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

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 HR@carolinafep.com.

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. Don't miss this opportunity to contribute to a team where your work truly makes a difference.