Probate Legal Assistant

Are you a skilled legal professional who takes pride in delivering exceptional client experiences and fostering meaningful relationships? Do you have an eye for detail, strong communication skills, and a proactive, solution-oriented approach? If so, we invite you to join our team!

At Carolina Family Estate Planning, we're seeking a dedicated Estate and Trust Administration Legal Assistant to support our clients through one of life's most challenging times-the loss of a loved one. Our firm is committed to innovation and providing outstanding legal services that ease the complexities of estate and trust administration.

• Impactful Work: Help clients navigate the probate process with compassion and professionalism.
• Supportive Team: Collaborate with a talented, driven, and innovative team that values work/life balance.
• Growth Opportunities: We're invested in your personal and professional development.

Our ideal candidate is a motivated, team-oriented professional with prior experience in estate administration. You enjoy working directly with clients, managing details, and contributing to a positive, collaborative work environment.

As an Estate and Trust Administration Legal Assistant, you'll:

• Work directly with clients to gather accurate information for estate administration.
• Draft correspondence and legal documents efficiently and with precision.
• Manage case timelines, ensuring tasks are on track and deadlines are met.
• Organize and maintain physical and digital files according to established procedures.
• Review incoming documents and emails, ensuring they are acknowledged and properly documented.
• Conduct client meetings, including signing appointments, with professionalism and care.
• Collaborate with team members to deliver the highest level of client service.
• Regularly meet with your Team Lead to discuss cases, address questions, and pursue learning opportunities.

We're looking for someone who:

• Is detail-oriented, well-organized, and a fast learner with a growth mindset.
• Has a passion for helping others and takes pride in doing the right thing.
• Thrives in both independent and team-based work environments.
• Enjoys interacting with clients, both in person and virtually.
• Follows through on commitments and contributes to team success.
• Is comfortable asking questions and seeking support when needed.

• At least 1 year of client-facing experience in a law firm setting.
• A solid understanding of the probate process.
• Excellent communication skills, both written and verbal.
• Proficiency with technology, including Zoom, Google Workspace, Microsoft Office, and legal practice management software (e.g., Actionstep, Clio, Smokeball).
• NC Notary Public certification or willingness to obtain certification.
• Familiarity with ActionStep or similar client management software is a plus.

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.