Estate Planning Legal Assistant

Carolina Family Estate Planning•Cary, NC

4d•Onsite

About The Position

This is a client-facing, detail-oriented legal support role that plays a key part in managing estate planning matters from start to finish. You will work closely with attorneys and clients-both in person and remotely-ensuring that client information is accurate, timelines are met, and each matter moves efficiently through our process. This role requires strong organization, follow-through, and the ability to balance administrative precision with a high level of client care. This position operates under attorney supervision. You will support legal processes but will not provide legal advice or guidance to clients. Maintaining appropriate professional boundaries is essential.

Requirements

Highly organized and detail-oriented
Takes ownership of work and follows through consistently
Fast learner with a growth mindset
Communicates clearly and professionally with clients and team members
Enjoys working both independently and collaboratively
Comfortable working in a deadline-driven environment
Genuinely cares about helping others and providing a great client experience
1+ years of client-facing experience in a law firm or professional services environment
Strong written and verbal communication skills
Experience managing multiple priorities and deadlines
Proficiency with technology (Zoom, Google Workspace, Microsoft Office, etc.)
NC Notary Public (or willingness to become one)

Nice To Haves

Associate degree or higher (preferred) or equivalent experience

Responsibilities

Enter and maintain accurate data in the firm's CRM and drafting platforms
Schedule and coordinate client meetings, including rescheduling as needed
Communicate with clients by phone and email to gather required information
Track estate planning matters from start to completion to ensure timely progress
Assist with estate plan document preparation, proofreading, and organization
Triage incoming legal team emails and determine appropriate next steps
Maintain accurate timekeeping records in the billing system
Support document signing meetings, including notarizing or witnessing documents
Manage calendars, deadlines, and follow-ups for the legal team
Handle sensitive client and financial information with confidentiality and care
Provide general support to the legal and administrative teams as needed