Estate Planning Attorney

Profile

Job Overview:
A client-focused, expanding law firm in the Charlotte area is seeking an experienced Estate Planning Attorney to help grow and lead its estate planning division. This role offers the opportunity to manage a full range of estate planning matters while working in a collaborative environment dedicated to high-quality client service. The ideal candidate is compassionate, detail-oriented, and driven to create long-term impact for clients and their families.

Location:

• Charlotte, North Carolina

Duties:

• Conduct client consultations to assess estate planning needs

• Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives

• Advise clients on estate tax planning, wealth transfer, and asset protection strategies

• Maintain organized and accurate client files and legal documentation

• Ensure compliance with North Carolina estate planning laws and regulations

• Collaborate with the real estate and business law teams on cross-practice matters

• Provide empathetic and effective counsel to clients and their families

Requirements:

• Minimum of 3 years of experience in estate planning law

• Proven ability to manage cases from consultation to document execution

• Demonstrated interest in client advocacy and legal service excellence

• Ability to work independently while contributing to a team environment

• Strong work ethic and attention to detail

Education:

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

Certifications:

• Active license to practice law in North Carolina (required)

Skills:

• Advanced drafting and legal writing abilities

• Strong interpersonal and communication skills

• Knowledge of estate tax and asset protection law

• Experience in working with sensitive client matters

• Organizational and time management capabilities

Benefits:

• Competitive base salary with performance-based bonuses

• Health, dental, and vision insurance

• 401(k) retirement plan with employer match

• Life insurance coverage

• Paid holidays and paid time off

• Opportunities for ongoing professional development and career growth

• Supportive, team-oriented work environment with modern office space

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