Estate Planning and Probate Paralegal Charlotte NC

Estate Planning and Probate Paralegal - Charlotte, NC

We are seeking a dedicated Estate Planning & Probate Paralegal to join a growing law practice in Charlotte. This role is ideal for someone who thrives in a team-oriented environment, values client interaction, and can manage multiple priorities with precision. You’ll play a key role in supporting attorneys and clients through all stages of estate planning and probate administration.

• Conduct in‑person estate planning signing appointments and client meetings.
• Draft estate planning documents, probate forms, and deeds with accuracy.
• Manage probate case files, including calendaring deadlines and organizing documentation.
• Communicate with clients regarding case status and next steps.
• Record and file legal documents; occasional courthouse visits for filings or research.
• Coordinate signing ceremonies and maintain scheduling for client appointments.

• Experience:
• Minimum 1 year in estate planning and/or probate administration (estate planning preferred).
• Hands‑on drafting experience or probate case management required.
• Skills:
• Strong research, writing, and proofreading abilities.
• Excellent organizational skills and attention to detail.
• Ability to prioritize tasks and work independently while contributing to a team.
• Soft Skills:
• Positive, proactive, and collaborative attitude.
• Client‑focused with strong interpersonal communication skills.
• Schedule: Onsite with one remote day (Wednesday); early departure on Fridays.
• Free parking.
• Culture: Supportive, drama‑free team that values integrity, accountability, and client service.

• Step 1: 30‑minute Zoom interview.
• Step 2: In‑office group interview and meet the team.
• Interview Dates: December 17–19

$55,000.00 to $80,000.00 per year

Equal Opportunity Employer/Veterans/Disabled. Military‑connected talent encouraged to apply.