Description

At Carolina Estate Planning, we help families through some of life's most important transitions with clarity, compassion, and confidence. We're looking for a Probate Legal Assistant who shares our dedication to excellence, service, and attention to detail.

This is a full-time, on-site role (40 hours/week) at our Winston-Salem office.

The #1 quality we're looking for? A positive attitude and a willingness to jump in wherever needed.

You should be someone who:

• Loves helping others and thrives in a team setting
• Is success-driven and takes pride in doing excellent work
• Pays close attention to details and follows through
• Communicates professionally and empathetically with clients

How to Apply (2 Steps Required)

• Step 1: Submit your application here.
• Step 2: A link to complete the DISC assessment if you haven't already completed it, along with uploading your cover letter, will be emailed to you after you apply. Please make sure both are complete.

Cover Letter Instructions:

• Limit to two paragraphs + one closing sentence
• Paragraph 1: Describe the 3 most important qualities for working with probate clients—and why
• Paragraph 2: Explain why you applied to this job

If we believe you're a strong match, we'll send you a written interview. Final candidates will be invited to a virtual or in-person interview.

$45,000 - $50,000 yearly

• Prepare legal documents for probate (court forms, inventories, accountings)
• Conduct legal research for probate cases
• Organize and manage case files and legal documents
• Maintain and update case management systems
• Communicate with clients, witnesses, court staff, and other parties
• Schedule appointments, meetings, and court dates
• Draft legal correspondence
• Calendar key tasks and deadlines

• Excellent clerical and administrative skills
• Strong phone etiquette and professional communication
• Familiarity with case management systems
• Exceptional organizational and time management abilities
• Experience in a law firm, preferably working with trusts and estates

We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success.

• Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors.
• Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients.
• Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility.
• Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness.
• Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client.

Compensation details: 45000-50000 Yearly Salary

PIb3d43fe72ef8-35350-38256472

Requirements

At Carolina Estate Planning, we help families through some of life's most important transitions with clarity, compassion, and confidence. We're looking for a Probate Legal Assistant who shares our dedication to excellence, service, and attention to detail.

This is a full-time, on-site role (40 hours/week) at our Winston-Salem office.

The #1 quality we're looking for? A positive attitude and a willingness to jump in wherever needed.

You should be someone who:

• Loves helping others and thrives in a team setting
• Is success-driven and takes pride in doing excellent work
• Pays close attention to details and follows through
• Communicates professionally and empathetically with clients

How to Apply (2 Steps Required)

• Step 1: Submit your application here.
• Step 2: A link to complete the DISC assessment if you haven't already completed it, along with uploading your cover letter, will be emailed to you after you apply. Please make sure both are complete.

Cover Letter Instructions:

• Limit to two paragraphs + one closing sentence
• Paragraph 1: Describe the 3 most important qualities for working with probate clients—and why
• Paragraph 2: Explain why you applied to this job

If we believe you're a strong match, we'll send you a written interview. Final candidates will be invited to a virtual or in-person interview.

$45,000 - $50,000 yearly

• Prepare legal documents for probate (court forms, inventories, accountings)
• Conduct legal research for probate cases
• Organize and manage case files and legal documents
• Maintain and update case management systems
• Communicate with clients, witnesses, court staff, and other parties
• Schedule appointments, meetings, and court dates
• Draft legal correspondence
• Calendar key tasks and deadlines

• Excellent clerical and administrative skills
• Strong phone etiquette and professional communication
• Familiarity with case management systems
• Exceptional organizational and time management abilities
• Experience in a law firm, preferably working with trusts and estates

We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success.

• Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors.
• Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients.
• Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility.
• Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness.
• Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client.

PIb3d43fe72ef8-35350-38256472