Overview

This isn't a seat-warmer role. We're looking for an estate planning attorney who brings exceptional legal skill, genuine client empathy, and the drive to do their best work - every single day.At Carolina Estate Planning, we've built a firm where talented attorneys can focus on what they do best: delivering rigorous, thoughtful estate plans that protect families and create lasting legacies. You'll work directly with firm owners, handle sophisticated client matters, and play a meaningful role in a firm that's growing fast and doing it right.If you hold yourself to a high standard, thrive in a fast-paced environment, and believe that great legal work can genuinely change people's lives, we built this role for you.Compensation- Base salary: $110,000 - $140,000, commensurate with experience. Incentive compensation: Performance-based bonus structure.Compensation:$110,000 - $140,000 DOE + Performance-based BonusResponsibilities:Maintain client files to ensure they are properly organized and up to date Discuss plans with clients for distributing clients' assets Advise clients regarding retirement plans, charitable giving, and insurance options Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Attend court proceedings as needed to represent clients What You'll DoYou'll own the client relationships from first consultation through final delivery, guiding families through some of the most important legal decisions of their lives. Day-to-day, that means:Consulting with prospective clients and leading them through our proprietary estate planning processProviding expert legal counsel and delivering superior estate planning and asset protection work productsResearching, designing, and executing complex, customized estate plans - wills, trusts, powers of attorney, and moreEducating clients on retirement strategies, charitable giving, and insurance optionsGuiding clients through the probate process with clear, actionable advice that cuts through complexityRepresenting clients in uncontested guardianship and probate hearingsMaintaining detailed, organized client records that ensure seamless service and full complianceAttending court proceedings as neededQualifications:Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation 4-year degree with a legal background and J.D. degree are necessary for this position Active member of the ABA (American Bar Association) What You BringRequired:Active North Carolina Bar license in good standingJ.D. from an accredited law school5+ years of estate planning, probate, and trust administration experienceProven ability to lead and manage in a fast-paced, service-oriented environmentExceptional communication skills - especially in high-stakes, emotionally sensitive situationsStrong working knowledge of complex trust planning, probate, and trust administrationPreferred:LL.M. in Taxation or Estate Planning & Probate Board Certified Specialist designationExperience with WealthDocx Estate Planning or ElderDocx Elder Law softwareActive involvement with the American Bar Association (ABA)Who Thrives HereOur core values aren't aspirational - they're operational. The right candidate will recognize themselves in all of them:Integrity - You hold yourself to the highest ethical standards, always.Impact & Influence - You want your work to matter beyond the billable hour.Initiative - You anticipate problems and solve them before they escalate.Everyone Gets Helped - You believe great legal work ripples outward, and you show up fully for every person you encounter.100% Accountability - You own your outcomes, no excuses.Growth Mindset - You're committed to continuous improvement, and you push those around you to grow, too.Rigor - You know that in estate planning, the difference between good and exceptional lives in the details.About CompanyAt Carolina Estate P