Trust & Estate Planning Attorney

Job Description

Job Description

We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity!

$110,000 - $140,000 yearly base plus incentive

• Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action
• Organize and maintain client files to ensure they are kept current
• Create wills, trusts, and powers of attorney for your clients
• Educate clients about options for retirement, donating to charity, and purchasing insurance
• Attend court proceedings as needed to represent clients

• Consult with prospective clients and lead them through our proprietary estate planning process.
• Provide expert legal advice and deliver superior estate planning and asset protection work products.
• Research, design, and create complex and customized estate plans.
• Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures.
• Represent clients in uncontested guardianship and probate hearings.
• Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements.

• Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required
• Undergraduate degree with a legal background and Juris Doctor degree required
• Great communication skills, particularly in stressful and emotional situations
• Member in good standing and actively involved with the ABA (American Bar Association)
• Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation

• Active North Carolina Bar license.
• Five (5) years or more of Estate Planning, Probate, and Trust Administration experience.
• Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm.
• Experience using  WealthDocx Estate Planning software or  ElderDocx Elder Law software.
• LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred.

We value open and respectful feedback as well as work-life balance. We care about our teammates’ personal, professional, and financial goals and help them achieve success.

• Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors.
• Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients.
• Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility.
• Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients’ needs with creativity and resourcefulness.
• Client focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client.