Overview

We are looking for a Senior Estate Planning Paralegal who is not just experienced - but genuinely excellent at this work. This is a role for someone who has spent years in the trenches of estate planning: drafting complex wills and trusts, funding trusts with precision, and supporting attorneys with the kind of depth and independence that makes a legal team truly hum.You will work directly with our attorneys to serve clients navigating some of the most important decisions of their lives. You bring technical mastery, a sharp attention to detail, and a calm, client-centered presence to every file you touch. Under the direction of the attorneys you support, you will take ownership of your caseload and deliver billable, high-quality work that makes a real difference for clients - and the firm.Compensation:$65,000 - $70,000 yearlyResponsibilities:Document DraftingDraft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives under attorney supervisionPrepare amendments, restatements, and ancillary documents with accuracy and consistencyReview and quality-check draft documents before attorney review to ensure completeness and compliance with North Carolina lawTrust FundingFacilitate the transfer of assets into trusts, including real property, financial accounts, and other holdingsCoordinate with financial institutions, title companies, and other third parties to complete fundingUpdate beneficiary designations and verify that funding is completed accurately and in a timely mannerTrack and document trust funding status across all active client mattersClient & Case ManagementCommunicate with clients professionally and compassionately, scheduling meetings and providing updates on matter progressPrepare and organize client documents in advance of estate planning meetingsMonitor case deadlines, task due dates, and important time frames to keep matters on trackMaintain accurate and up-to-date client files, digital records, and physical filing in the firm's case management systemEnter billable and non-billable time accurately and promptlyTeam CollaborationCollaborate with attorneys and fellow paralegals to ensure efficient workflow and outstanding client serviceParticipate in weekly team case status meetings and monthly case update reviewsWhat Success Looks Like in This RoleDocuments are drafted accurately, completely, and on time - with minimal attorney revisions requiredTrusts are funded correctly and efficiently, with no loose ends left untrackedClients feel informed, cared for, and confident throughout the estate planning processAttorneys trust you to run with a matter and know it will be handled with expertise and integrityFiles and records are always current, organized, and audit-readyQualifications:Who You AreYou have 3+ years of experience as a paralegal, specifically in estate planning, with hands-on experience drafting wills, trusts, and related documentsYou have substantial experience with trust funding - you know how to get it done and how to troubleshoot when institutions push backYou hold a paralegal certificate or degree from an accredited programYou have a strong working knowledge of North Carolina estate planning law and related regulationsYou are detail-oriented to a fault - errors in this work matter, and you know itYou are organized and proactive, managing multiple open matters without dropping the ballYou communicate clearly and compassionately with clients who are often navigating emotional or complex life situationsYou thrive in a collaborative, fast-moving environment and take pride in your workAbout CompanyAt Carolina Estate Planning, we don't just practice law - we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success.Our core values:Integrity - We ho