Trusts & Estates Associate (NC or SC)

EachHire - WB
Location:   the United States (NC, SC), Hybrid
Posted On:   26 Aug, 2024
Trusts and Estates

Job Title: Trusts & Estates Associate

Office Locations: Charleston, SC; Charlotte, NC; Columbia, SC; Greensboro, NC; Greenville, SC; Raleigh, NC; RTP, NC; Winston-Salem, NC

Practice Group: Corporate & Securities

Practice Team: Trusts & Estates

Department: Associate


Firm Description: The firm is a prominent transatlantic law firm with a history of excellence spanning over 140 years. Known for its depth of expertise and innovative approach, is committed to providing exceptional legal services across a wide range of industries, the Private Wealth team, nationally and internationally recognized, is headquartered in the Carolinas, serving ultra-high net worth clients with sophistication and care.


Position Overview: The firm is seeking a Trusts & Estates Associate to join our Corporate & Securities Practice Group. This position is based in North Carolina, with a strong preference for Charlotte, and we are also open to candidates in South Carolina. The successful candidate will have the opportunity to support a sophisticated practice focused on estate planning and estate administration for ultra-high net worth clients.


Key Responsibilities:

  • Draft estate planning documents and probate forms, including accountings required by the probate court.
  • Provide support in estate administration, including managing complex estate matters.
  • Draft irrevocable trusts, investment partnerships (LLCs), and advanced transfer strategies.
  • Develop a deep understanding of estate planning and estate administration while supporting the firm’s sophisticated practice.
  • Demonstrate strong written and oral communication skills in interactions with clients and colleagues.


Qualifications:

  • Experience: 3 to 6 years of experience in estate planning and/or estate administration.
  • Skills: Strong written and oral communication skills are essential. Experience in drafting estate planning documents and probate forms preferred.
  • Education: A Juris Doctor (JD) is required. An LLM in estate planning or tax is preferred.
  • Licensure: Must be licensed in North Carolina and/or South Carolina.
  • Interest: A sincere interest in estate planning, including drafting irrevocable trusts, investment partnerships (LLCs), and advanced transfer strategies.


Application Process: The firm is committed to attracting, developing, and retaining a diverse workforce. To apply, please submit your resume, cover letter, writing sample, and transcript through our online portal. Applications will be reviewed on a rolling basis, and we will contact you if we are interested in moving forward with your candidacy.

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