Estate Attorney
Wizehire · Winston-Salem, NC · 2 wk ago
Legal$110k–$140k/yrFull-time
Responsibilities
- Consulting with prospective clients and leading them through our proprietary estate planning process
- Providing expert legal counsel and delivering superior estate planning and asset protection work products
- Researching, designing, and executing complex, customized estate plans — wills, trusts, powers of attorney, and more
- Educating clients on retirement strategies, charitable giving, and insurance options
- Guiding clients through the probate process with clear, actionable advice that cuts through complexity
- Maintaining detailed, organized client records that ensure seamless service and full compliance
- Attending court proceedings as needed
- Active North Carolina Bar license in good standing
- J.D. from an accredited law school
- 5+ years of estate planning, probate, and trust administration experience
- Proven ability to lead and manage in a fast-paced, service-oriented environment
- Exceptional communication skills — especially in high-stakes, emotionally sensitive situations
- Strong working knowledge of complex trust planning, probate, and trust administration
- LL.M. in Taxation or Estate Planning & Probate Board Certified Specialist designation (preferred)
- Experience with WealthDocx Estate Planning or ElderDocx Elder Law software (preferred)
- Active involvement with the American Bar Association (ABA) (preferred)
- Integrity — We hold ourselves to the highest ethical standards, always.
- Everyone Gets Helped — Great legal work ripples outward. We show up fully for every person we encounter — client or not — because we're in the business of making people's lives better.
- 100% Accountability — We own our actions and our outcomes, no excuses. That standard applies at every level of the firm.
- Growth Mindset — We're committed to continuous learning and helping every team member reach their full potential.
- Rigor — The difference between good and exceptional lives in the details. We hold ourselves to a standard that sets us apart.
Qualifications
About Carolina Estate Planning
At Carolina Estate Planning, we don't just practice law — we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success.
Our core values:
Pay
$110,000 - $140,000/year