Estate Planning Legal Assistant
Carolina Family Estate Planning, Cary, NC, United States
Are you an organized, client-focused professional who thrives in a fast-paced, detail-driven environment? Do you enjoy being part of a team that supports clients through meaningful life decisions?
We're looking for an
Estate Planning Legal Assistant
who takes ownership of their work, communicates clearly, and plays a critical role in ensuring our clients receive a seamless, supportive experience.
Who We Are
Carolina Family Estate Planning is a fast-growing, woman-owned law firm based in Cary, NC. We help families plan for the future through estate planning and estate administration.
Our team is driven by values like integrity, proactivity, accountability, teamwork, and a commitment to doing meaningful work at a high level. We are constantly improving our systems and processes to better serve our clients-and each other.
What This Role Really Is
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.
Key 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
Important Note on Role Scope
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.
What Makes You a Strong Fit
You are highly organized and detail-oriented
You take ownership of your work and follow through consistently
You are a fast learner with a growth mindset
You communicate clearly and professionally with clients and team members
You enjoy working both independently and collaboratively
You are comfortable working in a deadline-driven environment
You genuinely care about helping others and providing a great client experience
Education & Experience
1+ years of client-facing experience in a law firm or professional services environment
Associate degree or higher (preferred) or equivalent experience
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)
Work Environment & Schedule
Full-time, onsite position in Cary, NC
Standard hours: 8:30 AM - 5:00 PM
Occasional evening events (less than 3 times per month)
Why Join Us
At Carolina Family Estate Planning, you'll be part of a collaborative, driven team that is committed to excellence and continuous improvement. We offer:
Competitive compensation (hourly + performance incentives)
Benefits package
Professional development and growth opportunities
A supportive, team-oriented culture
#J-18808-Ljbffr
We're looking for an
Estate Planning Legal Assistant
who takes ownership of their work, communicates clearly, and plays a critical role in ensuring our clients receive a seamless, supportive experience.
Who We Are
Carolina Family Estate Planning is a fast-growing, woman-owned law firm based in Cary, NC. We help families plan for the future through estate planning and estate administration.
Our team is driven by values like integrity, proactivity, accountability, teamwork, and a commitment to doing meaningful work at a high level. We are constantly improving our systems and processes to better serve our clients-and each other.
What This Role Really Is
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.
Key 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
Important Note on Role Scope
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.
What Makes You a Strong Fit
You are highly organized and detail-oriented
You take ownership of your work and follow through consistently
You are a fast learner with a growth mindset
You communicate clearly and professionally with clients and team members
You enjoy working both independently and collaboratively
You are comfortable working in a deadline-driven environment
You genuinely care about helping others and providing a great client experience
Education & Experience
1+ years of client-facing experience in a law firm or professional services environment
Associate degree or higher (preferred) or equivalent experience
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)
Work Environment & Schedule
Full-time, onsite position in Cary, NC
Standard hours: 8:30 AM - 5:00 PM
Occasional evening events (less than 3 times per month)
Why Join Us
At Carolina Family Estate Planning, you'll be part of a collaborative, driven team that is committed to excellence and continuous improvement. We offer:
Competitive compensation (hourly + performance incentives)
Benefits package
Professional development and growth opportunities
A supportive, team-oriented culture
#J-18808-Ljbffr