Estate Planning Associate Attorney

Job Overview

A forward-thinking estate planning and probate law firm based in Cary, North Carolina is seeking an Estate Planning Associate Attorney to join its growing legal team. This hybrid role offers the opportunity to help clients create personalized estate plans and guide families through probate and trust administration. The ideal candidate will be compassionate, client-focused, and driven to deliver legal services with clarity, empathy, and professionalism.

Location

• Cary, NC

Duties

• Provide legal counsel to clients on estate planning, probate, and trust administration

• Meet with clients to develop personalized estate plans and explain legal tools in clear, simple language

• Draft, review, and finalize estate planning documents and ensure funding coordination

• Supervise the execution and implementation of estate plans

• Assist clients and families with probate and trust administration matters

• Collaborate with paralegals and legal assistants to ensure high-quality and timely client service

• Conduct client education workshops and contribute to community engagement initiatives

• Maintain strong relationships with clients and uphold a high standard of legal ethics and client care

• Participate in team meetings to share feedback and improve firm processes

Requirements

• Legal experience in estate planning, probate, or trust administration

• Strong interpersonal skills and a client-first attitude

• Excellent time management and organizational skills

• Ability to work collaboratively in a team-based environment

• Commitment to ongoing learning and professional development

Education

• Juris Doctor (JD) from an accredited law school

Certifications

• Active license to practice law in North Carolina

• Good standing with the North Carolina State Bar

Skills

• Clear and compassionate communicator

• Strong legal writing and document drafting capabilities

• Detail-oriented with excellent follow-through

• Ability to explain complex legal concepts in an understandable way

• Technologically proficient and open to innovative legal service delivery methods

Benefits

• Performance-based incentive compensation tied to key performance indicators (KPIs)

• Comprehensive health, dental, and vision insurance

• Life and disability insurance

• 401(k) with employer match

• Paid time off and 12 paid holidays

• Wellness stipend ($75/month for gym, massage, chiropractic, etc.)

• Assistance with CLE and bar dues

• Firm-funded estate plan for employees

• Supportive and growth-focused team environment