Estate Planning Attorney

Teksky LLC; Charlotte (NC); On-site; USD 130,000 - 180,000; Full time

Job summary

Teksky LLC in Charlotte, NC seeks an experienced Senior Estate Planning Attorney to join its legal team. The attorney will advise high-net-worth individuals on sophisticated estate planning, wealth preservation, and trust planning, managing matters from consultation to execution and ongoing reviews.

The role demands strong technical knowledge, exceptional client communication, and the ability to handle complex matters independently, including estate and probate administration and

Qualifications

• J.D. from an accredited law school.
• Active license and good standing with the North Carolina State Bar.
• Demonstrated experience in estate planning, trusts, and estate administration.

Responsibilities

• Provide sophisticated estate planning counsel for high-net-worth clients.
• Develop and implement customized estate plans based on clients' circumstances.
• Draft and revise wills, trusts, powers of attorney, and healthcare directives.
• Advise on complex trust structures, tax-efficient planning, and intergenerational wealth transfer.
• Manage estate and probate administration with clients, executors, and beneficiaries.

Skills

Client communication

Independent handling of matters

Estate planning knowledge

Education

Juris Doctor (J.D.)

Job description

We are seeking an experienced Senior Estate Planning Attorney to join our legal team in Charlotte, NC. The ideal candidate will have substantial experience advising high-net-worth individuals and families on sophisticated estate planning, wealth preservation, trust planning, and estate administration matters.

The Senior Estate Planning Attorney will independently manage client relationships and matters from the initial consultation through strategy development, document drafting, execution, and ongoing estate plan reviews. This position requires strong technical knowledge, excellent client communication skills, sound legal judgment, and the ability to handle complex and sensitive matters with a high degree of independence.

Key Responsibilities

• Provide sophisticated legal counsel on estate planning, wealth preservation, asset protection, and succession planning.
• Develop and implement customized estate plans based on clients' financial circumstances, family dynamics, business interests, and long-term objectives.
• Draft, review, and revise wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, living wills, and other estate planning documents.
• Advise clients on complex trust structures, tax-efficient planning strategies, asset protection, and intergenerational wealth transfer.
• Handle estate and probate administration matters, including guiding executors, trustees, beneficiaries, and families through the administration process.
• Develop sophisticated planning strategies for high-net-worth clients, blended families, business owners, and clients with complex assets.
• Advise on special needs planning, elder law, charitable planning, and other specialized estate planning matters.
• Conduct comprehensive estate plan reviews and recommend updates based on changes in laws, family circumstances, assets, and client objectives.
• Build and maintain strong, long-term relationships with clients and serve as a trusted legal advisor.
• Communicate complex legal and financial concepts clearly to clients and their families.

Required Qualifications:

• Juris Doctor (J.D.) degree from an accredited law school.
• Active license and good standing with the North Carolina State Bar.
• Relevant legal experience, with substantial experience in estate planning, trusts, estate administration, or a closely related practice area.
• Demonstrated experience independently managing estate planning matters and client relationships.
• Strong hands-on experience drafting and reviewing wills, trusts, powers of attorney, healthcare directives, and other estate planning documents.
• Experience handling estate and probate administration matters.