We’re looking for an attorney licensed in North Carolina (South Carolina licensure is a plus) who shares our dedication to client care and can help propel our firm to the next level.

What We’re Looking For

Candidates must have a minimum of 2 years of experience in estate planning and estate/trust administration. In addition to strong legal acumen, the ideal candidate will have proven leadership and management skills to oversee paralegals across multiple locations. You will play a key role in fostering a positive team environment focused on growth and excellence.

Key Responsibilities

• Oversee client matters and files within the Estate Administration Department, ensuring quality assurance and compliance with state laws.
• Provide leadership and support to paralegals and other team members to deliver A+ customer service that exceeds client expectations.
• Manage guardianship cases (non-contested) as part of the department’s services.
• Cultivate and maintain excellent relationships with referral sources and current clients to generate ongoing business and create "raving fans."
• Optimize and enhance current processes to ensure the team operates with maximum efficiency across the Carolinas.
• Model exceptional organizational skills and ensure adherence to firm processes by all team members.

Qualifications

• Licensed to practice law in North Carolina (South Carolina licensure is a bonus).
• Proficiency in Word and Excel; familiarity with legal software such as Interactive Legal Drafting Software, Dropbox, Trello, Clio, or Lawmatics is a plus.
• Strong ability to manage multiple databases and learn new software programs as needed.
• Positive, friendly attitude with a commitment to a drama-free, collaborative work environment.

Compensation and Benefits:

• Salary and Bonus: Competitive salary commensurate with experience.
• Benefits: Paid Time Off, Paid Holidays, Health Insurance and 401(k) .
• Estate Planning Perks: Enjoy assistance with creating your own estate planning documents.

Location:

You will primarily work from our Charlotte office but may also attend meetings and training sessions at our Fort Mill location when necessary. Additionally, you will be actively engaged in networking groups and participating in seminars and events. Please note that this may require occasional evening and weekend commitments