Estate & Trust Legal Assistant

Company: Carolina Family Estate Planning
Location: Cary
Posted on: February 17, 2026

Job Description:

Job Description Job Description Are you a highly organized Legal Assistant with at least two (2) years of law firm experience, seeking a role where your contributions directly enhance team efficiency and client satisfaction? Do you thrive in a collaborative environment and possess a keen eye for detail in managing legal processes? Carolina Family Estate Planning is seeking a Legal Assistant - Estate and Trust to be an integral part of our team, streamlining operations and ensuring a seamless experience for clients throughout their estate planning, document drafting, probate, and trust administration journeys. If you are a proactive professional with strong communication skills and a passion for supporting a high-performing legal team, this opportunity is for you. Compensation and Benefits Overview We offer a competitive compensation package commensurate with your legal support, estate planning, drafting, and estate administration expertise and experience, as well as opportunities for metric-driven bonuses. Our comprehensive benefits include medical, dental, vision, and life insurance coverage, as well as matching contributions to your tax-deferred retirement savings. We believe in the importance of estate planning and provide comprehensive planning as a benefit for our employees. We also believe in work-life balance, with flexible paid time off accrued from Day One and 12 paid holidays annually. Company Overview Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism. A Day in the Life A typical day for a Legal Assistant - Estate and Trust at our firm starts with prioritizing tasks by reviewing your calendar, the firm's case management software, and your email inbox. You will be instrumental in managing various administrative and legal support functions, from scheduling meetings and triaging incoming communications to maintaining accurate records and ensuring deadlines are met. A significant part of your role will involve efficient document drafting and meticulous proofreading. You'll consistently collaborate with attorneys and fellow team members, actively participating in weekly meetings to review case progress and identify opportunities for process improvements. Your mission in this role is to be a vital operational hub for our estate and trust team, ensuring smooth workflow and accurate information management. You will directly contribute to our team's overall effectiveness by providing essential support that allows attorneys to focus on high-level legal counseling, ultimately enhancing our firm's ability to achieve its goals and deliver exceptional client outcomes. We are a team of professionals who thrive on mutual support and collective success. Schedule and Location Schedule Full-time. Our office hours are 8:30 AM to 5:00 PM, Monday through Friday. Alternative schedules will be considered. Location 100% In-office at our Cary, NC, location. 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 process. Don't miss this opportunity to contribute to a team where your work truly makes a difference. Job Posted by ApplicantPro

Keywords: Carolina Family Estate Planning, Danville , Estate & Trust Legal Assistant, Legal , Cary, Virginia