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Estate Planning Probate Elder Law Attorney

Job in Weddington, Union County, North Carolina, USA
Listing for: Providence Wills and Trusts
Full Time position
Listed on 2026-02-27
Job specializations:
  • Law/Legal
    Legal Counsel, Lawyer
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Job Description

Full-Time Associate Attorney in Estate Planning, Probate, & Elder Law

Job Brief:

We are a growing, family-oriented estate planning law firm seeking a friendly, motivated, and well-rounded attorney to join our team. The position is primarily based in Monroe, NC, with potential split time between this office and our main Weddington location. The role may relocate to our planned Charlotte office within the next year (negotiable).

This role involves significant client contact, including running meetings, designing personalized estate plans, drafting documents, and advising on Medicaid, asset protection, business formations, and estate administration. Experience in civil litigation, especially fiduciary litigation, is a plus.

The candidate should develop a network of related professionals, seek public speaking opportunities, engage in community outreach, and contribute to our blog. Candidates with a portable book of business and experience in public seminars will have an advantage. Newly licensed or entry-level attorneys with relevant additional education or certifications (e.g., LLM, CPA, CFP) will also be considered.

The position offers a base salary plus monthly bonuses based on billings exceeding minimum expectations, with a 401k plan offering up to 4% employer match.

Applicants must submit a cover letter, resume (including GPA, LSAT, relevant experience), a writing sample, and complete an assessment: link. Applications lacking these elements will be disregarded.

Thoroughness and process adherence are critical; incomplete applications will be ignored.

Experience: Prior estate planning, probate, or elder law experience is preferred but not mandatory if the candidate is willing to learn. Additional training in tax or adjacent fields is a plus. Certification in Estate Planning or Elder Law is advantageous. Candidates without specific experience must commit to self-study to attain requisite knowledge within three months.

Responsibilities Include:

  • Meet with prospective clients for initial planning and information gathering;
  • Review and update existing client estate plans;
  • Engage clients to proceed with document preparation;
  • Analyze client circumstances and recommend tailored solutions;
  • Draft and review estate planning documents;
  • Conduct signing appointments, notarizations, and client explanations;
  • Respond to client communications;
  • Maintain detailed meeting notes;
  • Develop and sustain a referral network;
  • Participate in marketing and public speaking;
  • Manage probate and trust administration cases;
  • Perform other assigned projects.
  • Requirements:

    • Uncompromising integrity
    • NC State Bar License (dual NC/SC license a plus)
    • Advanced degrees or certifications (e.g., LL.M., CELA) are a plus
    • Reliability and a pleasant demeanor
    • Excellent communication and organizational skills
    • Ability to multitask and pay close attention to detail
    • Proficiency in Microsoft Word and basic Excel; willingness to learn client management software
    • Willingness to learn existing operations quickly
    • Notary Public (background check required)
    • Strong command of English, drafting, proofreading, and public speaking skills
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