Are you an experienced legal professional who is passionate about helping clients and building relationships? Are you proud of the outstanding customer experience you help provide?

Do you have impeccable attention to detail, excellent communication skills, and are you solution-oriented?

Are you looking for a position with an incredible team with growth opportunities and a work/life balance?

We are looking for an Estate and Trust Administration Legal Assistant with your experience and dedication to join our team. At our law firm, you will have the opportunity to work with a talented team to support our clients during one of the most difficult parts of life - the loss of a loved one. We are a team that values innovation and proactivity, and we are committed to finding new and better ways to provide legal services to our clients. Our ideal candidate is proactive, driven, and team-oriented, has prior estate administration knowledge or experience, and enjoys meeting with and communicating with clients. We pride ourselves on our firm culture, and it is important to us that this be a good fit for us, as well as a good fit for you.

As a part of our team, you will be working directly with our clients, drafting documents necessary to administer an estate, following up in a timely and professional manner, and managing deadlines and due dates. You will support other team members so that together, we can focus on helping clients navigate the probate process and bring them peace of mind. You will be part of a hard-working and driven team of professionals who all share a common goal of providing the highest care and quality work to our clients.

Carolina Family Estate Planning offers a flexible work environment and competitive compensation and benefits package. Our firm structure is innovative, entrepreneurial, and well-organized. We have a collaborative and robust team that all strives to provide excellent, unsurpassed services for our clients.

Join us in our mission to make a difference in the lives of our clients and their families. Apply now to become a member of our dynamic team of legal professionals.

Responsibilities

• You will work directly with clients to gather accurate information needed for the estate administration process.
• You will draft correspondence and other documents efficiently and accurately according to the firm's standards.
• You will review open matters weekly to ensure they are on track and on time.
• You will triage incoming documents and emails and ensure all received documents are acknowledge and documented properly.
• You will maintain accurate timekeeping records.
• You will manage physical and digital files to ensure they are accurate and up to date, according to the firm's established procedures.
• You will scan, organize, save, and catalog received documents and information.
• You will meet weekly with the Team Lead to review open cases, questions, and learning opportunities.
• You will work well independently, and also collaboratively, with other team members to provide the highest level of service to our clients.
• You will meet with clients in person to conduct signing meetings, as needed.

Qualifications

Skills/Characteristics. Are you a good fit?

• You are well-organized, a fast learner, and share our growth mindset.
• You always do the right thing.
• You are passionate about helping others.
• You are detail-oriented and organized.
• You are a self-starter with the ability to work independently and collaboratively.
• You enjoy meeting and working with clients in person and remotely.
• You thrive on the success of the team and the firm.
• You follow through on your action items and promises to your clients and to the team.
• You ask questions when you need information and are comfortable asking for help.

Education and Experience:

• You have 1 or more years of client-facing experience in a law firm.
• You have a fundamental understanding of the probate process.
• You have strong communication skills.
• You are proficient with different software and virtual technology, such as Zoom, Google Workspace, Microsoft applications, Actionstep, and others.
• You work in a positive manner with a variety of personnel within a team environment.
• You are an NC Notary Public or willing to become a Notary Public.
• Experience using ActionStep, Clio, Smokeball, or other similar client management software is a plus.

About Carolina Family Estate Planning

Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.

We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and/or a credit check, depending on the specific position.

How to Apply

• Upload your resume
• You will receive an email with additional information and actions that need to be completed in order to move forward in our hiring process.