Senior Estate Planning Attorney
Cary Estate Planning
Cary, NC US
Posted ago
Cary Estate Planning

A rapidly growing estate planning firm with offices in Cary and Wake Forest is seeking to add a motivated, team-oriented Lawyer to make an immediate impact on day 1. We are seeking an experienced North Carolina Estate Planning Lawyer who is capable of managing client matters with autonomy and minimal oversight but is comfortable working within an existing, proven team-based practice model.

Family-focused with a flexible work environment, Cary Estate Planning offers a competitive salary and compensation package with incentives for production and origination. We are a team-oriented firm with a focus on providing client-centered, relationship-driven estate planning services to individuals and families in the Wake County area.

We put the client experience and relationship with our firm first, above all else, and we’re looking for an attorney who enjoys:

  • Working directly with clients in creating and implementing comprehensive and complex estate planning strategies and the funding of the same
  • Overseeing the completion of client legal workflows
  • Working as part of a team
  • Legal technology and innovation
  • Pushing against the status quo
  • Always doing the right thing for clients
  • Open and transparent feedback and communication, and being rewarded for exceeding expectations

The ideal candidate will have significant experience working in law 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.

We are seeking a candidate with progressive experienced, not someone who has had a year of experience five times over. We expect candidates to be able to describe completely the intention and purpose of different complex planning strategies, including tax-based estate planning techniques.

The ideal candidate will be driven to exceed expectations and contribute to the growth of the firm in a meaningful way. Compensation for the right candidate will include:

  • Competitive Salary
  • Bonuses based on reaching individually assigned key performance indicators
  • Unlimited PTO
  • 401k with generous employer match
  • Health insurance
  • Long-term and short-term disability
  • Dental and Vision Insurance
  • Flexible and fun working environment
  • Never wear a suit and tie again

We’re looking for a leader who will be with us for the long haul. If that’s you, we look forward to speaking with you soon!

Responsibilities

  • Being a direct point of contact for clients on the creation and implementation of their respective estate planning strategy in a way that will make the client want to leave a 5-Star Google Review with your name in it
  • Advising clients about their estate planning options, the pros, and cons of each strategy, and providing a fiduciary recommendation from a "down-to-earth" perspective that clients will understand and appreciate
  • Being a mentor to lesser experienced team members and an advocate for team member growth and education
  • 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

Qualifications

  • Licensed to practice law in the State of North Carolina
  • At least 5 years of progressive experience working with estate planning and probate matters at a law firm that focuses on estate planning and probate
  • High emotional intelligence
  • Business and tech-savvy or a quick learner
  • Experience and comfort with one-on-one consultation meetings with clients on your own

Compensation
$75,000 - $125,000 yearly
About Cary Estate Planning

Cary Estate Planning is a comprehensive Estate Planning and Probate Law Firm in Cary, NC, with offices in Cary, Raleigh, and Wake Forest, North Carolina. We focus exclusively on a client-centric, honest planning, and true fiduciary planning model, and work tirelessly to ensure our clients are receiving a high level of client communication and legal services. We are not your average law firm. No suits and ties. No stuffy work environments. And we have a top-notch compensation and benefits plan for full-time employees

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