Winston Salem, NC4 days ago
Compensation: $65,000 - $70,000 yearly Responsibilities: Document Drafting Draft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives under attorney supervision Prepare amendments, restatements, and ancillary documents with accuracy and consistency Review and quality-check draft documents before attorney review to ensure completeness and compliance with North Carolina law Trust Funding Facilitate the transfer of assets into trusts, including real property, financial accounts, and other holdings Coordinate with financial institutions, title companies, and other third parties to complete funding Update beneficiary designations and verify that funding is completed accurately and in a timely manner Track and document trust funding status across all active client matters Client & Case Management Communicate with clients professionally and compassionately, scheduling meetings and providing updates on matter progress Prepare and organize client documents in advance of estate planning meetings Monitor case deadlines, task due dates, and important time frames to keep matters on track Maintain accurate and up-to-date client files, digital records, and physical filing in the firm’s case management system Enter billable and non-billable time accurately and promptly Team Collaboration Collaborate with attorneys and fellow paralegals to ensure efficient workflow and outstanding client service Participate in weekly team case status meetings and monthly case update reviews What Success Looks Like in This Role Documents are drafted accurately, completely, and on time — with minimal attorney revisions required Trusts are funded correctly and efficiently, with no loose ends left untracked Clients feel informed, cared for, and confident throughout the estate planning process Attorneys trust you to run with a matter and know it will be handled with expertise and integrity Files and records are always current, organized, and audit-ready Qualifications: Who You Are You have 3 years of experience as a paralegal, specifically in estate planning, with hands-on experience drafting wills, trusts, and related documents You have substantial experience with trust funding — you know how to get it done and how to troubleshoot when institutions push back You hold a paralegal certificate or degree from an accredited program You have a strong working knowledge of North Carolina estate planning law and related regulations You are detail-oriented to a fault — errors in this work matter, and you know it You are organized and proactive, managing multiple open matters without dropping the ball You communicate clearly and compassionately with clients who are often navigating emotional or complex life situations You thrive in a collaborative, fast-moving environment and take pride in your work About Company At Carolina Estate Planning, we don't just practice law — we make people's lives better. 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.