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Paralegal / Legal Assistant
Lillington, NC

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LevLeaders LLC

Probate Paralegal

Job Description

About the Firm Our client is an established North Carolina law firm serving clients in probate, estate administration, elder law, and Medicaid planning. The firm has been in practice for more than 43 years and offers a stable, team-focused workplace where employees are valued and many remain with the firm for years. Integrity, respect, collaboration, and quality work are central to the practice. The Position Our client is seeking an experienced Probate Paralegal to support its attorneys with probate and estate administration matters from opening through closing. The Probate Paralegal will work closely with attorneys, personal representatives, beneficiaries, courts, financial institutions, creditors, and other interested parties to keep estates organized, compliant, and moving forward efficiently. This is a probate and estate-administration position. The successful candidate will have meaningful hands-on experience with North Carolina estate administration procedures, court filings, fiduciary responsibilities, inventories, accountings, creditor matters, asset transfers, and estate closings. Responsibilities
  • Assist attorneys with all stages of probate and estate administration, including opening, administering, and closing estates.
  • Prepare, file, and monitor probate pleadings and court-required documents, including applications, petitions, notices, inventories, accountings, creditor documents, receipts, releases, and motions as needed.
  • Prepare documents for electronic filing and communicate with the Clerk of Superior Court regarding filing requirements, hearings, deficiencies, and status updates.
  • Calendar and monitor probate deadlines, notice periods, hearing dates, inventory and accounting due dates, creditor-claim periods, and estate-closing requirements.
  • Communicate regularly and professionally with personal representatives, beneficiaries, heirs, creditors, courts, financial institutions, insurance companies, appraisers, real-estate professionals, and other interested parties.
  • Gather, organize, and maintain records concerning estate assets, liabilities, income, expenses, creditor claims, tax-related information, distributions, and fiduciary actions.
  • Assist with obtaining date-of-death values, account information, deeds, title records, beneficiary designations, and other documentation needed to identify, collect, manage, and distribute estate assets.
  • Coordinate estate-asset transfers, sales, and distributions under attorney direction, including communications and documentation needed for banks, investment firms, insurers, and other asset custodians.
  • Assist with creditor administration, including preparing notices, tracking claims, gathering supporting documentation, and maintaining claim-status records for attorney review.
  • Maintain accurate, complete, and well-organized electronic and physical case files.
  • Provide personal representatives with timely, clear, and compassionate guidance regarding required documents, responsibilities, and next steps.
  • Draft professional correspondence, estate-administration documents, internal case summaries, and other materials with accuracy and attention to detail.
  • Support attorneys with probate case management, status reporting, and related estate-administration projects. Qualifications The ideal candidate will have:
  • At least three years of relevant paralegal experience, with substantial probate and estate-administration experience strongly preferred.
  • Hands-on experience administering probate estates and electronically filing documents with North Carolina courts.
  • Working knowledge of probate procedures, fiduciary duties, court deadlines, notices, inventories, accountings, creditor claims, asset administration, distributions, and estate-closing requirements.
  • Experience preparing probate filings, legal documents, and professional correspondence.
  • A paralegal degree, associate degree, or significant relevant paralegal experience.
  • Strong organizational skills and the ability to manage multiple estate matters, competing deadlines, and detailed financial and court records.
  • Excellent written and verbal communication skills.
  • A professional, compassionate approach to working with families who may be grieving or navigating difficult circumstances.
  • Proficiency in Microsoft Word and Outlook.
  • The ability to work independently while collaborating effectively with attorneys and other team members.
Experience with Clio, MyCase, Filevine, or a similar legal case-management platform is preferred. Familiarity with probate-related document preparation or e-filing systems is a plus. Compensation The salary range is $50,000-$62,000 per year . Compensation will be based on the candidate's experience, probate knowledge, and demonstrated abilities. Benefits
  • 401(k)
  • 401(k) matching
  • Health insurance
  • Paid sick time
  • Paid time off Schedule
  • Eight-hour day shift
  • Monday through Friday
  • No nights
  • No weekends Education A paralegal degree or associate degree is preferred.
Experience At least three years of paralegal experience is required. Probate and estate-administration experience is strongly preferred. Work Location This is an in-person position in Lillington, North Carolina 27546 . Candidates must be able to commute to the office.
Job Type:
Full-time Pay:
$50,000.00 - $62,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Free parking Health insurance Paid time off Vision insurance
Experience:
Paralegal:
3 years (Required) probate : 3 years (Preferred) Ability to
Commute:
Lillington, NC 27546 (Required)
Work Location:
In person