Job Description

Job Description

Job Description

Join Carolina Estate Planning as a Trust and Estate Planning Attorney, where you'll empower clients to achieve peace of mind through strategic estate management. You'll create personalized wills and trusts and oversee probate, guiding families through the intricacies of estates with integrity and respect. Your role is pivotal in ensuring clients' wishes are honored, reflecting our commitment to ethical standards and exceptional service.

With us, you'll have the opportunity to collaborate in a supportive environment that values teamwork and innovation, all while advancing your career and contributing to meaningful reform in the probate system. If you're ready to make a significant impact and grow within a firm that values your professional and personal goals, we invite you to apply.

$110,000 - $140,000 yearly base plus incentive

• Collaborate with senior partners and paralegals to effectively move files through the civil litigation process
• Advise clients regarding retirement plans, charitable giving, and insurance options
• Ensure clients are effectively represented at court hearings as needed
• Draft and file wills, trusts, and powers of attorney
• Discuss plans with clients for distributing clients’ assets

• Consult with prospective clients and lead them through our proprietary estate planning process.
• Provide expert legal advice and deliver superior estate planning and asset protection work products.
• Research, design, and create complex and customized estate plans.
• Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures.
• Represent clients in uncontested guardianship and probate hearings.
• Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements.

• Excellent communication skills, especially in highly stressful and emotional situations
• Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required
• Active membership with the ABA (American Bar Association)
• Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation
• 4-year degree with a legal background and J.D. degree are necessary for this position

• Active North Carolina Bar license.
• Five (5) years or more of Estate Planning, Probate, and Trust Administration experience.
• Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm.
• Experience using  WealthDocx Estate Planning software or  ElderDocx Elder Law software.
• LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred.

We value open and respectful feedback as well as work-life balance. We care about our teammates’ personal, professional, and financial goals and help them achieve success.

• Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors.
• Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients.
• Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility.
• Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients’ needs with creativity and resourcefulness.
• Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client.

Job Tags

Similar Jobs