. Proficiency with document‑drafting software systems is preferred.
• Prepare deeds, asset spreadsheets, and probate pleadings.
• Organize and analyze asset information.
• Prepare inventories, asset allocation agreements, and asset transfer documents.
• Prepare federal estate tax returns and gift tax returns.
• Read and interpret wills and trust instruments.
• Prepare and file all documents required to probate wills.
• Prepare receipt and release agreements, DISCLAIMERS, affidavits, accounting petitions.
• Ensure proper indexing and filing of original documents.
• Review bank statements, notarize documents, and organize and maintain client files.
• Assist with special projects as needed.

• Bachelor’s Degree preferred.
• Five to ten years of related experience in a mid‑ or large‑sized law firm preferred.
• Excellent writing and interpersonal communication skills.
• Strong project management skills with attention to detail and deadlines.
• Strong organizational skills with the ability to prioritize project requirements.
• Ability to work collaboratively in a team environment with a client‑service focus.
• Proficient in Microsoft Outlook, Word, and Excel.
• Knowledge of probate process and rules, and use of judicial council forms.

• Mid‑Senior level

• Full‑time

• Legal

• Law Practice

An Equal Opportunity/Affirmative Action/Pro‑Disabled and Veteran Employer.