Carolina Estate Planning

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 yearly 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 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 We help North Carolina families plan for the future, settle loved ones' estates, and resolve disputes. Four values guide how we work: Stewardship. Clients trust us with their families' futures and a lifetime of assets. We act with integrity, protect confidentiality, and leave things better than we found them. Accountability. Families rely on us to get every detail right. We follow through, communicate early, and take ownership of our work. Everyone Gets Helped. Many people come to us grieving or facing family conflict. We listen first, explain things plainly, and treat everyone with dignity. Build a Life Worth Protecting. We help clients plan around what matters most, and we want the same for our team. We value results over looking busy. If you want to be exceptionally good at what you do, we'd like to hear from you. Compensation details: 00 Yearly Salary PIafcb994fd6d1-6074

We're a growing estate planning, probate, and fiduciary litigation law firm in Chapel Hill, NC. We're looking for a Client Engagement Specialist: a salesperson who would rather understand people than talk at them. Our clients don't come to us to buy documents. They come because something in their life feels uncertain. A parent's health is declining, a loved one has died, or a family is in conflict, and they want a better future. Your job is to help them see what that future can look like and make a courageous decision to get there. This is not a hunting job. You won't be cold calling. Prospective clients come to us, our Intake team prepares them, and you meet with about four families a day. The people who thrive here are gatherers. They love building relationships, they stay in touch over weeks or months, and they measure success by how the client's life changes. Compensation: $150,000+ (on-target earnings based on performance) Responsibilities: Who you are Curious. You ask good questions, listen more than you talk, and want to understand a family's situation before you recommend anything. Tenacious. You follow up warmly and persistently, because you know "not yet" isn't "no." Resilient. A no-show, a "let me think about it," or a slow week doesn't knock you off course. You bring the same energy to the next call. Client-centered. You're comfortable not being the expert in the room, because our attorneys handle the legal advice. You'd rather the client be the hero of the story than you. Proven in sales. You've sold high-end services or products consultatively and have the results to show for it. You can discuss big price points and complex, emotional situations with maturity and sensitivity. Responsibilities Conduct about four 1-hour initial consultations a day (in-person or Zoom) with families who need estate planning or probate help Follow up with prospective clients who haven't decided yet, and stay in touch with former clients Manage the process from consultation through engagement and hand-off to the legal team, and keep accurate records in our CRM Qualifications: Qualifications 2+ years of consultative sales with a track record of results, ideally selling high-end professional services Inside sales experience nurturing warm or inbound leads CRM experience, including reporting Clear communication by phone, by video, and in writing Willingness to learn quickly about new topics like Wills, Trusts, and Probate. No legal experience is required, because the salesperson never gives legal advice. Real-life experience and a few "battle scars" that give you empathy are a plus. Many of the families we serve are facing dementia, other progressive illnesses, grief, or end-of-life decisions. If you've overcome a major obstacle and made an important change in your own life, you know at your core that others can do it too. How we sell We believe sales is a service we do for our prospects. We help them understand their situation, think through their options, and make courageous decisions about their future. Even if we don't take on someone's case, every prospective client should leave better off than when they came in. Our motto is "Everyone Gets Helped." If you think sales is about pressure, or about what you can "get" from someone or "talk them into," this isn't the role for you. We see the sale as the beginning of a long-term relationship. If you want a career (we really think of it as more of a calling) with competitive income and benefits, plenty of training, total transparency, and work that feeds your soul because you're truly helping people, we'd love to hear from you. Compensation and benefits $60,000 base plus a performance bonus, with $150,000 in on-target earnings. Benefits include paid holidays, paid time off, and medical, dental, and vision insurance with 100% of premiums paid by the firm, plus a retirement savings plan with employer match. How to apply Please include a cover letter that answers these three questions: Tell us about a customer you stayed in touch with for weeks or months before they decided. What kept you going? Tell us about a time you asked a customer a question that changed how you understood their situation. Why does helping families with estate planning and probate interest you? Applicants who include a cover letter will be invited to complete a brief written interview before any live interviews. It helps us see how you read, write, and think. About Company We help North Carolina families plan for the future, settle loved ones' estates, and resolve disputes. Four values guide how we work: Stewardship. Clients trust us with their families' futures and a lifetime of assets. We act with integrity, protect confidentiality, and leave things better than we found them. Accountability. Families rely on us to get every detail right. We follow through, communicate early, and take ownership of our work. Everyone Gets Helped. Many people come to us grieving or facing family conflict. We listen first, explain things plainly, and treat everyone with dignity. Build a Life Worth Protecting. We help clients plan around what matters most, and we want the same for our team. We value results over looking busy. If you want to be exceptionally good at what you do, we'd like to hear from you. Compensation details: 00 Yearly Salary PIb47dab8ba50f-7108

We're a growing estate planning, probate, and fiduciary litigation law firm in Winston-Salem, NC. We're looking for a Client Engagement Specialist: a salesperson who would rather understand people than talk at them. Clients don't come to us to buy documents. They come because something in their life feels uncertain. A parent's health is declining, a loved one has died, or a family is in conflict, and they want a better future. Your job is to help them see what that future can look like and make a courageous decision to get there. This is not a hunting job. You won't be cold calling. Prospective clients come to us, our Intake team prepares them, and you meet with about four families a day. The people who thrive here are gatherers. They love building relationships; they stay in touch over weeks or months, and they measure success by how the client's life changes. Compensation: $150,000+ on-target earnings based on performance Responsibilities: Who you are Curious. You ask good questions, listen more than you talk, and want to understand a family's situation before you recommend anything. Tenacious. You follow up warmly and persistently, because you know "not yet" isn't "no." Resilient. A no-show, a "let me think about it," or a slow week doesn't knock you off course. You bring the same energy to the next call. Client-centered. You're comfortable not being the expert in the room, because our attorneys handle the legal advice. You'd rather the client be the hero of the story than you. Proven in sales. You've sold high-end services or products consultatively and have the results to show for it. You can discuss big price points and complex, emotional situations with maturity and sensitivity. Responsibilities Conduct about four 1-hour initial consultations a day (phone/Zoom) with families who need estate planning or probate help Follow up with prospective clients who haven't decided yet, and stay in touch with former clients Manage the process from consultation through engagement and hand-off to the legal team, and keep accurate records in our CRM Qualifications: Qualifications 2+ years of consultative sales with a track record of results, ideally selling high-end professional services Inside sales experience nurturing warm or inbound leads CRM experience, including reporting Clear communication by phone, by video, and in writing Willingness to learn quickly about new topics like Wills, Trusts, and Probate. No legal experience is required, because the salesperson never gives legal advice. Real-life experience and a few "battle scars" that give you empathy are a plus. Many of the families we serve are facing dementia, other progressive illnesses, grief, or end-of-life decisions. If you've overcome a major obstacle and made an important change in your own life, you know at your core that others can do it too. How we sell We believe sales is a service we do for our prospects. We help them understand their situation, think through their options, and make courageous decisions about their future. Even if we don't take on someone's case, every prospective client should leave better off than when they came in. Our motto is "Everyone Gets Helped." If you think sales is about pressure, or about what you can "get" from someone or "talk them into," this isn't the role for you. We see the sale as the beginning of a long-term relationship. If you want a career (we really think of it as more of a calling) with competitive income and benefits, plenty of training, total transparency, and work that feeds your soul because you're truly helping people, we'd love to hear from you. Compensation and benefits $60,000 base plus a performance bonus, with $150,000 in on-target earnings. Benefits include paid holidays, paid time off, and medical, dental, and vision insurance with 100% of premiums paid by the firm, plus a retirement savings plan with employer match. How to apply Please include a cover letter that answers these three questions: Tell us about a customer you stayed in touch with for weeks or months before they decided. What kept you going? Tell us about a time you asked a customer a question that changed how you understood their situation. Why does helping families with estate planning and probate interest you? Applicants who include a cover letter will be invited to complete a brief written interview before any live interviews. It helps us see how you read, write, and think. About Company We help North Carolina families plan for the future, settle loved ones' estates, and resolve disputes. Four values guide how we work: Stewardship. Clients trust us with their families' futures and a lifetime of assets. We act with integrity, protect confidentiality, and leave things better than we found them. Accountability. Families rely on us to get every detail right. We follow through, communicate early, and take ownership of our work. Everyone Gets Helped. Many people come to us grieving or facing family conflict. We listen first, explain things plainly, and treat everyone with dignity. Build a Life Worth Protecting. We help clients plan around what matters most, and we want the same for our team. We value results over looking busy. If you want to be exceptionally good at what you do, we'd like to hear from you. Compensation details: 00 Yearly Salary PI65ce3277ca58-7103

We are looking for an Estate Administration & Probate Paralegal who thrives on bringing order and momentum to complex, deadline-driven cases. This role is focused on the administration side of our practice - guiding estates through probate, working closely with the Clerk of Court, financial institutions, and CPAs, and making sure every filing, inventory, and distribution is accurate and on time. You will work directly under the supervision of our attorneys, with additional coordination and support from our Legal Production Case Manager, who oversees workflow across all three of our practice areas (Estate Planning, Probate, and Fiduciary Litigation). This is a role for someone with hands-on probate experience who wants ownership of a caseload and a clear path to grow within a well-run, fast-growing firm. Compensation: $65,000 - $70,000 base salary plus quarterly performance incentive bonus Responsibilities: Probate & Estate Administration Case Work Prepare and file core probate documents, including Notices to Creditors, inventories, accountings, and proposed distributions Submit and track court filings and deadlines with the Clerk of Court Coordinate with financial institutions, title companies, and CPAs to gather assets, resolve creditor claims, and finalize distributions Interview clients and personal representatives to gather facts, documents, and information needed to move estates forward Assist clients with completing required forms and understanding next steps in the process Client & Case Management Communicate with clients, personal representatives, and beneficiaries professionally and compassionately throughout the administration process Monitor case deadlines, court dates, and milestones to keep every matter on track Maintain accurate, up-to-date client files and records in the firm's case management system Provide clients with regular, clear updates on case status Enter billable and non-billable time accurately and promptly Legal Research & Team Collaboration Conduct legal research on North Carolina probate and estate administration law, including new or novel issues as they arise Prepare documents and memos for attorney review Collaborate with attorneys, the Legal Production Case Manager, and fellow paralegals to keep casework moving efficiently Participate in weekly case status meetings Triage and prioritize emails, tasks, and calendar items daily Qualifications: What Success Looks Like in This Role Filings, inventories, and accountings are accurate, complete, and submitted on time Estates move through probate efficiently, with no deadlines missed and no loose ends left untracked Clients and personal representatives feel informed and supported through a difficult process 120 billable hours per month are consistently met Files and records are always current, organized, and audit-ready Who You Are You have 3-5 years of experience as a paralegal working in estate administration and/or probate You have hands-on experience preparing probate filings and working with the Clerk of Court You hold a paralegal certificate or degree from an accredited program You have working knowledge of North Carolina probate and estate administration law You are detail-oriented and organized - you know that a missed deadline or an inaccurate filing has real consequences for real families You communicate clearly and compassionately with clients who are often navigating loss or difficult family situations You can manage multiple open matters independently while staying responsive to attorney direction Experience with legal case management software is required; experience with estate planning or probate-specific platforms is a plus About Company We help North Carolina families plan for the future, settle loved ones' estates, and resolve disputes. Four values guide how we work: Stewardship. Clients trust us with their families' futures and a lifetime of assets. We act with integrity, protect confidentiality, and leave things better than we found them. Accountability. Families rely on us to get every detail right. We follow through, communicate early, and take ownership of our work. Everyone Gets Helped. Many people come to us grieving or facing family conflict. We listen first, explain things plainly, and treat everyone with dignity. Build a Life Worth Protecting. We help clients plan around what matters most, and we want the same for our team. We value results over looking busy. If you want to be exceptionally good at what you do, we'd like to hear from you. Compensation details: 0 Yearly Salary PIbaf6-

We are looking for an Estate Administration & Probate Paralegal who thrives on bringing order and momentum to complex, deadline-driven cases. This role is focused on the administration side of our practice - guiding estates through probate, working closely with the Clerk of Court, financial institutions, and CPAs, and making sure every filing, inventory, and distribution is accurate and on time. You will work directly under the supervision of our attorneys, with additional coordination and support from our Legal Production Case Manager, who oversees workflow across all three of our practice areas (Estate Planning, Probate, and Fiduciary Litigation). This is a role for someone with hands-on probate experience who wants ownership of a caseload and a clear path to grow within a well-run, fast-growing firm. Compensation: $65,000 - $70,000 base salary plus quarterly performance incentive bonus Responsibilities: Probate & Estate Administration Case Work Prepare and file core probate documents, including Notices to Creditors, inventories, accountings, and proposed distributions Submit and track court filings and deadlines with the Clerk of Court Coordinate with financial institutions, title companies, and CPAs to gather assets, resolve creditor claims, and finalize distributions Interview clients and personal representatives to gather facts, documents, and information needed to move estates forward Assist clients with completing required forms and understanding next steps in the process Client & Case Management Communicate with clients, personal representatives, and beneficiaries professionally and compassionately throughout the administration process Monitor case deadlines, court dates, and milestones to keep every matter on track Maintain accurate, up-to-date client files and records in the firm's case management system Provide clients with regular, clear updates on case status Enter billable and non-billable time accurately and promptly Legal Research & Team Collaboration Conduct legal research on North Carolina probate and estate administration law, including new or novel issues as they arise Prepare documents and memos for attorney review Collaborate with attorneys, the Legal Production Case Manager, and fellow paralegals to keep casework moving efficiently Participate in weekly case status meetings Triage and prioritize emails, tasks, and calendar items daily Qualifications: What Success Looks Like in This Role Filings, inventories, and accountings are accurate, complete, and submitted on time Estates move through probate efficiently, with no deadlines missed and no loose ends left untracked Clients and personal representatives feel informed and supported through a difficult process 120 billable hours per month are consistently met Files and records are always current, organized, and audit-ready Who You Are You have 3-5 years of experience as a paralegal working in estate administration and/or probate You have hands-on experience preparing probate filings and working with the Clerk of Court You hold a paralegal certificate or degree from an accredited program You have working knowledge of North Carolina probate and estate administration law You are detail-oriented and organized - you know that a missed deadline or an inaccurate filing has real consequences for real families You communicate clearly and compassionately with clients who are often navigating loss or difficult family situations You can manage multiple open matters independently while staying responsive to attorney direction Experience with legal case management software is required; experience with estate planning or probate-specific platforms is a plus About Company We help North Carolina families plan for the future, settle loved ones' estates, and resolve disputes. Four values guide how we work: Stewardship. Clients trust us with their families' futures and a lifetime of assets. We act with integrity, protect confidentiality, and leave things better than we found them. Accountability. Families rely on us to get every detail right. We follow through, communicate early, and take ownership of our work. Everyone Gets Helped. Many people come to us grieving or facing family conflict. We listen first, explain things plainly, and treat everyone with dignity. Build a Life Worth Protecting. We help clients plan around what matters most, and we want the same for our team. We value results over looking busy. If you want to be exceptionally good at what you do, we'd like to hear from you. Compensation details: 0 Yearly Salary PIbaf6-