Estate Planning Legal Assistant

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

Were 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 firms 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 youll 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

At Carolina Family Estate Planning

We are committed to placing the right people in the right roles.

As part of our hiring process candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process.

If you do not receive the email within 24 hours of applying please check your spam or promotions folder. If it is still missing feel free to contact us at

How to Apply

Ready to embark on a rewarding career with us Applying is simple and mobile-friendly. Kickstart your journey by completing our quick 3-minute initial application. Dont miss this opportunity to contribute to a team where your work truly makes a difference.

Required Experience:

Junior IC