Legal Assistant - Estate & Trust

Carolina Family Estate Planning • Cary, NC

6h • Onsite

About The Position

Are you an experienced Legal Assistant with at least two (2) years of law firm experience who takes pride in staying organized, supporting a team, and delivering exceptional client service? Do you enjoy being the steady, detail-oriented professional who keeps cases moving smoothly behind the scenes? Carolina Family Estate Planning is seeking a Legal Assistant - Estate and Trust to play a key role in supporting our estate planning, probate, and trust administration team. In this position, you will help ensure efficient operations and a seamless experience for our clients throughout their planning and administration journey. If you are proactive, dependable, and committed to excellence, we would love to meet you. As a Legal Assistant - Estate and Trust, you will begin your day by reviewing your calendar, case management system, and email to prioritize tasks and ensure deadlines are met. In this role, you serve as an essential operational hub for the estate and trust team. Your work allows attorneys to focus on high-level legal counseling while ensuring our clients receive accurate, timely, and professional service.

Requirements

• Experienced Legal Assistant with at least two (2) years of law firm experience

Responsibilities

• Scheduling meetings and managing calendars
• Triaging incoming communications
• Maintaining accurate and organized client records
• Drafting and proofreading estate planning and administration documents
• Monitoring deadlines and case progress
• Collaborating closely with attorneys and team members
• Participating in weekly team meetings to review cases and improve processes

Benefits

• Medical, dental, vision, and life insurance
• Matching contributions to your tax-deferred retirement savings plan
• Comprehensive estate planning services as an employee benefit
• Flexible paid time off accrued from Day One
• Twelve (12) paid holidays annually

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed