Trusts and Estates Associate Attorney

A law firm in Charlotte, NC, is seeking a Trusts and Estates Associate Attorney with 3-6 years of experience in estate planning and estate administration.

The ideal candidate will be adept at drafting estate planning documents and probate forms and will support a sophisticated practice serving ultra-high-net-worth clients.

Experience in drafting irrevocable trusts, investment partnerships (LLCs), and advanced transfer strategies is preferred.

Strong written and oral communication skills are essential. The candidate must be licensed in North Carolina and / or South Carolina.

An LLM in estate planning or tax is preferred but not required.

Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.

Key Responsibilities :

• Draft and review a variety of estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives.
• Prepare and file probate forms and accountings required by the probate court.
• Provide legal counsel on complex estate planning strategies, tax planning, and asset protection for ultra-high-net-worth individuals.
• Develop and implement advanced wealth transfer strategies, including irrevocable trusts, family limited partnerships (LLCs), and grantor retained annuity trusts (GRATs).
• Oversee and manage estate administration processes, including probate filings, asset valuations, and estate distributions.
• Advise clients on trust administration, fiduciary duties, and compliance with applicable laws and regulations.
• Collaborate with financial advisors, accountants, and other professionals to deliver comprehensive estate planning solutions.
• Stay informed about developments in estate, tax, and probate law to ensure compliance and best practices.
• Build and maintain strong client relationships by providing high-quality, tailored legal services.
• Participate in client meetings, strategy sessions, and professional presentations.

Requirements :

• 3-6 years of experience in estate planning and / or estate administration.
• Proven experience in drafting estate planning documents and probate forms, including court-required accountings.
• Preference for candidates with experience in drafting irrevocable trusts, investment partnerships (LLCs), and advanced transfer strategies.
• Strong written and verbal communication skills, with the ability to clearly explain complex legal concepts.
• Excellent organizational and project management skills.
• Ability to manage multiple client matters and meet deadlines efficiently.
• Commitment to delivering exceptional client service and fostering long-term client relationships.

Education and Certifications :

• Juris Doctor (JD) degree from an accredited law school.
• Active membership in the North Carolina and / or South Carolina State Bar.
• LLM in estate planning or tax preferred but not required.

Skills :

• Proficiency in drafting and reviewing complex estate planning documents and probate forms.
• Strong problem-solving skills and attention to detail.
• High level of professionalism, discretion, and ethical standards.
• Ability to work both independently and collaboratively in a team environment.
• Familiarity with legal research tools, drafting software, and relevant technologies.
• Robust mental health and wellness programs.
• Benefits for child, family, elder, and pet care.
• Short- and long-term disability insurance.
• Health savings accounts and flexible spending accounts.
• 401K retirement plan with firm contributions.
• Generous paid time off, including vacation and personal days.
• Support for continuing legal education and professional development.

Company info

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