Estate Planning Paralegal

Estate & Wealth Planning Paralegal

LHH is partnering with a distinguished Charlotte law firm to hire an Estate & Wealth Planning Paralegal
. This position supports attorneys with estate administration matters, complex tax return preparation, and ongoing client projects within a sophisticated trusts and estates practice.

• Prepare a wide range of documents, including estate and gift tax returns, probate filings, accountings, and estate planning documents.
• Organize, proof, and revise materials related to trust and estate administration.
• Assist attorneys with the progression of estate matters, ensuring deadlines and filing requirements are met.
• Participate in and help coordinate client meetings, gathering information and providing follow‑up as needed.
• Provide analytical support by reviewing information, summarizing documentation, and contributing to planning strategies.
• Prepare and file required court documents and related estate paperwork.
• Maintain consistent in‑office attendance to collaborate effectively with attorneys and clients.
• Perform additional administrative or project‑based tasks as needed.

• Bachelor’s degree or a combination of relevant education and experience.
• Previous hands‑on experience in estate administration is essential
  , including the preparation of complex federal estate and gift tax returns for high‑net‑worth clients.
• Strong written and verbal communication skills.
• Ability to manage multiple active matters independently while maintaining exceptional attention to detail.
• Solid understanding of estate planning, probate processes, and related legal concepts.

• Competitive compensation
• Medical, dental, and vision insurance
• PTO and paid holidays
• Opportunities for professional development and growth

Join LHH in supporting a highly regarded estate and wealth planning practice in Charlotte, NC.

Equal Opportunity Employer/Veterans/Disabled