Trust & Estate Planning Attorney (Winston-Salem)
Company: Carolina Estate Planning
Location: Winston Salem
Posted on: March 5, 2026
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Job Description:
Join Carolina Estate Planning as a Trust and Estate Planning
Attorney, where you'll empower clients to achieve peace of mind
through strategic estate management. You'll create personalized
wills and trusts and oversee probate, guiding families through the
intricacies of estates with integrity and respect. Your role is
pivotal in ensuring clients' wishes are honored, reflecting our
commitment to ethical standards and exceptional service. With us,
you'll have the opportunity to collaborate in a supportive
environment that values teamwork and innovation, all while
advancing your career and contributing to meaningful reform in the
probate system. If you're ready to make a significant impact and
grow within a firm that values your professional and personal
goals, we invite you to apply. Compensation: $110,000 - $140,000
yearly base plus incentive Responsibilities: Collaborate with
senior partners and paralegals to effectively move files through
the civil litigation process Advise clients regarding retirement
plans, charitable giving, and insurance options Ensure clients are
effectively represented at court hearings as needed Draft and file
wills, trusts, and powers of attorney Discuss plans with clients
for distributing clients’ assets Consult with prospective clients
and lead them through our proprietary estate planning process.
Provide expert legal advice and deliver superior estate planning
and asset protection work products. Research, design, and create
complex and customized estate plans. Guide clients through the
probate process, providing clear, actionable advice to simplify
complex legal procedures. Represent clients in uncontested
guardianship and probate hearings. Maintain detailed and organized
records of client interactions and case progress to ensure seamless
service delivery and compliance with legal requirements.
Qualifications: Excellent communication skills, especially in
highly stressful and emotional situations Experience at a legal
firm working on estate planning and probate law issues for at least
1-2 years is required Active membership with the ABA (American Bar
Association) Working knowledge of title insurance, wills, trusts,
property management, and residential and commercial real estate
law, including litigation 4-year degree with a legal background and
J.D. degree are necessary for this position Active North Carolina
Bar license. Five (5) years or more of Estate Planning, Probate,
and Trust Administration experience. Demonstrated ability to lead
and manage others in a fast-paced, service-oriented firm.
Experience using WealthDocx Estate Planning software or ElderDocx
Elder Law software. LL.M. in tax or Estate Planning and Probate
Board Certified Specialist preferred. About Company We value open
and respectful feedback as well as work-life balance. We care about
our teammates’ personal, professional, and financial goals and help
them achieve success. Integrity serves as our foundation, ensuring
that we uphold the highest ethical standards in all our endeavors.
Teamwork underscores our belief in the power of collaboration,
recognizing that collective effort leads to superior outcomes for
clients. Impact & influence drive our commitment to effect positive
change within the probate system, striving to innovate and advocate
for reforms that enhance efficiency, fairness, and accessibility.
Initiative fuels our proactive approach to problem-solving,
empowering us to anticipate and address clients’ needs with
creativity and resourcefulness. Customer focus underscores our
dedication to providing exceptional service and personalized
solutions that meet the unique needs and goals of each client.
WHLAW3 Compensation details: 110000-140000 Yearly Salary
PI9a49c2b33d3c-38003-39729323
Keywords: Carolina Estate Planning, Charlotte , Trust & Estate Planning Attorney (Winston-Salem), Legal , Winston Salem, North Carolina