Estate Planning Attorney

Profile

Job Overview:
A law firm is seeking a detail-oriented Estate Planning Attorney to manage estates, trusts, wills, and elder law cases in the metro Charlotte area. The ideal candidate will be able to collaborate with a team of seasoned elder law attorneys, provide creative legal solutions, and prioritize client service. This role offers an opportunity to work in a fast-growing practice with the chance to make a significant impact in the field of estate and elder law.

Location:

• Charlotte, NC

Duties:

• Meet with potential clients to discuss legal services and advise on appropriate actions
• Draft legal documents, conduct legal research, and organize client meetings
• Provide personalized legal solutions tailored to clients' needs
• Maintain regular communication with clients and collaborate with the Client Experience team
• Accurately track and report time spent on cases
• Collaborate with other attorneys to enhance the firm's practices
• Travel to various office locations as needed

Requirements:

• At least 5-7 years of experience specializing in estate law
• Active North Carolina law license (dual licensure in South Carolina preferred)
• CELA certification is a plus
• Strong teamwork skills and the ability to collaborate with colleagues and clients
• Attention to detail with a commitment to delivering high-quality work
• Effective communication and sensitivity when dealing with clients
• Experience in estate planning, trust/estate administration, Medicaid planning, and long-term care benefits
• Litigation experience in guardianship and estate litigation is desirable
• Ability to efficiently track and bill time
• Strong work ethic and initiative to handle tasks independently
• Strong negotiation and communication skills

Education:

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

Certifications:

• Active law license in North Carolina (Required)
• Dual licensure in South Carolina (Preferred)
• CELA certification (Preferred)

Skills:

• Expertise in estate law, including estate planning and trust/estate administration
• Ability to craft creative legal strategies tailored to client needs
• Strong written and verbal communication skills
• Negotiation skills for resolving estate and guardianship disputes
• Attention to detail and time management skills
• Ability to work both independently and as part of a team

Benefits:

• 401(k) with matching contributions
• Dental, health, life, vision, and long-term disability insurance
• Paid time off
• Retirement plan
• Bonus opportunities

Company info

BCG Attorney Search
400 Perimeter Center Ter NE Ste 900
Atlanta
Georgia
United States 30346
Phone : 770-450-2000
Fax : (213) 895-7306