We are looking for a Senior Estate Planning Paralegal who is not just experienced — but genuinely excellent at this work. 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. You will work directly with our attorneys to serve clients navigating some of the most important decisions of their lives. You bring technical mastery, a sharp attention to detail, and a calm, client-centered presence to every file you touch. Under the direction of the attorneys you support, you will take ownership of your caseload and deliver billable, high-quality work that makes a real difference for clients — and the firm. 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 Compensation: $65,000 - $70,000 yearly

• 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 lawTrust 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 mattersClient & 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 promptlyTeam 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 reviewsWhat 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