Legal Assistant

We are looking for a Legal Assistant to support a busy Trusts & Estates practice serving high-net-worth clients in Charlotte, North Carolina. This contract-to-permanent opportunity is well suited for someone who can keep matters organized, manage competing deadlines, and contribute to tax preparation and estate planning work with accuracy and care. The ideal candidate brings prior exposure to trusts and estates, with additional experience in tax or corporate legal support viewed favorably.

Responsibilities:

• Coordinate attorney calendars, schedule client meetings, and track critical filing and tax-related deadlines to keep matters moving efficiently.
• Prepare, format, and revise legal and administrative documents related to estate planning, trusts, and related client matters.
• Support the team with document collection, correspondence, and case file organization for high-net-worth client engagements.
• Assist with tax preparation workflows by gathering required information, monitoring deliverables, and helping maintain timely submission schedules.
• Communicate with clients, attorneys, and internal stakeholders clearly and attentively regarding documentation and next steps.
• Maintain accurate records, organize electronic and physical files, and help ensure all matter materials are complete and accessible.
• Provide general administrative support to the Trusts & Estates team, including drafting routine communications and handling follow-up items as needed.
• Prior experience supporting a legal practice, preferably in trusts and estates, estate planning, tax, or corporate law.
• Strong calendar management skills with the ability to prioritize multiple deadlines in a fast-paced environment.
• Familiarity with documents and processes related to trusts, estates, and estate planning matters.
• Excellent written and verbal communication skills with a client-focused approach.
• High level of organization and attention to detail when handling sensitive legal and financial information.
• Proficiency with standard office and document management tools used in legal administrative support roles.
• Ability to work independently while also collaborating effectively with attorneys and support staff.