Senior Estate Planning Paralegal Atwork Personnel - 3.7 Winston-Salem, NC Job Details Full-time $65,000 - $75,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Teamwork Attention to detail Legal drafting Organizational skills Legal case management Full Job Description Our client is seeking an experienced Senior Estate Planning Paralegal to play a key role in a growing estate planning practice. This position offers the opportunity to work closely with attorneys on sophisticated estate planning matters while helping clients navigate important life decisions with confidence and peace of mind. The successful candidate will join a collaborative, team-oriented firm that values professionalism, exceptional client service, and continuous growth. This is an excellent opportunity for an experienced estate planning paralegal looking for increased responsibility, meaningful client interaction, and long-term career advancement. Responsibilities Estate Planning Document Preparation Draft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related documents under attorney supervision. Prepare amendments, restatements, and supporting estate planning documents. Review and quality-check documents for accuracy, completeness, and compliance with North Carolina law before attorney review. Trust Funding Coordinate the transfer of assets into trusts, including real estate, financial accounts, and other assets. Work with financial institutions, title companies, and other third parties to complete trust funding. Prepare beneficiary designation updates and monitor the completion of funding activities. Track and document trust funding progress for active client matters. Client & Case Management Communicate regularly with clients, schedule meetings, and provide updates throughout the estate planning process. Prepare client files and documentation for attorney meetings. Monitor deadlines and case milestones to ensure timely completion of all matters. Maintain organized and accurate client files within the firm's case management system. Record billable and non-billable time accurately and promptly. Team Collaboration Work closely with attorneys and fellow paralegals to ensure efficient workflow and exceptional client service. Participate in regular case review and team meetings. Qualifications The Ideal Candidate Significant experience drafting sophisticated estate planning documents, including wills, trusts, powers of attorney, and related documents. Strong understanding of North Carolina estate planning law and document preparation. Experience coordinating trust funding and working with financial institutions and third parties. Excellent communication and interpersonal skills, with the ability to build rapport with clients. Strong organizational skills and attention to detail. Ability to manage multiple matters simultaneously while meeting deadlines. Experience using legal case management software. What Success Looks Like Estate planning documents are prepared accurately and require minimal attorney revisions. Trust funding is completed efficiently and thoroughly. Clients receive outstanding service and clear communication throughout the process. Attorneys have confidence in your ability to manage matters independently and proactively. Files and records remain organized, accurate, and current. Why This Opportunity Our client is a well-established and growing North Carolina law firm focused on estate planning and related practice areas. The firm offers a collaborative, supportive work environment that emphasizes professional development, exceptional client service, and a healthy work-life balance. This is an outstanding opportunity for an experienced estate planning paralegal seeking a long-term career with a respected and expanding practice.

Pay:

$65,000.00 - $75,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person