Paralegal – Estate Planning & Tax Law                                                                        

Location: Charleston, SC (Onsite / Hybrid flexibility)
Status: Full-Time

Compensation: $72,000 - $95,000 + DOE

Position Summary

We are seeking an experienced Paralegal with a strong background in estate planning to support a growing tax law practice. This role will work closely with attorneys and clients to prepare, coordinate, and execute comprehensive estate plans. The ideal candidate is highly organized, detail-oriented, and comfortable working directly with clients on sensitive financial and legal matters. Experience or exposure to tax strategy, wealth transfer, or capital tax mitigation planning is a strong plus.

Key Responsibilities

• Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
• Assist attorneys with advanced estate and tax planning strategies
• Gather and analyze client financial information, including assets, liabilities, and ownership structures
• Prepare summaries of estate plans and supporting documentation
• Coordinate execution of estate planning documents and client signing meetings
• Support trust funding and asset transfer processes
• Assist with probate and estate administration matters as needed
• Maintain organized client files and track deadlines to ensure timely completion of work
• Communicate directly with clients, financial advisors, and other professionals

Qualifications

Required

• 5+ years of experience as a paralegal, with a focus on estate planning and/or probate
• Strong knowledge of estate planning documents and processes
• Excellent organizational and time management skills
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment

Preferred

• Experience in a tax law firm or working with tax-related matters
• Exposure to capital tax mitigation strategies, wealth planning, or estate tax planning
• Experience with estate planning software (e.g., WealthCounsel or similar)
• Experience with Clio or similar legal practice management systems
• Paralegal certificate or related degree

Key Competencies

• High attention to detail and accuracy
• Strong client service mindset
• Ability to handle confidential and sensitive information
• Proactive, self-starter with strong follow-through

Why This Role Stands Out

This role offers the opportunity to work on complex estate and tax planning strategies, providing exposure beyond traditional document preparation and into high-level wealth planning and tax mitigation.