Description:
Job Summary:We're seeking an Estate Planning Attorney to guide clients through decisions that protect their assets and carry out their wishes. You'll assess each client's needs, develop clear legal strategies, prepare and review estate planning documents, and explain options in accessible language. Your impact: Thoughtful planning and responsive counsel help clients and their families make informed decisions with greater clarity.
Responsibilities:
- Advise clients on estate planning, legal rights, and relevant procedural requirements; communicate recommendations clearly.
- Conduct legal and statutory research using LexisNexis, Westlaw, or comparable research tools, and prepare accurate legal writing and drafts.
- Draft and review contracts and estate planning documents; manage matters, records, deadlines, and client communications.
- At least 3 years experience drafting revocable living trusts, wills and power of attorney documents.
- Strong organizational skills
- Wealth Counsel drafting experience is a plus.
- Bilingual is a plus
- Great communication skills.
- Ability to appear in person for execution ceremonies once a week or bi weekly is a bonus. Otherwise, remote work.
Requirements:
- Juris Doctor degree and active license to practice law in North Carolina.
- Demonstrated estate planning, law office, legal administrative, legal case management, legal research, legal drafting, and client communication experience.
- Strong research, writing, negotiation, and legal advocacy skills, with knowledge of statutory and procedural law.
