Estate & Wealth Planning Paralegal
Charlotte, NC | Hybrid
I’m partnering with a respected and fast-growing law firm in Charlotte to identify an experienced Estate & Wealth Planning Paralegal to support a sophisticated private client practice.
This is a great opportunity for a paralegal who enjoys complex estate work, values collaboration, and wants long-term stability with a firm that invests in its people.
The role includes:
• Estate and trust administration
• Probate filings and estate planning documents
• Support with federal estate and gift tax returns (HNWI clients)
• Direct collaboration with attorneys and clients
What they’re looking for:
• Prior estate administration experience
• Gift tax return experience is a plus (training available)
• Strong communication, organization, and follow-through
What’s on the table:
• $75K–$100K base (flexible for strong credentials)
• On-site first 90 days → hybrid (4 days in / 1 out)
• Relocation assistance
• Strong benefits package
If you’re open to a confidential conversation, or know someone who should be, reach out today.
