Trust And Estate Planning Attorney

About the role

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.

Responsibilities

• Educate clients about options for retirement, donating to charity, and purchasing insurance
• Prepare wills, trusts, and power of attorney documents
• Discuss plans with clients for distributing clients’ assets
• Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
• Attend court proceedings as needed to represent clients

Qualifications

• Bachelor’s degree with a legal background and J.D. degree are required
• Great communication skills, particularly in stressful and emotional situations
• At least 1-2 years of working in a law firm on estate planning and probate law issues is necessary
• Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation
• Active member of the ABA (American Bar Association)

What You'll Do

• You'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 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
• Education 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

What You Bring

• 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

Paid Benefits

Compensation Base salary $110,000 – $140,000, commensurate with experience. Incentive compensation Performance-based bonus structure. Compensation $110,000 – $140,000 DOE + Performance-based Bonus

Company Culture

• Core values: Integrity, Impact & Influence, Initiative, Everyone Gets Helped, 100% Accountability, Growth Mindset, Rigor