Legal Assistant & Benefits Coordinator

Carolina Family Estate Planning is a Cary NC-based Estate Planning, Estate Administration, and Elder Law Firm. We are growing at a substantial rate and are looking for new team members who will allow us to continue to provide the highest level of legal counseling services possible.

About the Role

Are you detail-oriented, client-focused, and passionate about making a difference in people's lives? Join our legal team as a Legal Assistant and Benefits Coordinator - a vital support role where compassion meets precision. You'll serve as a bridge between our clients and their legal needs, managing estate planning documentation, Medicaid benefit applications, and helping ensure families are cared for with clarity and confidence.

This full-time, onsite position is perfect for someone who thrives in a structured legal environment, enjoys working directly with clients, and excels at keeping multiple moving parts in sync.

What You'll Do

• Guide clients through the Medicaid application and estate planning documentation process
• Prepare, organize, and track client documentation from start to finish
• Schedule, confirm, and support client meetings - including witnessing or notarizing signings
• Draft correspondence and assemble documents using legal platforms
• Collaborate closely with attorneys to ensure compliance and accuracy
• Maintain accurate case records and client data in our systems
• Handle time tracking, email triage, and case progress reporting
• Uphold confidentiality and professional standards in all aspects of your work

What You Bring

• Experience in DSS, Medicaid, or public benefits preferred
• Legal support or estate planning background is highly valued
• Notary Public certification (or willingness to obtain)
• Strong organizational and communication skills
• Ability to multitask and adapt to changing priorities
• Familiarity with CRM or legal case management platforms a plus
• Comfort with numbers and financial documentation

Why You'll Love Working With Us

• Competitive total compensation: $55,000-$65,000/year, commensurate with experience
• Regular work hours: 8:30 AM - 5:00 PM, Monday-Friday
• Collaborative team culture with meaningful client impact
• Opportunities to grow within a mission-driven legal practice
• Occasional events and firm activities outside regular hours

Important to Know

As a non-attorney, this role strictly supports legal work under attorney supervision and must comply with all ethical rules of conduct. This is not a legal advisory position - rather, a client-focused role that provides essential support without offering legal advice.

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.

Salary

• $55,000 - $65,000/hour