Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Trust & Estate Planning Attorney

gpac

Trust & Estate Planning Attorney

Estate planning lawyer with broad experience, including complex estate, tax, wealth and business-succession planning.

Primary areas include estate and tax planning for mid- to high-net-worth individuals and families: income tax, transfer tax and charitable planning, as well as pass-through entity (LLCs and LPs) and business succession planning.

Drafting of both basic and sophisticated estate-planning documents—including income and estate tax planning documents, irrevocable trusts and business-planning documents.

Counseling fiduciaries in estate and trust settlement and administration.

Requirements

  • Minimum of 4 years of experience in a similar position or law firm or direct estate-planning experience.
  • Excellent interpersonal, organizational, research, written and oral communication skills.
  • Self-starter, detail-oriented.
  • Ability to work independently and as part of a team.
  • Demonstrated client-relationship skills—including ability to participate in in-person and virtual client meetings.
  • Admission to the North Carolina Bar.
  • J.D.; solid academics, law-review experience preferred.
  • Bachelor's degree in business, finance or tax preferred.
  • LL.M./CPA in tax preferred but not required.

Compensation & Benefits

  • Salary commensurate with relevant experience and qualifications.
  • Generous employee benefits including but not limited to:
  1. Medical/Dental/Vision
  2. Life/STD/LTD/PTO/Holidays

Confidential Application Process

If interested, please send resume to: View email address on click.appcast.io. All inquiries will be handled with the utmost confidentiality.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Trust & Estate Planning Attorney in Charlotte, NC vacancy
  • $120k - $180k

     ...a Great Opportunity Join a growing estate planning practice where your work directly helps...  ...relationships while handling sophisticated wills, trusts, estate administration, probate, and...  ...and have 1+ year of directly relevant attorney experience in estate planning, wills... 
    Suggested
    Full time

    Orion Placement

    Charlotte, NC
    2 days ago
  •  ...Oath Law & Oath Planning - Estate and Financial Planning About The Role Oath is hiring for an Associate Attorney in Charlotte, North Carolina! This role is an in-person,...  ...ease in one-on-one consultations where trust is built. We're growing quickly, expanding... 
    Suggested
    Work at office
    Flexible hours
    Afternoon shift

    Oath Inc

    Charlotte, NC
    2 days ago
  •  ...Job Description Job Description If you’re an estate planning attorney who’s tired of capped income, firm politics, or trading hours for a...  ...estate planning solutions Serve families through wills, trusts, and legacy planning Educate and guide clients through critical... 
    Suggested

    Integrity Wealth Solutions

    Charlotte, NC
    3 days ago
  •  ...Job Description Job Description Trusts & Estates Associate Attorney Current & Future Opportunities | Confidential Career Conversations You help clients plan for their futures. Are you giving your own career the same attention? A successful private client practice... 
    Suggested
    Private practice
    Immediate start

    Aligned Talent Acquisition

    Charlotte, NC
    17 days ago
  •  ...Description Job Description The Staff Attorney will handle assigned legal matters,...  ...Responsibilities • Handle routine probate and estate administration matters. • Prepare wills,...  ..., advance directives, and other estate planning documents. • Assist with guardianship... 
    Suggested
    Contract work

    CW Lachey Law, PLLC

    Charlotte, NC
    14 days ago
  • $230k - $260k

     ...join our team!The Knowledge Management (KM) Attorney - Insurance + Intellectual Property is...  ...attorney contributions to address them.Vet, plan, and execute KM innovation projects in...  ...professionalism; established credibility and trusted partnership.Proactive mindset focused on... 
    Full time
    Contract work
    Casual work
    Work at office
    Remote work

    Troutman Pepper Hamilton Sanders

    Charlotte, NC
    5 days ago
  • $170k - $190k

     ...Nash Job Title: Business Litigation Attorney Location: Charlotte, NC Salary/...  ..., risk assessment, and litigation planning. Work directly with partners and clients...  ...Shareholder and partnership disputes. Real estate litigation. Fiduciary litigation.... 
    Permanent employment
    Full time
    Contract work

    AMS Staffing Inc.

    Charlotte, NC
    1 day ago
  •  ...A real estate attorney leading their own office within a larger firm is responsible for overseeing all aspects of the office's legal practice...  ...legal practice, including budgeting, billing, and financial planning. Maximize profitability and ensure financial sustainability.... 
    Work at office
    Local area

    Galbreath Costner, LLC

    Charlotte, NC
    5 days ago
  • $85k - $100k

     ...standards. 4. Conducting detailed risk analyses and financial forecasting. 5. Assisting in the preparation of budgets and financial planning. 6. Participating in strategic data analysis, research, and modeling for senior company leadership. 7. Ensuring that all... 
    Permanent employment
    Full time
    Work at office
    Local area

    Jobot

    Charlotte, NC
    3 days ago
  •  ...Intake, assessment, case management, crisis intervention, safety planning, court education, information, and referrals, as applicable....  ...Oriented / Planning and Organizing Adaptability Building Trust Client Focus Technical and Professional Knowledge and Skills... 
    Full time
    Work experience placement
    Internship
    Local area

    Ascend Nonprofit Solutions

    Charlotte, NC
    1 day ago
  • $90k - $120k

     ...exceptional client experience Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk...  ...applicants with arrest and conviction records.At WTW, we trust you to know your work and the people, tools and environment you... 
    Temporary work
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Charlotte, NC
    4 days ago
  •  ...intake, assessment, case management, crisis intervention, safety planning, court education, information, and referrals. Ensure...  ...competencies: Action Oriented/Planning and Organizing Building Trust Client Focus Conflict Management Teamwork Education and/or Work... 
    Work experience placement
    Internship
    Immediate start

    Smartstartofmeck

    Charlotte, NC
    10 hours ago
  •  ...with DVPO paperwork, case management, crisis intervention, safety planning, court education, information, and referrals. Provide...  ...competencies. Demonstrate the position agency competencies Building Trust Client Focus Initiative Teamwork Technical/... 
    Temporary work
    Work experience placement
    Internship
    Immediate start

    Ascend Nonprofit Solutions

    Charlotte, NC
    17 days ago
  •  ...Job Description Job Description Residential Real Estate Associate Attorney Location: Charlotte, NC (Hybrid) Minimum Qualifications...  ...problem-solving and analytical skills Ability to build trusted relationships with clients and business partners Sound legal... 
    Contract work

    The Judge Group

    Charlotte, NC
    21 days ago
  •  ...JOB TITLE: ASSOCIATE ATTORNEY DEPARTMENT: SINGLE EVENT REPORTS TO: CHRIS PINEDO, PARTNER FLSA STATUS: EXEMPT ROLE...  ...hands-on case handling and management skills. ~ Case action planning from the moment a file is received from the Managing Partner to... 
    Temporary work
    Work at office
    Immediate start

    Robert C Hilliard Pc

    Charlotte, NC
    4 days ago
  • $150k - $225k

     ...are a longstanding leader in financial planning and advice, a global asset manager and an...  ...opportunity for an experienced licensed attorney to become an integral part of the GCO Advice...  ....Key ResponsibilitiesServe as a trusted legal partner supporting managed accounts... 
    Full time
    H1b
    Work at office
    Work from home
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Charlotte, NC
    2 days ago
  •  ...product liability and complex litigation matters. With over 200 attorneys across 17 offices nationwide, we are known for our deep bench...  ...a key role in supporting partners on strategic litigation planning, all the way through trial preparation and execution. We’re looking... 
    Temporary work
    Work at office
    Remote work
    Work from home

    Bowman and Brooke

    Charlotte, NC
    3 days ago
  •  ...Associate AttorneyThe Associate attorney will manage a diverse caseload from inception through resolution, providing strategic legal counsel...  ...within the guidelines and best practices of their profession.Planning & Priority Setting - Legal Professionals identify priorities... 
    Work at office
    Remote work

    Chartwell Law

    Charlotte, NC
    1 day ago
  •  ...for clients. This role will primarily support Real Estate clients and portfolios, serving as a trusted advisor to real estate owners, operators, developers...  ...exceptional client experience. Provide strategic planning and risk management consulting services to Real Estate... 
    Full time
    Temporary work
    Local area
    Visa sponsorship
    Work visa
    Flexible hours

    WTW

    Charlotte, NC
    3 days ago
  •  ...Associate Attorney - Workers' Compensation Full-time Associates in our workers’ compensation practice defend claims against employers...  ...may apply Only full‑time employees eligible Reliably commute or planning to relocate before starting work. Hedrick Gardner is committed... 
    Full time
    Temporary work
    Local area
    Relocation

    Hedrick Gardner

    Charlotte, NC
    2 days ago
  • $205k - $295k

     ...Real Estate - Associate Attorney Atlanta, GA; Baltimore, MD; Baton Rouge, LA; Charleston, SC; Charlotte, NC; Chattanooga, TN; Columbia, SC; Fort Lauderdale, FL; Houston, TX; Jackson, MS; Johnson City, TN; Knoxville, TN; Macon, GA; Mandeville, LA; Memphis, TN; Metropark... 
    Work at office

    Direct Counsel

    Charlotte, NC
    1 day ago
  •  ...Job Title: Pre-Litigation Attorney Location: Onsite - Charlotte or Wilmington, NC Job Type: Full-Time About Horton & Mendez...  ...Creates Impact: Clients understand where their case stands and trust the guidance they receive Claims are valued accurately, with... 
    Full time
    Work at office
    Day shift

    Horton & Mendez, Attorneys at Law, PLLC

    Charlotte, NC
    5 hours ago
  • $90k - $110k

     ...entrepreneurial residential real estate law firm with an outstanding...  ...-term relationships built on trust, professionalism, and service....  ...affidavits, easements, powers of attorney, corrective instruments, and...  ...Paid time off Retirement plan Vision insurance... 
    Full time
    Contract work
    Work at office

    Orion Placement

    Charlotte, NC
    4 days ago
  • $310k

     ...Commercial Real Estate and Finance Associate | Charlotte, NC | $310,000 to $455,000 plus...  ...estate team in Charlotte. I placed an attorney here earlier this year. So if you ask me...  ...loan agreements, notes, mortgages, deeds of trust and guaranties. Structuring commercial... 
    Full time
    Work at office

    Distinct | North America

    Charlotte, NC
    1 day ago
  • $160k - $260k

     ...Commercial Real Estate Attorney | Charlotte, NC | $160,000 to $260,000 ~1,800 to 1,900 billable hours. That’s the target. ~ The firm wants...  ...deal turns into a dispute, you walk it over to colleagues you trust. The client stays with you. That changes how clients see... 
    Full time

    Distinct | North America

    Charlotte, NC
    5 hours ago
  •  ...Healthcare Attorney | Charlotte-Based Boutique Firm Charlotte, NC (NoDa) | Full-Time | In...  ...innovators to impactful nonprofits, our clients trust us because we’re smart, thoughtful, and...  ...happy to work with you on a transition plan to bridge the gap as long as you're... 
    Full time
    Contract work
    Work at office
    Local area
    Relocation

    Gardner Skelton PLLC

    Charlotte, NC
    3 days ago
  •  ...Employment Attorney | Charlotte-Based Boutique Firm Charlotte, NC (NoDa) | Full-Time | In...  ...innovators to impactful nonprofits, our clients trust us because we’re smart, thoughtful, and...  ...happy to work with you on a transition plan to bridge the gap as long as you're... 
    Full time
    Contract work
    Work at office
    Local area
    Relocation

    Gardner Skelton PLLC

    Charlotte, NC
    3 days ago
  • $192k - $230k

     ...Truist is currently seeking a capital markets attorney to serve as an Associate General Counsel...  ...key internal clients while serving as a trusted legal advisor, legal risk manager, and...  ...tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no... 
    Full time
    Part time
    Work at office
    Remote work
    Shift work
    Day shift

    Truist

    Charlotte, NC
    3 days ago
  •  ...timePosted: 2026-10-06We are seeking a Senior Attorney, Litigation to support and manage an...  ...evaluation, budgeting, and resolution planning.Serve as a legal point of contact for assigned...  ...risk, or highly complex matters.Build trusted relationships by providing responsive,... 
    Temporary work
    Flexible hours

    Honeywell

    Charlotte, NC
    1 day ago
  •  ...Financial Services Commercial Litigation Construction Real Estate Labor & Employment Healthcare Intellectual Property...  ...Government Contracts Employee Benefits / ERISA Tax Trusts & Estates Food & Beverage Hospitality Environmental... 

    Platinum Legal Search Group, LLC

    Charlotte, NC
    5 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trust & Estate Planning Attorney. Be the first to apply!