Top 9 Senior planner Jobs in High Point, Nc

Senior Estate Planning Paralegal
Carolina Estate Planning —Winston-Salem, NC
- $65,000 - $70,000 a year
- Full-time
- Senior level
- Communication skills
Quick Apply
Senior Planner
McAdams —Winston-Salem, NC
- Online Application
- 5 years
- Office
- Bachelor's degree
Quick Apply
Sr. Planner (Planner II)
Guilford County Government —Greensboro, NC
- $63,265.28 - $75,908.14 a year
- Online Application
- Construction site
- Engineering
- Driver's License
- AD&D insurance
- Paid holidays
Senior Director, Sales Planning and Operations
Kontoor Brands —Greensboro, NC
- Full-time
- Bachelor of Science
- Office
- Analysis skills
- Paid parental leave
- Tuition reimbursement
Sr Maintenance Planner
Owens Corning —Stokesdale, NC
- Overtime
- Microsoft Outlook
- Ability to walk for extended periods
- Mid-level
5d
Sr. Social Worker (Foster Care/Permanency Planning)
Forsyth County —Winston-Salem, NC
- $49,732.80 - $69,513.60 a year
- Full-time
- Master of Social Work
- Writing skills
- Mid-level
Senior Wealth Strategist
Truist Bank —Winston-Salem, NC
- Full-time
- CPA
- Public speaking
- 11+ years
- AD&D insurance
- Paid holidays
Sr. Scheduler/Planner - Eagle Mtn., UT (ON SITE)
Quanta Infrastructure Solutions Group, LLC —United States
- Full-time
- Engineering
- High school diploma or GED
- Analysis skills
- Health insurance
- Dental insurance

Discover related jobs

Based on your search for senior planner jobs.

Senior Planner
McAdams —Winston-Salem, NC
Bachelor's or advanced degree from an accredited program in Landscape Architecture, City/Community /Regional Planning, Urban Planning, or related field required…
Quick Apply
Sr. Planner (Planner II)
Guilford County Government —Greensboro, NC
Motor Vehicle Reports may be verified for valid driver’s license and that the driving record is compatible with the county’s driving criteria.
$63,265.28 - $75,908.14 a year

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Planner (Scheduler) - Mission Critical
Suffolk Construction Company, Inc. —Columbus, OH
We provide value across the entire project lifecycle through our core construction management services and complementary business lines in real estate…
Senior Planner, Outlets
Victoria's Secret —Reynoldsburg, OH
This role works very cross-functionally with a broad partner group including finance, pricing, planning, real estate, store ops, field, digital, and the…
$99,400 - $134,715 a year

Show more jobs in cities nearby

I want to receive the latest job alert for senior planner in high point, nc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior planner jobs near high point, nc

Senior Social Worker jobs in Winston-Salem, NC

Senior Paralegal jobs in Winston-Salem, NC

Senior Planner jobs in Greensboro, NC

Oak Crest Village By Erickson Senior Living jobs in Parkville, MD

Creative Strategist jobs in Remote

Product Designer jobs in Irvine, CA

Senior Product Strategist jobs in Pepper Pike, OH

Senior Product Strategist jobs in Chantilly, VA

Senior Product Strategist jobs in Florham Park, NJ

Senior Product Strategist jobs in Remote

Medical Product Sales jobs in San Luis Obispo, CA

Senior Social Worker jobs in Dayton, OH

Teacher Social Studies jobs in Philadelphia, PA

Senior Social Worker jobs in Detroit, MI

Senior Social Worker jobs in Lincoln, NE

Senior Living jobs in Chicago, IL

Social Media jobs in Oklahoma City, OK

Senior Social Worker jobs in San Luis Obispo, CA

Government Social Services jobs in New Jersey

Housekeeping Senior Living jobs in Saint Paul, MN

Senior Estate Planning Paralegal

Carolina Estate Planning
Winston-Salem, NC

Quick Apply

Job Details

Full-time
$65,000 - $70,000 a year

Qualifications

Customer communication
Healthcare directives
Caseload management
Client file management
Legal document sorting and filing
Trust administration
Meeting scheduling
Contract drafting
Legal drafting
Client management
Will preparation
Trust legal document drafting
Legal records management
Legal case management
Legal billing
Collaboration with legal team
Senior level
Achieving project delivery timelines
Legal compliance
Content review
Communication skills
Digital legal archive

Full Job Description

At Carolina Estate Planning, we're looking for a Senior Estate Planning Paralegal who's ready to make a meaningful impact. In this role, you'll be at the heart of our mission to enhance lives through exceptional legal work. We believe in fostering an environment where you can grow both personally and professionally.

You'll collaborate with a dedicated team that values integrity, accountability, and a growth mindset. Your expertise will help guide clients through the complexities of estate planning, ensuring they feel supported and informed every step of the way. We offer a supportive work culture with genuine work-life balance and competitive compensation. Join us, and let's make a difference together.

Compensation:

$65,000 - $70,000 base salary plus quarterly incentive compensation

Responsibilities:

Document Drafting

Draft and prepare complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives under attorney supervision
Prepare amendments, restatements, and ancillary documents with accuracy and consistency
Review and quality-check draft documents before attorney review to ensure completeness and compliance with North Carolina law

Trust Funding

Facilitate the transfer of assets into trusts, including real property, financial accounts, and other holdings
Coordinate with financial institutions, title companies, and other third parties to complete funding
Update beneficiary designations and verify that funding is completed accurately and in a timely manner
Track and document trust funding status across all active client matters

Client & Case Management

Communicate with clients professionally and compassionately, scheduling meetings and providing updates on matter progress
Prepare and organize client documents in advance of estate planning meetings
Monitor case deadlines, task due dates, and important time frames to keep matters on track
Maintain accurate and up-to-date client files, digital records, and physical filing in the firm’s case management system
Enter billable and non-billable time accurately and promptly

Team Collaboration

Collaborate with attorneys and fellow paralegals to ensure efficient workflow and outstanding client service
Participate in weekly team case status meetings and monthly case update reviews

What Success Looks Like in This Role

Documents are drafted accurately, completely, and on time — with minimal attorney revisions required
Trusts are funded correctly and efficiently, with no loose ends left untracked
Clients feel informed, cared for, and confident throughout the estate planning process
Attorneys trust you to run with a matter and know it will be handled with expertise and integrity
Files and records are always current, organized, and audit-ready

Qualifications:

Experience in drafting and preparing complex estate planning documents, including wills, trusts, and powers of attorney
Proven track record of ensuring document accuracy and compliance with North Carolina law

Ability to facilitate asset transfers into trusts, coordinating with financial institutions and third parties
Strong communication skills to professionally and compassionately interact with clients, providing updates and scheduling meetings
Proficiency in maintaining accurate client files and digital records within a case management system
Demonstrated ability to monitor case deadlines and ensure timely task completion
Experience in collaborating with attorneys and paralegals to enhance workflow and client service quality

About Company

At Carolina Estate Planning, we don't just practice law — we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success.

Our core values:

Integrity — We hold ourselves to the highest ethical standards, always.
Everyone Gets Helped — Great legal work ripples outward. We show up fully for every person we encounter — client or not — because we're in the business of making people's lives better.
100% Accountability — We own our actions and our outcomes, no excuses. That standard applies at every level of the firm.
Growth Mindset — We're committed to continuous learning and helping every team member reach their full potential.
Rigor — The difference between good and exceptional lives in the details. We hold ourselves to a standard that sets us apart.

#WHLAW3

PI286137680

Quick Apply

Refine Your Search

senior planner jobs in high point, nc

Senior Estate Planning Paralegal

Senior Planner

Sr. Planner (Planner II)

Senior Director, Sales Planning and Operations

Sr Maintenance Planner

Sr. Social Worker (Foster Care/Permanency Planning)

Senior Wealth Strategist

Sr. Scheduler/Planner - Eagle Mtn., UT (ON SITE)

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for senior planner in high point, nc

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected