Ascendo Resources is partnering with a reputable law firm client on their search for an experienced estate and trust paralegal for their office in Charlotte, NC.
This is a great opportunity to work on complex, high-value matters in a collaborative and professional environment alongside an accomplished wealth planning team.
What You'll Be Doing:
• Drafting and preparing federal estate and gift tax returns, probate documents, estate accountings, and estate planning documents
• Reviewing, proofreading, revising, and organizing documents in estate and trust administration matters
• Preparing estate filings and other court documents
• Scheduling and participating in client meetings and conferences
• Providing analysis and strategic input on estate and trust matters
• Collaborating on team projects across the wealth planning practice
What They're Looking For:
• Bachelor's degree or equivalent combination of education and experience
• Prior experience in estate administration, including preparation of complex federal estate and gift tax returns for high-net-worth individuals
• Strong verbal and written communication skills
• Ability to work independently and manage multiple matters simultaneously
• Solid substantive understanding of estate and trust law and related documentation
This role is ideal for a detail-oriented paralegal who thrives in a high-caliber environment and is passionate about wealth planning and estate administration.
Hybrid after training period.
Competitive salary and excellent benefits!
To learn more, apply today!