Estate Planning Attorney

Jobot Inc.; Charlotte (NC); Hybrid; USD 100,000 - 175,000; Full time

Job summary

Jobot Inc. is seeking an experienced Estate Planning Attorney to build a new practice area within a general practice firm. The ideal candidate will have at least 3 years of experience in estate planning, drafting wills and trusts, and will be passionate about helping clients safeguard their assets. Join a collaborative environment with a competitive compensation package and flexible working conditions.

Benefits

Competitive Compensation Package

Employer Contribution to Health Insurance

Retirement Match

Flexible Hybrid Schedule

Structured and Collaborative Environment

Qualifications

• Minimum of 3+ years of experience in estate planning and administration.
• Strong knowledge of federal and state laws related to estate planning.
• High level of professionalism and ethical standards.

Responsibilities

• Counsel clients on all aspects of estate planning.
• Manage the probate and estate administration process.
• Collaborate with clients' financial advisors.

Skills

Analytical skills

Negotiation skills

Problem-solving skills

Communication skills

Education

Juris Doctor (JD)

Job description

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This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $175,000.00/yr

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Job details

General Practice Firm with Hybrid Flexibility & Retirement Match

This Jobot Job is hosted by Katie Griffith

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $100,000 - $175,000 per year

A Bit About Us

We are a general practice firm servicing clients in Charlotte and the surrounding area.



Why join us?

• Competitive Compensation Package
• Employer Contribution to Health Insurance
• Retirement Match
• Flexible Hybrid Schedule
• Structured and Collaborative Environment
  
  

Job Details

We are seeking an experienced Estate Planning Attorney.

You will be tasked with building and growing this new practice area with the support of the firm and its resources behind you. No need to stress about bringing in new clients all on your own.

The successful candidate should have experience drafting wills, trusts, powers of attorney, and/or healthcare directives. Additional experience with probate law is ideal, and a portable book would be beneficial but not required.

This is a permanent position ideal for a seasoned professional who is passionate about helping clients navigate complex legal matters and safeguard their assets for future generations.

Responsibilities

• Counsel clients on all aspects of estate planning, including the drafting, review, and execution of wills, trusts, powers of attorney, and healthcare directives.
• Manage all phases of the probate and estate administration process, including the preparation and filing of all necessary court documents.
• Provide legal advice on complex estate planning strategies, tax implications, and asset protection.
• Collaborate with clients' financial advisors, accountants, and other professionals to ensure a comprehensive approach to estate planning.
• Maintain up-to-date knowledge of laws and regulations related to estate planning and administration, and ensure all client matters are handled in compliance with applicable laws.
• Represent clients in probate court proceedings, as necessary.
• Develop and maintain strong client relationships through excellent customer service and communication.
• Participate in business development activities to grow the firm's estate planning practice.
  
  

Qualifications

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the North Carolina state bar and in good standing.
• Minimum of 3+ years of experience in estate planning and administration, including trusts, wills, powers of attorney, etc.
• Strong knowledge of federal and state laws and regulations related to estate planning and administration.
• Excellent analytical, negotiation, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to explain complex legal concepts to clients in a clear and understandable manner.
• High level of professionalism and ethical standards.
• Demonstrated ability to work independently while also working in a collaborative and structured environment.
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Legal Services, Law Practice, and Government Administration

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