Estate & Trust Associate Attorney

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

Benefits offered by this job

Competitive salary

Hybrid work model

Professional development opportunities

Job summary

Carolina Family Estate Planning, a Cary, NC-based firm, is seeking a highly motivated Estate Planning Attorney to craft personalized plans and protect clients’ loved ones. The role blends remote work with Cary, NC presence and involves collaboration with a team of experienced professionals.

The ideal candidate will have a NC license with 2+ years in estate planning, probate, and estate/trust administration, strong communication skills, and a commitment to client service.

Qualifications

• Licensed NC attorney with at least 2 years' experience in estate planning, probate, and estate/trust administration.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Compassionate and empathetic demeanor.
• Proficient in legal research and writing.
• Ability to manage a caseload and meet deadlines.

Responsibilities

• Draft and revise wills, trusts, powers of attorney, and other estate planning documents.
• Advise clients on tax minimization strategies and asset protection.
• Conduct client meetings to understand their unique needs and goals.
• Communicate complex legal concepts clearly and concisely.
• Stay up-to-date on developments in estate planning law.
• Collaborate with other attorneys and professionals to provide comprehensive legal services.

Skills

Estate planning experience

Written and verbal communication

Analytical thinking

Compassionate demeanor

Legal research and writing

Caseload management

Education

Licensed North Carolina attorney

Tools

Legal research tools

Job description

Do you have a passion for helping families plan for the future?

Carolina Family Estate Planning is seeking a highly motivated and experienced Estate Planning Attorney to join our growing team. In this role, you will play a vital role in crafting personalized estate plans that ensure our clients' wishes are met and their loved ones are protected.

About Carolina Family Estate Planning

Carolina Family Estate Planning (CFEP) is an education-first law firm based in Cary that provides estate planning, elder law, asset protection, and estate administration legal services. We are a passionate and diverse group of people who believe that doing the right thing is the best way to help our clients. CFEP has been around for over a decade and is currently growing at a significant pace. We are building a team of enthusiastic, fun, compassionate people to help clients build better lives using the services we provide.

Responsibilities

• Draft and revise wills, trusts, powers of attorney, and other estate planning documents.
• Advise clients on tax minimization strategies and asset protection.
• Conduct client meetings to understand their unique needs and goals.
• Effectively communicate complex legal concepts clearly and concisely.
• Stay up-to-date on the latest developments in estate planning law.
• Collaborate with other attorneys and professionals to provide comprehensive legal services.

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.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Compassionate and empathetic demeanor.
• Proficient in legal research and writing.
• Ability to manage a caseload and meet deadlines.

Benefits

• Competitive salary and benefits package.
• Opportunity for professional growth and development.
• Collaborative and supportive work environment.
• Make a lasting impact on the lives of your clients.

Work Schedule

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

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. Core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving drive us. 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.

At Carolina Family Estate Planning, we are committed to placing the right people in the right roles.

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.

Salary: $95000 - $120000 per year