T&E/Probate ParalegalLHH • Charlotte, NC, US
T&E / Probate Paralegal
LHH • Charlotte, NC, US
9 days ago
Job type
- Full-time
Job descriptionBachelor's degree or equivalent experience in estate planning and administration Minimum 10 years of paralegal experience in trusts & estates, preferably in a large law firm or boutique estate planning practice Paralegal certification highly preferred Strong knowledge of estate planning, probate processes, and applicable rules Proficiency in Microsoft Office Suite and legal research tools Familiarity with NetDocuments and CCH platforms is a plus Experience with Forms 706, 709, 1041, and 1040 is highly desirable Excellent organizational, analytical, and communication skills Ability to manage multiple tasks and meet deadlines Professional, client-focused demeanor with a compassionate approach
LHH is seeking an experienced Paralegal to join our client's Private Wealth team in either the Charlotte or Winston-Salem office . This is a strategic hire to support current workload demands and ensure long-term continuity as two senior paralegals approach retirement within the next 5–7 years. The role is fully onsite due to the high level of client interaction and collaboration required.
Key Responsibilities
- Draft and prepare estate planning documents, deeds, asset transfer forms, and trust administration paperwork
- Prepare and file federal and state tax documents, including :
- Fiduciary income tax returns (Form 1041)
- Gift tax returns (Form 709)
- Occasional individual income tax returns (Form 1040)
- Communicate with clients, financial advisors, CPAs, probate court clerks, and other professionals
- Organize and analyze asset information and client files
- Prepare estate and trust accountings
- Read and interpret wills and trust agreements
- Utilize CCH Tax Analyst for filings and research
- Notarize documents and assist with special projects as needed
Qualifications
J-18808-Ljbffr
Create a job alert for this search
Paralegal • Charlotte, NC, US