Moore & Van Allen PLLC is seeking an experienced Estate & Wealth Planning Paralegal to join its Charlotte, NC office. The position involves administration of estates, preparing gift and estate tax returns, and other team projects.
Requirements
- Abides by the ethical requirements as set forth by the Rules of Professional Conduct.
- Drafts and/or prepares documents (e.g., federal estate and gift tax returns, probate documents, estate accountings, estate planning documents).
- Reviews, proofs, revises, and organizes documents in in estate and trust administration matters.
- Schedules and participates in meetings or conferences with clients.
- Provides analysis and input regarding the development of strategies.
- Prepares estate filings, and other court documents
- Perform additional duties and responsibilities as assigned.
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan