Legal Assistant - Estate & Trust

Are you a skilled legal professional who takes pride in delivering exceptional client experiences and fostering meaningful relationships? Do you have an eye for detail, strong communication skills, and a proactive, solution-oriented approach? If so, we invite you to join our team!

At Carolina Family Estate Planning, we're seeking a dedicated Estate and Trust Administration Legal Assistant to support our clients through one of life's most challenging times-the loss of a loved one. Our firm is committed to innovation and providing outstanding legal services that ease the complexities of estate and trust administration.

• Impactful Work: Help clients navigate the probate process with compassion and professionalism.
• Supportive Team: Collaborate with a talented, driven, and innovative team that values work/life balance.
• Growth Opportunities: We're invested in your personal and professional development.

Our ideal candidate is a motivated, team-oriented professional with prior experience in estate administration. You enjoy working directly with clients, managing details, and contributing to a positive, collaborative work environment.

As an Estate and Trust Administration Legal Assistant, you'll:

• →Work directly with clients to gather accurate information for estate administration.
• →Draft correspondence and legal documents efficiently and with precision.
• →Manage case timelines, ensuring tasks are on track and deadlines are met.
• →Organize and maintain physical and digital files according to established procedures.
• →Review incoming documents and emails, ensuring they are acknowledged and properly documented.
• →Conduct client meetings, including signing appointments, with professionalism and care.
• →Collaborate with team members to deliver the highest level of client service.
• →Regularly meet with your Team Lead to discuss cases, address questions, and pursue learning opportunities.

We're looking for someone who:

• Is detail-oriented, well-organized, and a fast learner with a growth mindset.
• Has a passion for helping others and takes pride in doing the right thing.
• Thrives in both independent and team-based work environments.
• Enjoys interacting with clients, both in person and virtually.
• Follows through on commitments and contributes to team success.
• Is comfortable asking questions and seeking support when needed.

• At least 1 year of client-facing experience in a law firm setting.
• A solid understanding of the probate process.
• Excellent communication skills, both written and verbal.
• Proficiency with technology, including Zoom, Google Workspace, Microsoft Office, and legal practice management software (e.g., Actionstep, Clio, Smokeball).
• NC Notary Public certification or willingness to obtain certification.
• Familiarity with ActionStep or similar client management software is a plus.

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.