Estate Planning Attorney Job in Charlotte, NC Near Me - 365501 | BCGSearch.com

Estate Planning Attorney

Type Full-Time

Location North Carolina - Charlotte

Job ID YOU6365501

Experience Level Midlevel Associate

Job Experience Min. 5 - Max. 7 Years

Ranking 1 : Mostly Consumer $

Estimated Salary Consumer Facing Salary (Tends to be on Lower End to Lowest in Market (Varies by Firm))

Practice Areas Estate & Tax PlanningTrusts and Estates - General

2025-03-09 20:36:20

Job Overview:
A law firm is seeking a detail-oriented Estate Planning Attorney to manage estates, trusts, wills, and elder law cases in the metro Charlotte area. The ideal candidate will be able to collaborate with a team of seasoned elder law attorneys, provide creative legal solutions, and prioritize client service. This role offers an opportunity to work in a fast-growing practice with the chance to make a significant impact in the field of estate and elder law.

Location:

  • Charlotte, NC

Duties:

  • Meet with potential clients to discuss legal services and advise on appropriate actions
  • Draft legal documents, conduct legal research, and organize client meetings
  • Provide personalized legal solutions tailored to clients' needs
  • Maintain regular communication with clients and collaborate with the Client Experience team
  • Accurately track and report time spent on cases
  • Collaborate with other attorneys to enhance the firm's practices
  • Travel to various office locations as needed

Requirements:

  • At least 5-7 years of experience specializing in estate law
  • Active North Carolina law license (dual licensure in South Carolina preferred)
  • CELA certification is a plus
  • Strong teamwork skills and the ability to collaborate with colleagues and clients
  • Attention to detail with a commitment to delivering high-quality work
  • Effective communication and sensitivity when dealing with clients
  • Experience in estate planning, trust/estate administration, Medicaid planning, and long-term care benefits
  • Litigation experience in guardianship and estate litigation is desirable
  • Ability to efficiently track and bill time
  • Strong work ethic and initiative to handle tasks independently
  • Strong negotiation and communication skills

Education:

  • Juris Doctor (J.D.) from an accredited law school

Certifications:

  • Active law license in North Carolina (Required)
  • Dual licensure in South Carolina (Preferred)
  • CELA certification (Preferred)

Skills:

  • Expertise in estate law, including estate planning and trust/estate administration
  • Ability to craft creative legal strategies tailored to client needs
  • Strong written and verbal communication skills
  • Negotiation skills for resolving estate and guardianship disputes
  • Attention to detail and time management skills
  • Ability to work both independently and as part of a team

Benefits:

  • 401(k) with matching contributions
  • Dental, health, life, vision, and long-term disability insurance
  • Paid time off
  • Retirement plan
  • Bonus opportunities

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

Similar Jobs Near Me

View All Listings

Associate Attorney needed for Charlotte office

 North Carolina - Charlotte

Job Title: Associate AttorneyJob Overview:A Charlotte, NC-based law firm is expanding its legal team and seeks a driven Associate Attorney licensed in North Carolina, with a preference for dual NC/SC licensure. This role presents a valuable opportunity to contribute to a thriving legal practice in a dynamic setting that supports professional indepe....

View Job Post

Estate Planning Attorney

 North Carolina - Charlotte

Job Overview: A client-focused, expanding law firm in the Charlotte area is seeking an experienced Estate Planning Attorney to help grow and lead its estate planning division. This role offers the opportunity to manage a full range of estate planning matters while working in a collaborative environment dedicated to high-quality client service. The ....

View Job Post

Trusts & Estates Associate

 North Carolina - Charlotte

Job Overview: A distinguished law firm is seeking a Trusts & Estates Associate Attorney with 3–8 years of relevant experience to join its well-established and respected Trusts & Estates Practice Group. This role offers the opportunity to work on complex estate planning, administration, and tax matters for high-net-worth individuals, f....

View Job Post