What are the responsibilities and job description for the Estate Planning and Probate Attorney position at Carolina Family Estate Planning?
Estate Planning and Probate Attorney
Are you passionate about helping families navigate one of the most challenging times of their lives? Ready to leave behind the traditional, stuffy law firm culture? Carolina Family Estate Planning is looking for an estate and trust administration attorney to join our dynamic team. We guide our clients through the probate process and help them plan for the future with compassion and expertise, as well as help them plan for a secure future through comprehensive estate planning. Join us, and be a part of a team that's transforming estate planning and administration, one family at a time.
Responsibilities:
- Draft and revise estate planning documents, including wills, trusts, and powers of attorney
- Advise clients on tax minimization strategies and asset protection
- Conduct client meetings to understand their unique needs and goals
- Navigate the estate and trust administration process with our clients
- Clearly and concisely communicate complex legal concepts
- Stay current on developments in estate planning law
- Collaborate with attorneys and other professionals to provide comprehensive legal services
Compensation & Benefits:
- Competitive base salary: $95,000 - $120,000 (based on experience)
- Incentive-based compensation opportunities for exceeding Key Performance Indicators (KPIs) and success metrics
- Comprehensive medical, dental, and vision insurance, life and disability coverage, and retirement plan with matching contributions
- Paid time off and 12 paid holidays
- We'll help set up your personal estate plan
- Bar dues, insurance, and Continuing Legal Education (CLE) expenses covered
- Hybrid remote/in-office position
Qualifications:
- Licensed North Carolina attorney with at least 2 years of recent experience in estate planning, probate, or estate and trust administration
- Strong written and verbal communication skills
- Analytical thinker with excellent problem-solving abilities
- Compassionate and empathetic approach to client care
- Proficient in legal research and writing
- Ability to manage a caseload and meet deadlines
Work Schedule:
- Full-Time
- Hybrid (Remote and in-office in Cary, NC)
- Typical hours: 8:30 AM - 5:00 PM, with flexibility for client workshops
To Apply:
Submit your resume, and you will receive an email with a survey link. Please complete the survey as soon as possible. We look forward to connecting with you!
Join Carolina Family Estate Planning and help shape the future of estate planning for generations to come!
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. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. 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.
Salary : $95,000 - $120,000
