Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Shape the Future of Estate Planning for our clients
Do you have a passion for helping families plan for the future?
Carolina Family Estate Planning is seeking a highly motivated and experienced Estate Planning Attorney to join our growing team. In this role, you will play a vital role in crafting personalized estate plans that ensure our clients' wishes are met and their loved ones are protected.
About Carolina Family Estate Planning:
Carolina Family Estate Planning (CFEP) is an education-first law firm based in Cary that provides estate planning, elder law, asset protection, and estate administration legal services. We are a passionate and diverse group of people who believe that doing the right thing is the best way to help our clients. CFEP has been around for over a decade and is currently growing at a significant pace and we are building a team of enthusiastic, fun, compassionate people to help clients build better lives using the services we provide.
Responsibilities:
Draft and revise wills, trusts, powers of attorney, and other estate planning documents.
Advise clients on tax minimization strategies and asset protection.
Conduct client meetings to understand their unique needs and goals.
Effectively communicate complex legal concepts in a clear and concise manner.
Stay up-to-date on the latest developments in estate planning law.
Collaborate with other attorneys and professionals to provide comprehensive legal services.
Qualifications:
You are a licensed North Carolina attorney with at least 2 years of recent experience in estate planning, probate, and estate and trust administration.
Excellent written and verbal communication skills.
Strong analytical and problem-solving abilities.
Compassionate and empathetic demeanor.
Proficient in legal research and writing.
Ability to manage a caseload and meet deadlines.
Benefits:
Competitive salary and benefits package.
Opportunity for professional growth and development.
Collaborative and supportive work environment.
Make a lasting impact on the lives of your clients.
If you are a passionate and experienced estate planning attorney who thrives in a team environment, we encourage you to apply!
WORK SCHEDULE:
Position Type: Full-Time
Location: Hybrid: Remote and Cary, NC
Typical Schedule: 8:30 AM - 5:00 PM, with flexibility for client workshop presentations.
To Apply:
Upload your resume. There will be an email that comes back to you with a survey link in it. Fill it out as soon as you are able. We will be in touch.
Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.
We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and/or a credit check, depending on the specific position.