Legal Assistant - Estate & Trust

Are you an experienced Legal Assistant with at least two (2) years of law firm experience who takes pride in staying organized, supporting a team, and delivering exceptional client service? Do you enjoy being the steady, detail-oriented professional who keeps cases moving smoothly behind the scenes?

Carolina Family Estate Planning is seeking a Legal Assistant - Estate and Trust to play a key role in supporting our estate planning, probate, and trust administration team. In this position, you will help ensure efficient operations and a seamless experience for our clients throughout their planning and administration journey. If you are proactive, dependable, and committed to excellence, we would love to meet you.

Carolina Family Estate Planning is a distinguished woman-owned law firm located in Cary, NC. Our mission is to empower our community through comprehensive estate planning and estate administration services delivered with care and precision.

Our core values - integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional growth - guide everything we do. Thanks to the dedication of our team, we have consistently ranked among the fastest-growing law firms in the country. We are proud of our collaborative culture and the meaningful impact we make for families every day.

As a Legal Assistant - Estate and Trust, you will begin your day by reviewing your calendar, case management system, and email to prioritize tasks and ensure deadlines are met.

Your responsibilities will include:

• Scheduling meetings and managing calendars
• Triaging incoming communications
• Maintaining accurate and organized client records
• Drafting and proofreading estate planning and administration documents
• Monitoring deadlines and case progress
• Collaborating closely with attorneys and team members
• Participating in weekly team meetings to review cases and improve processes

In this role, you serve as an essential operational hub for the estate and trust team. Your work allows attorneys to focus on high-level legal counseling while ensuring our clients receive accurate, timely, and professional service.

Schedule: Full-time, Monday through Friday, 8:30 AM - 5:00 PM. Alternative schedules may be considered.

Location:100% in-office at our Cary, NC location.

At Carolina Family Estate Planning, we are committed to placing the right people in the right roles.

As part of our hiring process, candidates will complete a brief Predictive Index assessment. After submitting your application, you will receive an email with a link to the assessment. Completion is required to move forward in the selection process.

If you do not receive the email within 24 hours, please check your spam or promotions folder. If it is still missing, contact us at HR@carolinafep.com.

If you are ready to join a collaborative, high-performing team where your contributions truly matter, we invite you to apply. Our initial application process takes just a few minutes and is mobile-friendly.

We look forward to learning more about you.