Attorney - Estate and Trust

Carolina Family Estate Planning; Cary (NC); On-site; USD 95,000 - 120,000; Full time

Job summary

A prominent law firm in Cary, NC, is seeking a dedicated attorney with expertise in estate planning and probate. The role involves conducting client meetings, delivering educational presentations, and collaborating with a team to draft legal documents. The ideal candidate will have at least 2 years of experience and a strong commitment to client service. Competitive salary of $95k-$120k plus benefits is offered.

Benefits

Medical, dental, and vision insurance

Life insurance and disability coverage

Retirement plan with matching contributions

Paid time off and paid holidays

Support for setting up personal estate plan

Qualifications

• Minimum 2 years of recent experience in estate planning and probate.
• Ability to simplify complex legal concepts for clients.
• Demonstrate integrity and commitment to personal growth.

Responsibilities

• Deliver educational presentations to clients.
• Conduct 1-on-1 meetings for advice and document review.
• Collaborate with paralegals to draft legal documents.

Skills

Estate planning expertise

Probate experience

Organization

Detail-oriented

Proactive

Education

Licensed North Carolina attorney

Job description

Overview

Carolina Family Estate Planning is seeking an extraordinary attorney who is passionate about making estate planning accessible and understandable. If you are a licensed North Carolina attorney with at least 2 years of recent estate planning and probate experience, and you have a knack for demystifying legal processes and a desire to make a significant impact on families and their futures, you might just be the person we're looking to join our dynamic team.

Responsibilities

As an attorney at our firm, you'll be instrumental in making estate planning approachable for our clients. You'll use your expertise to help demystify how clients' planning will work, aiding families in confidently navigating their planning choices. Your responsibilities will include delivering educational presentations, conducting 1-on-1 meetings to provide advice and review decisions, and collaborating with paralegals and legal assistants to draft legal documents and manage filings. Regular team meetings support our continuous improvement and ensure we provide excellent, proficient service.

Work Schedule & Candidate Profile

• Position Type: Full-Time
• Location: Cary, NC
• Typical Schedule: 8:30 AM - 5:00 PM, with flexibility for client workshop presentations

Qualifications

You are a licensed North Carolina attorney with at least 2 years of recent experience in estate planning, probate, and estate and trust administration. You're an expert at simplifying complex legal concepts for families, impeccably organized, and detail-oriented. You thrive on challenges and possess a positive, team-centric attitude. You demonstrate uncompromising integrity, you're proactive in nature, and you're committed to your own personal growth.

Compensation & Benefits

At Carolina Family Estate Planning, we believe in investing in our team's well-being so each of us can bring our best to our clients every day. You'll receive a competitive base salary of $95,000 to $120,000 based on experience plus the opportunity to earn more through incentive-based compensation tied to Key Performance Indicators (KPIs) and Measures of Success. Our comprehensive benefits package offers medical, dental, and vision insurance, life insurance and disability coverage, and a retirement plan with matching contributions. Beyond these, we cover attorneys' bar dues, insurance, and applicable CLE expenses. Enjoy paid time off, 12 paid holidays, and assistance with setting up your own estate plan, ensuring you're supported both in your professional endeavors and personal well-being.

About Carolina Family Estate Planning

Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.

We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and / or a credit check, depending on the specific position.

Hiring Process

As part of our hiring process, candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process. If you do not receive the email within 24 hours of applying, please check your spam or promotions folder. If it is still missing, feel free to contact us at [e-mail].

Job Posted by ApplicantPro