Womble Bond Dickinson (US) LLP is currently seeking a talented Trusts & Estates paralegal to join the Firm’s North or South Carolina office. The position requires an understanding of and experience in the field of estate planning and/or estate administration as well as experience drafting estate planning documents and probate forms, including accountings, required by the probate court preferred. This position offers the opportunity to work closely with attorneys, fiduciaries, financial institutions, accountants, and clients in the administration of estates and trusts, while providing exceptional client service to families navigating significant life events.
RESPONSIBILITIES:
Assist attorneys with all aspects of estate and trust administration
Prepare probate pleadings, notices, inventories, accountings, receipts, and other court filings
Communicate with personal representatives, trustees, beneficiaries, financial advisors, CPAs, and financial institutions
Collect, organize, and analyze asset information
Coordinate transfers of estate and trust assets
Assist with fiduciary income tax return preparation and information gathering
Proficiency with tax software systems
Experience with preparation fiduciary income tax returns
Experience with preparation of federal estate tax returns
Maintain estate and trust administration calendars and monitor deadlines
Prepare correspondence, reports, and client communications
Manage and organize electronic and physical client files
Support attorneys in delivering a high level of client service and responsiveness
Proficient use of any and all technology
REQUIREMENTS:
5+ years of estate administration, probate, or trust administration experience preferred
Strong understanding of probate court procedures and estate and trust administration processes
Works well in a demanding, high-paced environment
Excellent organizational skills and attention to detail
Ability to manage multiple matters simultaneously
Strong written and verbal communication skills
Proficiency with Microsoft Office and legal practice management software
Ability to work independently while collaborating effectively with attorneys and staff
An Equal Opportunity/Affirmative Action/Pro Disabled and Veteran Employer.
Numbers & Facts
Location
Charlotte, North Carolina
Skills
Accountingunmatched
Administrative Skillsunmatched
Analysis Skillsunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Estate Planningunmatched
Federal Taxunmatched
Fiduciaryunmatched
Income Taxunmatched
Legalunmatched
Microsoft Officeunmatched
Organizational Skillsunmatched
Paralegalunmatched
Practice Management Softwareunmatched
Prepare Correspondenceunmatched
Presentation/Verbal Skillsunmatched
Probateunmatched
Tax Returnsunmatched
Tax Softwareunmatched
Time Managementunmatched
Writing Skillsunmatched
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