Job Description

Are you a North Carolina licensed estate planning attorney based in Cary, NC, who thrives on conducting client meetings and consultations rather than focusing on drafting estate plans? Do you possess excellent communication skills and enjoy educating clients on their estate planning options? We are a rapidly expanding estate planning firm with offices in Cary, Raleigh, Chapel Hill, and Wake Forest, seeking a motivated Estate Planning Lawyer to join our Cary office. The ideal candidate must be a North Carolina-licensed Estate Planning Lawyer with a minimum of five years of experience in estate planning and probate. This role emphasizes client-facing consultations and plan design, with minimal estate plan drafting responsibilities. Key attributes for success in this role include emotional intelligence, active listening, and a strong commitment to putting clients first. Our firm offers a competitive salary and compensation package, with incentives for performance and production. We are dedicated to providing client-centered estate planning services to individuals, families, and business owners in the Wake County area and beyond. As a growth-oriented company, we value adaptability and are focused on expanding our presence throughout North Carolina. The ideal candidate will enjoy working directly with clients to develop comprehensive estate planning strategies, overseeing the completion of legal plans, and collaborating within a team environment. We seek individuals who embrace legal technology and innovation, challenge traditional approaches to estate planning, and prioritize client satisfaction. Open communication, feedback, and a commitment to excellence are fundamental values of our firm. Applicants should have experience in estate planning and probate law, including drafting and reviewing estate plans, conducting client consultations, and participating in signing meetings. The ability to explain various estate planning strategies, diagnose issues in existing plans, and provide solutions is essential. We are looking for a driven individual who is eager to exceed expectations and play a meaningful role in our firm's development. In return, we offer a competitive salary, performance-based bonuses, a generous benefits package, and a dynamic work environment. If you are a forward-thinking attorney seeking a long-term opportunity for professional growth, we would love to hear from you soon! Responsibilities: • Being a direct point of contact for clients on the creation and implementation of their respective estate planning strategy in a way that will make the client want to leave a 5-star Google Review with your name in it • 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 that clients will understand and appreciate • 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 (PLEASE ONLY APPLY IF YOU ARE LICENSED IN 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 3 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 • Experience and comfort with one-on-one consultation meetings with clients on your own About Company: Our mission is to provide comprehensive planning and probate services in every major metro area of North Carolina and assist 50,000 North Carolina families. Our vision is to be the leading authority in integrated, practical, fiduciary planning and probate services for North Carolina families. We are committed to providing exceptional estate planning services with a focus on our Core Values: Client-First, Teamwork, Integrity, and Authenticity.

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