Estate Planning Associate Attorney

BCG Attorney Search; Cary (NC); On-site; USD 80,000 - 100,000; Full time

Job summary

A law firm in Cary, NC, seeks a dedicated associate for estate planning and administration. The role involves guiding clients, drafting legal documents, and collaborating with a team. Ideal for someone eager to grow in a dynamic environment.

Qualifications

• Minimum of 3 years' legal experience in estate planning and administration.
• Licensed to practice law in North Carolina.

Responsibilities

• Guide clients through estate planning options.
• Draft or review key legal documents.
• Manage estate administration filings.

Skills

Legal drafting and document review

Client counseling and relationship building

Case management and workflow efficiency

Familiarity with estate, tax, and real estate legal frameworks

Strong organizational and interpersonal abilities

Education

Juris Doctor (JD)

Job description

Job Overview:

A law firm based in Cary, NC, is partnering with a legal recruitment agency to find a dedicated associate with a strong foundation in estate planning and administration. This opportunity is ideal for someone who thrives in a dynamic, client-focused environment and is eager to manage comprehensive planning matters while collaborating with seasoned professionals. The position offers hands-on mentorship and the chance to expand into additional practice areas, including business transactions, tax resolution, and real estate.

Duties:

1. Guide clients through estate planning options with clarity and care
2. Draft or review key legal documents, including wills, trusts, and powers of attorney
3. Collaborate with paralegals and support staff to maintain document accuracy and timeliness
4. Manage estate administration filings and ensure all necessary court submissions are complete
5. Conduct client meetings and respond to inquiries promptly and professionally
6. Participate in the planning and execution of real estate transfers within estate and trust structures
7. Support business clients with contracts, entity formation, and transactions
8. Engage with tax authorities on behalf of clients during controversy matters
9. Maintain internal deadlines, case records, and uphold service standards

Requirements:

• Licensed to practice law in the State of North Carolina
• Minimum of 3 years' legal experience in estate planning and administration
• Strong written and verbal communication skills
• Client-focused approach with attention to detail
• Ability to prioritize and work effectively within a small team environment
• Willingness to assist with related areas such as business law, tax, or real estate

Education:

Juris Doctor (JD) from an accredited law school

Skills:

• Legal drafting and document review
• Client counseling and relationship building
• Case management and workflow efficiency
• Familiarity with estate, tax, and real estate legal frameworks
• Strong organizational and interpersonal abilities

Job Location:

Cary, NC