Intake Attorney -- Estate Planning & Probate Administration

Job Description

Intake Attorney — Estate Planning & Probate Administration

\n

\n

Location: Raleigh/Durham, North Carolina  

\n

Position: Full-time, on-site

\n

Experience Required: None

\n

Qualifications: Active Law License (NC).

\n

\n

About Pierce Law

\n

\n

Pierce Law serves individuals, families, and business owners throughout North Carolina in estate planning and probate administration. We combine thoughtful legal guidance with attentive service to help clients plan for the future and navigate the responsibilities that follow the loss of a loved one.

\n

\n

About the Role

\n

\n

We are seeking a North Carolina–licensed attorney to serve as an Intake Attorney in our Durham office. As an early point of contact for prospective clients, you will help people understand their legal needs, explain how our firm can assist, and guide them through the process of beginning representation.

\n

\n

This role is ideal for an attorney who enjoys meeting people, listens carefully, communicates clearly, and approaches sensitive conversations with empathy and sound judgment. **Prior estate planning or probate administration experience is welcome but not required.** A strong interest in learning these practice areas is essential.

\n

\n

Key Responsibilities

\n

\n

\n
• Conduct initial consultations with prospective clients to understand their goals, circumstances, and estate planning or probate administration needs.
\n
• Evaluate whether prospective matters are a good fit for the firm’s services and identify issues requiring further attorney review.
\n
• Explain the firm’s services, proposed scope of representation, fees, and next steps in clear, accessible language.
\n
• Set realistic expectations about the legal process, anticipated timelines, and information needed to move forward.
\n
• Respond promptly and professionally to prospective client questions by phone, email, and in person.
\n
• Coordinate follow-up and help prospective clients complete the engagement process.
\n
• Prepare accurate consultation notes and coordinate a thorough handoff to the attorneys and staff responsible for each retained matter.
\n
• Follow firm procedures for conflict checks, confidentiality, client engagement, and accurate timekeeping.
\n

\n

\n

Qualifications

\n

\n

\n
• Active North Carolina bar admission.
\n
• A strong interest in estate planning and probate administration and a commitment to continued learning.
\n
• Excellent listening, writing, research, and interpersonal communication skills.
\n
• The ability to discuss sensitive family and financial matters with empathy, discretion, and professionalism.
\n
• Strong attention to detail, organization, and follow-through.
\n
• The ability to establish trust and set clear client expectations.
\n
• A collaborative approach and a willingness to work closely with attorneys and staff.
\n
• A commitment to high-quality legal work and an excellent client experience.
\n

\n

\n

Compensation and Benefits

\n

\n

We offer competitive compensation commensurate with skill and experience, along with performance incentives and a generous benefits package. Our collaborative work environment includes professional education and career-growth opportunities for attorneys who are motivated to develop their knowledge and skills.