Senior Estate Planning Attorney: Wealth & Trust Specialist

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

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