Job Description

Position : Estate Planning Attorney

Location : Charlotte, NC

Job Type : Full Time

Summary :

• Seeking an ambitious Estate Planning Attorney ready to roll up their sleeves and scale with client. You will play a critical role in protecting families with customized estate planning solutions as well as guiding families in the efficient administration of their loved ones' estates.

Responsibilities

• Crafting tailored estate plans, including wills, trusts, and powers of attorney.
• Consulting with clients in "Plain English", skillfully understanding their needs and helping them choose the level of protection that is right for their family.
• Collaborating with paralegals and support staff to ensure A+ service is delivered to every client.
• Designing and drafting meticulously detailed estate plans to address every aspect of a client's wishes and financial needs.
• Overseeing and directing paralegals to run high volumes of estate administration files.
• Roll up your sleeves to provide outstanding customer service - because in our firm, every client is a VIP.
• Participating in networking events and occasionally leading seminars or webinars.

Qualifications and Experience:

• 3-5 years of experience in Estate Planning, Wills, Trusts, and Estate Administration.
• Licensure in North and South Carolina.
• Excellent at connecting with people and getting them excited about what we do, ensuring clients feel confident and eager to work with us.
• The ability to learn and use different software tools relevant to the estate planning field. These could include legal document generation software, research tools, or client management systems.

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