Wizehire · 2 weeks ago
Trust & Estate Planning Attorney
Winston-Salem, NC
Full-time
Onsite
Mid, Senior Level
$105K/yr - $135K/yr
5+ years expWizehire is seeking a Trust and Estate Planning Attorney to join Carolina Estate Planning, where you'll empower clients through strategic estate management. In this role, you will create personalized wills and trusts, oversee probate, and guide families through complex legal procedures with integrity and respect.
Human ResourcesInternetRecruiting
Responsibilities
Consult with prospective clients and lead them through our proprietary estate planning process
Provide expert legal advice and deliver superior estate planning and asset protection work products
Research, design, and create complex and customized estate plans
Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures
Represent clients in uncontested guardianship and probate hearings
Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements
Qualification
Required
Active North Carolina Bar license
Five (5) years or more of Estate Planning, Probate, and Trust Administration experience
Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm
Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software
Preferred
LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred
Company
Wizehire
WizeHire, the most user-friendly, effective hiring solution for small businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$37.5MKey Investors
Tiger Global Management
2022-05-10Series B· $30M
2021-02-09Series A· $7.5M
Leadership Team
Sid Upadhyay
Co-founder & CEO
Nick Carneiro
Chief Technology Officer
Recent News
Small Business Trends
2025-06-09
Small Business Trends
2025-06-07
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