Senior Estate Planning Paralegal

Carolina Estate Planning is hiring a Senior Estate Planning Paralegal to join our Legal & Regulatory Compliance team in Winston Salem, Forsyth County. This is a full-time position for an experienced paralegal ready to make a meaningful impact on clients' long-term financial security and family protection.

About the Role

As Senior Estate Planning Paralegal, you'll serve as a trusted advisor to our clients while managing all aspects of estate planning matters from initial consultation through final documentation. You'll work directly with clients, attorneys, and external parties to ensure every detail is handled with precision and care. This role demands both technical expertise and strong interpersonal skills—you'll be a key part of delivering the high-touch service our clients expect.

What You'll Do

• Draft and review comprehensive estate planning documents including wills, trusts, powers of attorney, and healthcare directives
• Prepare and file probate documents with courts, managing timelines and regulatory compliance
• Maintain organized case files and track critical deadlines across multiple concurrent matters
• Gather detailed financial and family information from clients through thorough, professional interviews
• Serve as the primary contact for clients, answering questions and providing updates throughout the process
• Coordinate with probate courts, financial institutions, and beneficiaries to resolve estate matters
• Support senior attorneys with research, document preparation, and case administration

What We're Looking For

• Proven paralegal experience in estate planning and probate law
• Strong knowledge of wills, trusts, powers of attorney, and related estate documents
• Excellent organizational skills and attention to detail
• Ability to manage multiple cases and deadlines independently
• Professional communication skills for client and court interactions
• Familiarity with North Carolina estate and probate procedures is a plus

About Carolina Estate Planning

Carolina Estate Planning helps families and individuals throughout Forsyth County and beyond create and execute comprehensive estate plans. We're known for personalized service, thorough legal work, and a genuine commitment to our clients' peace of mind.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.