Legal Assistant - Estate & Trust

Job Description

Job Description

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.What Makes This Role SpecialImpactful 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.Key ResponsibilitiesAs 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.Who You AreWe'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.QualificationsAt 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.About Carolina Family Estate PlanningCarolina Family Estate Planning is a distinguished woman-owned law firm located in Cary, NC. Our mission is to empower our community through comprehensive estate planning and estate administration services delivered with care and precision. Our core values - integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional growth - guide everything we do. Thanks to the dedication of our team, we have consistently ranked among the fastest-growing law firms in the country. We are proud of our collaborative culture and the meaningful impact we make for families every day. A Day in the LifeAs a Legal Assistant - Estate and Trust, you will begin your day by reviewing your calendar, case management system, and email to prioritize tasks and ensure deadlines are met. Your responsibilities will include:Scheduling meetings and managing calendarsTriaging incoming communicationsMaintaining accurate and organized client recordsDrafting and proofreading estate planning and administration documentsMonitoring deadlines and case progressCollaborating closely with attorneys and team membersParticipating in weekly team meetings to review cases and improve processes In this role, you serve as an essential operational hub for the estate and trust team. Your work allows attorneys to focus on high-level legal counseling while ensuring our clients receive accurate, timely, and professional service. Schedule and LocationSchedule: Full-time, Monday through Friday, 8:30 AM - 5:00 PM. Alternative schedules may be considered.Location:100% in-office at our Cary, NC, location. Our Hiring ProcessAt Carolina Family Estate Planning, we are committed to placing the right people in the right roles.As part of our hiring process, candidates will complete a brief Predictive Index assessment. After submitting your application, you will receive an email with a link to the assessment. Completion is required to move forward in the selection process. If you do not receive the email within 24 hours, please check your spam or promotions folder. If it is still missing, contact us at View email address on us.fitly.work. How to ApplyIf you are ready to join a collaborative, high-performing team where your contributions truly matter, we invite you to apply. Our initial application process takes just a few minutes and is mobile-friendly.We look forward to learning more about you.

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