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Location : North Carolina - Charlotte
Refer to Job # VTSI858613
Estate Planning and Probate Attorney The candidate will be working directly with clients to create their ideal planning strategy and review their estate planning documents with them, in-person and over phone/video. Managing legal workflows as established by the firm's policies and procedures. Working as part of a team performing the actions within your job description and responsibilities, but also assisting other team members when needed. Legal technology, innovation, and process development/improvement. Pushing against the status quo, not just doing things the way they've "always been done". Providing a truly enjoyable estate planning experience for our clients and their families. Helping to guide potential new clients through estate planning options that will be in their best interests. Assisting loved ones with the administration of an estate. Being an advisor, using a true fiduciary, honest planning approach to estate planning. Contributing to the success of the team even if it means going outside of your job description. Keeping unneeded drama out of the office and contributing to our solid team culture. Helping to grow the firm's presence throughout the Triangle and the State of North Carolina. Should have experience working in firms that practice estate planning and probate as the primary or only practice area(s), meeting with clients and involvement in consultation meetings, experience drafting and reviewing estate plans, and conducting signing meetings. Should have 1+ year of experience working with estate planning matters at a law firm that focuses on estate planning and probate Should be licensed to practice law in the state of North Carolina. Experience with, and comfort with, one-on-one consultation meetings with clients on your own is needed.
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