Demo

Estates Legal Assistant

Ave Staffing Legal Specialists
Charlotte, NC Full Time
POSTED ON 2/24/2025
AVAILABLE BEFORE 5/20/2025

Job Description

Job Description

Our client, a well-established law firm with headquarters in Winston-Salem, North Carolina, is looking to add an Estates Legal Assistant to its Charlotte office. They have a strong reputation for providing exceptional legal services in the areas of estate planning, estate administration, and probate law. They offer a collegial and supportive work environment where teamwork and professional development are highly valued. They will train the right individual.

Job Description :

This is a fantastic opportunity for an individual with a solid understanding of accounting principles and estate administration processes to join a thriving legal team. The Estates Legal Assistant will play a key role in supporting attorneys and paralegals in managing all aspects of estate cases.

Responsibilities :

  • Assist with the preparation and filing of probate documents
  • Manage estate accounts, including reconciling bank statements and tracking income and expenses
  • Prepare estate tax returns and related filings
  • Communicate effectively with clients, beneficiaries, and other professionals involved in the estate administration process
  • Assist with the drafting of legal documents, such as wills, trusts, and powers of attorney
  • Maintain meticulous client files and records

Qualifications :

  • Proven experience as a legal assistant, preferably with some exposure to estates and trusts matters OR a strong accounting or finance background with a desire to transition into the legal field
  • Solid understanding of basic accounting principles and practices
  • Excellent organizational, communication, and interpersonal skills
  • Proficiency in Microsoft Office Suite and legal software applications
  • Ability to work independently and as part of a team in a fast-paced environment
  • Benefits :

  • Competitive salary and comprehensive benefits package
  • Opportunity for professional growth and development within the firm
  • Collegial and supportive work environment
  • Keywords : Estates, Trusts, Probate, Estate Administration, Legal Assistant, Accounting, Finance, Charlotte, North Carolina

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