Estate Planning Attorney

Full-time 4 views

Recruiter

Cary, NC, United States

Estate Planning Attorney

Attorney

BCG Attorney Search
Company Review

2-8 yrs required

Full-time

No

Job Title: Estate Planning Attorney

Job Overview: A reputable law firm located in Cary, NC, seeks a highly skilled and experienced Estate Planning Attorney to join its team. This role focuses primarily on client interactions, consultations, and estate plan design, with minimal drafting responsibilities. The firm is committed to delivering client-focused estate planning services and fostering a collaborative, growth-oriented environment.

Duties:

  • Serve as the primary contact for clients, guiding them through estate planning strategies and ensuring exceptional service that inspires positive client feedback.
  • Advise clients on various estate planning options, explaining the pros and cons of each strategy, and making thoughtful, fiduciary recommendations in an accessible and personable manner.
  • Mentor less experienced team members and contribute to their professional growth.
  • Participate in team efforts beyond primary responsibilities, supporting a positive and productive office culture.
  • Engage in activities to expand the firm's presence in the local and state community.
  • Maintain professionalism and contribute to the firm’s cohesive and supportive environment.

Requirements:

  • Active license to practice law in North Carolina.
  • Strong communication and interpersonal skills.
  • Minimum of 3 years of progressive experience in estate planning and probate at a firm specializing in these areas.
  • Demonstrated high emotional intelligence.
  • Business acumen and technological proficiency, or the ability to quickly adapt to new systems.
  • Proven ability to conduct one-on-one client consultation meetings independently.

Education:

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

Certifications:

  • Must be licensed and in good standing with the North Carolina State Bar.

Skills:

  • Exceptional verbal and written communication.
  • Effective client engagement and educational capabilities.
  • Strong mentoring and leadership qualities.
  • Collaborative and team-oriented mindset.
  • Ability to navigate and leverage legal technology.
  • High adaptability and problem-solving aptitude.

Job Location:

  • Cary, NC

Benefits:

  • Comprehensive benefits package.
  • Performance-based bonuses.
  • Opportunities for professional growth within a supportive work environment.
  • Collaborative and dynamic team culture.
  • Professional development and continuing education support.

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Dec 11, 2024

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