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Estate Planning Attorney

BCG Attorney Search

Job Overview Job OverviewA law firm seeks an Estate Planning Attorney in Winston-Salem, NC. This role involves working directly with clients to deliver comprehensive estate plans that protect families and create lasting legacies. The ideal candidate will thrive in a fast-paced environment and be committed to high standards of legal excellence. Duties Consult with prospective clients and guide them through the estate planning process. Provide expert legal counsel and deliver superior estate planning and asset protection work products. Research, design, and execute complex estate plans, including wills, trusts, and powers of attorney. Educate clients on retirement strategies, charitable giving, and insurance options. Guide clients through the probate process with clear, actionable advice. Represent clients in uncontested guardianship and probate hearings. Maintain detailed, organized client records for seamless service and compliance. Attend court proceedings as needed. Requirements Active North Carolina Bar license in good standing. J.D. from an accredited law school. 5+ years of experience in estate planning, probate, and trust administration. Proven ability to lead and manage in a fast-paced, service-oriented environment. Exceptional communication skills, especially in high-stakes situations. Education J.D. degree from an accredited law school. Certifications Active North Carolina Bar license. Skills Strong working knowledge of complex trust planning, probate, and trust administration. Experience Experience with WealthDocx Estate Planning or ElderDocx Elder Law software preferred. Active involvement with the American Bar Association (ABA) preferred. Benefits Genuine work-life balance. Open and honest feedback culture. Leadership team invested in personal, professional, and financial success. #J-18808-Ljbffr

Vacancy posted more than 2 months ago

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