Paralegal- Estate and Wealth Planning

Overview

Paralegal- Estate and Wealth Planning Charlotte NC

Job ID : 20304

A dynamic and fast-growing full-service law firm with more than 400 attorneys and professionals seeks an experienced Estate & Wealth Planning Paralegal to join its Charlotte, NC office. This position will involve administration of estates, preparing gift and estate tax returns, and other team projects.

Responsibilities

• Abides by the ethical requirements as set forth by the Rules of Professional Conduct.
• Drafts and / or prepares documents (e.g., federal estate and gift tax returns, probate documents, estate accountings, estate planning documents).
• Reviews, proofs, revises, and organizes documents in estate and trust administration matters.
• Schedules and participates in meetings or conferences with clients.
• Provides analysis and input regarding the development of strategies.
• Prepares estate filings, and other court documents.
• Regular and in-person attendance is required to perform the essential functions of this interactive position.
• Performs additional duties and responsibilities as assigned.

Qualifications & Experience

Physical Requirements

Tagged as : Paralegal- Estate and Wealth Planning

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