Legal Assistant - Estate & Trust

About the role

At Carolina Family Estate Planning, we're seeking a dedicated Estate and Trust Administration Legal Assistant to support our clients through one of life's most challenging times—the loss of a loved one. Our firm is committed to innovation and providing outstanding legal services that ease the complexities of estate and trust administration.

Responsibilities

• Work directly with clients to gather accurate information for estate administration.
• Draft correspondence and legal documents efficiently and with precision.
• Manage case timelines, ensuring tasks are on track and deadlines are met.
• Organize and maintain physical and digital files according to established procedures.
• Review incoming documents and emails, ensuring they are acknowledged and properly documented.
• Conduct client meetings, including signing appointments, with professionalism and care.
• Collaborate with team members to deliver the highest level of client service.
• Regularly meet with your Team Lead to discuss cases, address questions, and pursue learning opportunities.

Requirements

• At least 1 year of client-facing experience in a law firm setting.
• A solid understanding of the probate process.
• Excellent communication skills, both written and verbal.
• Proficiency with technology, including Zoom, Google Workspace, Microsoft Office, and legal practice management software (e.g., Actionstep, Clio, Smokeball).
• NC Notary Public certification or willingness to obtain certification.
• Familiarity with ActionStep or similar client management software is a plus.

Qualifications

• Detail-oriented, well-organized, and a fast learner with a growth mindset.
• A passion for helping others and taking pride in doing the right thing.
• Thrives in both independent and team-based work environments.
• Enjoys interacting with clients, both in person and virtually.
• Comfortable asking questions and seeking support when needed.

Benefits

Carolina Family Estate Planning is a distinguished woman-owned law firm located in Cary, NC. Our mission is to empower our community through comprehensive estate planning and estate administration services delivered with care and precision. Our core values—integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional growth—guide everything we do. Thanks to the dedication of our team, we have consistently ranked among the fastest-growing law firms in the country. We are proud of our collaborative culture and the meaningful impact we make for families every day.

Pay

$20.00 - $24.00 per hour

Schedule

Full-time, Monday through Friday, 8:30 AM - 5:00 PM. Alternative schedules may be considered.

Location

100% in-office at our Cary, NC, location.