Legal Assistant - Estate and Trust

Are you a Legal Assistant or Paralegal with at least one year of client-facing experience in a law firm, eager to make a significant impact? Have you been searching for a role where you can contribute meaningfully to an established trusts and estates team, while also having the flexibility and opportunities for professional growth that a small firm environment offers?

Carolina Family Estate Planning is looking for a Legal Assistant - Estate and Trust to help our clients navigate the complex journeys of estate planning, document drafting, probate, and trust administration with compassion and professionalism. If you're a legal professional passionate about leveraging your skills to provide peace of mind and achieve rewarding outcomes for clients, we invite you to explore a career with us.

Compensation and Benefits Overview

We offer a competitive compensation package commensurate with your legal support, estate planning, drafting, and estate administration expertise and experience, as well as opportunities for metric-driven bonuses. Our comprehensive benefits include medical, dental, vision, and life insurance coverage, as well as matching contributions to your tax-deferred retirement savings. We believe in the importance of estate planning and provide comprehensive planning as a benefit for our employees. We also believe in work-life balance, with flexible paid time off accrued from Day One and 12 paid holidays annually.

Company Overview

Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through 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 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.

A Day in the Life

A typical day for a Legal Assistant - Estate and Trust at our firm begins with a strategic review of your key information sources: calendar, task list in the firm's case management software, and your email inbox. You'll use these resources to create and implement action plans to move client matters forward, collaborate with attorneys and other team members for necessary information, and keep all parties involved in an estate's planning or administration up to date. Throughout the week, you'll discuss client matters, as well as opportunities to improve operational efficiencies, with your fellow team members.

Your mission in this role is to work closely with clients, beneficiaries, other stakeholders, and other team members to meticulously support the progression of matters toward completion. This includes precise data entry, drafting and proofreading essential legal documents, managing physical and digital files, and diligently tracking the status of each estate planning and estate/trust administration matter, all while providing crucial support and peace of mind to our clients. We work as a unified team of professionals, all committed to supporting our clients' goals and each other.

Schedule and Location Schedule

Full-time. Our office hours are 8:30 AM to 5:00 PM, Monday through Friday. Alternative schedules will be considered.

Location

In-office at our Cary, NC, location.

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 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.

At Carolina Family Estate Planning, we are committed to placing the right people in the right roles. As part of our hiring process, candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process. If you do not receive the email within 24 hours of applying, please check your spam or promotions folder. If it is still missing, feel free to contact us at HR@carolinafep.com.

How to Apply

Ready to embark on a rewarding career with us? Applying is simple and mobile-friendly. Kickstart your journey by completing our quick, 3-minute initial application process. Don't miss this opportunity to contribute to a team where your work truly makes a difference

Salary

• $20 - $24/hour