Probate Legal Assistant

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.The following information provides an overview of the skills, qualities, and qualifications needed for this role.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 settingIs success-driven and takes pride in doing excellent workPays close attention to details and follows throughCommunicates professionally and empathetically with clientsHow 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 sentenceParagraph 1: Describe the 3 most important qualities for working with probate clients"”and whyParagraph 2: Explain why you applied to this jobIf 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.Compensation:$45,000 - $50,000 yearlyResponsibilities:Prepare legal documents for probate (court forms, inventories, accountings)Conduct legal research for probate casesOrganize and manage case files and legal documentsMaintain and update case management systemsCommunicate with clients, witnesses, court staff, and other partiesSchedule appointments, meetings, and court datesDraft legal correspondenceCalendar key tasks and deadlinesQualifications:Excellent clerical and administrative skillsStrong phone etiquette and professional communicationFamiliarity with case management systemsExceptional organizational and time management abilitiesExperience in a law firm, preferably working with trusts and estatesAbout CompanyWe 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.#WHLAW2Compensation details: 45000-50000 Yearly SalaryPI583dcb947f3f-37344-38256472

Created: 2025-10-01