Estate Planning Lawyer

3 weeks ago


Cary, North Carolina, United States Cary Estate Planning Full time
Job Description

We are seeking an experienced North Carolina-licensed Estate Planning Lawyer to join our team in Chapel Hill. As a client-facing, consultation and plan design-centered role, you will be responsible for managing client matters with autonomy and minimal oversight. You will work within an existing, proven team-based practice model and be capable of diagnosing poorly drafted or implemented estate plans without issue.

The ideal candidate will have significant experience working in law firms that practice estate planning and probate as the primary or only practice area(s). You will be a stellar ambassador for the firm in all client interactions and have the ability to describe completely the intention and purpose of different estate planning strategies, including special needs planning and Medicaid planning strategies.

We are a team-oriented firm with a focus on providing client-centered, relationship-driven estate planning services to individuals, families, and business owners in the Wake County area and throughout the state of North Carolina. We are growth-minded and focused on expanding throughout the state in the near future.

Responsibilities
  • Being a direct point of contact for clients on the creation and implementation of their respective estate planning strategy
  • Advising clients about their estate planning options, the pros, and cons of each strategy, and providing a fiduciary recommendation from a "down-to-earth" perspective
  • Being a mentor to lesser-experienced team members and an advocate for team member growth and education
  • Contributing to the success of the team even if it means going outside of your job description
  • Keeping unneeded drama out of the office and contributing to our solid team culture
  • Helping to grow the firm's presence throughout the Triangle and the State of North Carolina
Qualifications
  • Licensed to practice law in the State of North Carolina
  • Able to work in-person at our office in Chapel Hill, NC on a hybrid work schedule
  • Great conversation and communication skills
  • At least 5 years of progressive experience working with estate planning and probate matters at a law firm that focuses on estate planning and probate
  • High emotional intelligence
  • Business and tech-savvy or a quick learner

We offer a competitive salary and compensation package with incentives for production and performance. If you are a motivated, client-facing, team-oriented Estate Planning Lawyer looking for a new challenge, please submit your application.



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