# Trust And Estate Planning Attorney at Carolina Estate…

> Source: https://confidential.careers/job-detail/trust-and-estate-planning-attorney-carolina-estate-planning-winston-salem

# Trust And Estate Planning Attorney

Carolina Estate Planning 

** Winston Salem, North Carolina, United States ** Full Time ** Legal Jobs ** United States 

[Apply Now](https://confidential.careers/go/7100024) ** Save 

## Job Description

This isn't a seat-warmer role. We're looking for an estate planning attorney who brings exceptional legal skill, genuine client empathy, and the drive to do their best work - every single day.

At Carolina Estate Planning, we've built a firm where talented attorneys can focus on what they do best: delivering rigorous, thoughtful estate plans that protect families and create lasting legacies. You'll work directly with firm owners, handle sophisticated client matters, and play a meaningful role in a firm that's growing fast and doing it right.

If you hold yourself to a high standard, thrive in a fast-paced environment, and believe that great legal work can genuinely change people's lives, we built this role for you.

Compensation: **Base salary: $110,000 - $140,000, commensurate with experience. Incentive compensation: Performance-based bonus structure.**

**Compensation:** $110,000 - $140,000 DOE + Performance-based Bonus

**Responsibilities:** 
- Educate clients about options for retirement, donating to charity, and purchasing insurance 
- Prepare wills, trusts, and power of attorney documents 
- Discuss plans with clients for distributing clients' assets 
- Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action 
- Attend court proceedings as needed to represent clients 

**What You'll Do**

You'll own the client relationships from first consultation through final delivery, guiding families through some of the most important legal decisions of their lives. Day-to-day, that means:

- Consulting with prospective clients and leading them through our proprietary estate planning process
- Providing expert legal counsel and delivering superior estate planning and asset protection work products
- Researching, designing, and executing complex, customized estate plans - wills, trusts, powers of attorney, and more
- Educating clients on retirement strategies, charitable giving, and insurance options
- Guiding clients through the probate process with clear, actionable advice that cuts through complexity
- Representing clients in uncontested guardianship and probate hearings
- Maintaining detailed, organized client records that ensure seamless service and full compliance
- Attending court proceedings as needed

**Qualifications:** 
- Bachelor's degree with a legal background and J.D. degree are required 
- Great communication skills, particularly in stressful and emotional situations 
- At least 1-2 years of working in a law firm on on estate planning and probate law issues is necessary 
- Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation 
- Active member of the ABA (American Bar Association) 

**What You Bring**

**Required:**

- Active North Carolina Bar license in good standing
- J.D. from an accredited law school
- 5+ years of estate planning, probate, and trust administration experience
- Proven ability to lead and manage in a fast-paced, service-oriented environment
- Exceptional communication skills - especially in high-stakes, emotionally sensitive situations
- Strong working knowledge of complex trust planning, probate, and trust administration

**Preferred:**

- LL.M. in Taxation or Estate Planning & Probate Board Certified Specialist designation
- Experience with WealthDocx Estate Planning or ElderDocx Elder Law software
- Active involvement with the American Bar Association (ABA)

**Who Thrives Here**

Our core values aren't aspirational - they're operational. The right candidate will recognize themselves in all of them:

- Integrity - You hold yourself to the highest ethical standards, always.
- Impact & Influence - You want your work to matter beyond the billable hour.
- Initiative - You anticipate problems and solve them before they escalate.
- Everyone Gets Helped - You believe great legal work ripples outward, and you show up fully for every person you encounter.
- 100% Accountability - You own your outcomes, no excuses.
- Growth Mindset - You're committed to continuous improvement, and you push those around you to grow, too.
- Rigor - You know that in estate planning, the difference between good and exceptional lives in the details.

**About Company**
At Carolina Estate Planning, we don't just practice law - we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success.

Our core values:

- Integrity - We hold ourselves to the highest ethical standards, always.
- Everyone Gets Helped - Great legal work ripples outward. We show up fully for every person we encounter - client or not - because we're in the business of making people's lives better.
- 100% Accountability - We own our actions and our outcomes, no excuses. That standard applies at every level of the firm.
- Growth Mindset - We're committed to continuous learning and helping every team member reach their full potential.
- Rigor - The difference between good and exceptional lives in the details. We hold ourselves to a standard that sets us apart.

**Compensation details:** 00 Yearly Salary

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