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Estate Administration Paralegal

Estate Administration Paralegal

Carolina Family Estate PlanningCary, NC, USA
22 days ago
Salary
$50,000.00–$70,000.00 yearly
Job type
  • Full-time
  • Quick Apply
Job description

Is This the Right Role for You?

Are you equipped with at least two years of North Carolina probate experience? Do you possess a keen eye for detail, organize effectively, and approach clients with kindness and empathy? Are you adept at explaining complex concepts in understandable terms, excel in collaborative team environments, and consistently deliver quality work? If these qualities resonate with you, you might just be the ideal candidate we're seeking. Join us at Carolina Family Estate Planning, and play a pivotal role in building better lives for generations to come.

Compensation and Benefits Overview

We are offering a total compensation package of $50,000 to $70,000 based on experience. Incentive compensation based on accomplishing your Key Performance Indicators (KPIs) and Measures of Success can increase total earnings to $75,000 or more for an experienced candidate.

Our comprehensive benefits include medical, dental, vision, life insurance coverage, short-term and long-term disability coverage, as well as matching contributions to your tax-deferred retirement savings.

We believe in the importance of estate planning and provide comprehensive planning as a benefit for our employees.

This is a hybrid remote / in-office position. We also believe in work-life balance, with flexible paid time off accrued from Day One and 12 paid holidays annually.

Responsibilities

  • Guide clients through probate and trust administration processes with professionalism and empathy.
  • Review and manage estate files, ensuring all documents are accurate and up-to-date.
  • Collaborate with attorneys, legal assistants, and other team members to move cases forward efficiently.
  • Regularly communicate with clients, beneficiaries, and other stakeholders to keep them informed on the progress of estate administration.
  • Prepare and file necessary probate and trust documents with the court.
  • Monitor deadlines, task lists, and calendars to ensure timely progress on estate matters.
  • Assist executors and trustees by providing advice and reassurance during the estate settlement process.
  • Assist clients with the administration of trusts and ensure assets have been distributed correctly in accordance with the terms of the trust
  • Contribute to team discussions to improve operational efficiencies and enhance client service

Schedule and Location

  • Schedule : Full-time. Our office hours are 8 : 30 AM to 5 : 00 PM, Monday through Friday. Alternative schedules will be considered.
  • Location : Hybrid, remote, and in-office at our Cary, NC location. (Remote eligibility is subject to an initial in-person onboarding period.)
  • About Carolina Family Estate Planning

    Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.

    We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and / or a credit check, depending on the specific position.

    How to Apply

    Ready to embark on a rewarding career with us? Applying is simple and mobile-friendly. Kickstart your journey by completing our quick, 3-minute initial application process. Don't miss this opportunity to contribute to a team where your work truly makes a difference.

    Job Posted by ApplicantPro