4 Estate Planning jobs in Charlotte
Estate Planning Attorney
28203, North Carolina
Revel Staffing
Posted 292 days ago
Job Viewed
Job Description
Job Title: Wealth, Trust, and Estate Planning Attorney Location: On-site in Charlotte, NC About Our Client Our client is a premier private wealth practice on the East Coast, dedicated to providing comprehensive legal solutions for high-net-worth individuals and businesses. Renowned for their innovative estate and wealth planning strategies, they deliver tailored solutions that safeguard and enhance clients' assets. With a strong commitment to excellence and personalized service, they have established a solid reputation within the legal community. Position Overview As a Wealth, Trust, and Estate Planning Attorney, you will play a crucial role in delivering exceptional legal services to our clients. Your responsibilities will include: Drafting wills, trusts, and other estate planning documentsAdvising clients on federal estate and gift tax implicationsManaging estate administration and sophisticated tax planning for individuals and entitiesCollaborating with partnerships, corporations, and closely-held businesses on estate planning initiativesEngaging in charitable planning strategiesConducting thorough research and clearly presenting complex legal solutions
Qualifications
2-4 years of experience in trusts and estates lawAdmission to the North Carolina State BarProficient in drafting estate planning documents, including wills and trustsStrong understanding of federal estate and gift tax lawsPreferred experience in estate administration and tax planning for partnerships and corporationsExcellent research, writing, and presentation abilitiesStrong interpersonal skills with a collaborative mindsetWhy This Is a Great Opportunity
Join a respected leader in wealth planningEngage with high-net-worth clients and complex estate planning mattersOpportunities for professional growth and career advancementCompetitive compensation and comprehensive benefits packageEnjoy a collaborative work environment that prioritizes work-life balanceBenefits Include:
401(k) with matching contributionsDental, health, and vision insuranceFlexible spending and health savings accountsLife insurancePaid time off and parental leaveRelocation assistanceRetirement planFeel free to let me know if you'd like any adjustments or additional information included!
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0
Paralegal - Estate Planning, Probate
28230 Charlotte, North Carolina
Robert Half
Posted 8 days ago
Job Viewed
Job Description
Description
We are looking for a skilled and detail-oriented paralegal to join a boutique law firm in Charlotte, North Carolina. In this role, you will support attorneys in estate planning and probate matters, ensuring all legal processes are handled efficiently and accurately.
Responsibilities:
- Assist attorneys with estate planning tasks, including drafting legal documents and organizing client information.
- Handle probate and estate administration processes, ensuring compliance with all applicable laws.
- Conduct legal research related to probate law and estate planning to support case preparation.
- Prepare and review documentation related to private wealth management and preservation strategies.
- Maintain accurate and organized case files, ensuring timely updates and accessibility for attorneys.
- Communicate effectively with clients to gather necessary information and provide updates on case progress.
- Collaborate with team members to streamline workflows and improve service delivery.
- Stay informed about changes in estate and probate laws to ensure up-to-date practices.
- Facilitate the filing of legal documents with courts and other relevant agencies.
- Provide administrative support to attorneys, including scheduling meetings and managing case deadlines
Requirements
- Estate planning experience required, probate experience preferred
- Proficiency in handling probate and estate administration processes.
- Strong understanding of probate law and estate planning principles.
- Familiarity with private wealth management and wealth preservation strategies.
- Exceptional organizational skills and attention to detail.
- Ability to conduct thorough legal research and draft accurate documents.
- Excellent communication skills for interacting with clients and team members.
- Capability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
We are looking for a skilled and detail-oriented paralegal to join a boutique law firm in Charlotte, North Carolina. In this role, you will support attorneys in estate planning and probate matters, ensuring all legal processes are handled efficiently and accurately.
Responsibilities:
- Assist attorneys with estate planning tasks, including drafting legal documents and organizing client information.
- Handle probate and estate administration processes, ensuring compliance with all applicable laws.
- Conduct legal research related to probate law and estate planning to support case preparation.
- Prepare and review documentation related to private wealth management and preservation strategies.
- Maintain accurate and organized case files, ensuring timely updates and accessibility for attorneys.
- Communicate effectively with clients to gather necessary information and provide updates on case progress.
- Collaborate with team members to streamline workflows and improve service delivery.
- Stay informed about changes in estate and probate laws to ensure up-to-date practices.
- Facilitate the filing of legal documents with courts and other relevant agencies.
- Provide administrative support to attorneys, including scheduling meetings and managing case deadlines
Requirements
- Estate planning experience required, probate experience preferred
- Proficiency in handling probate and estate administration processes.
- Strong understanding of probate law and estate planning principles.
- Familiarity with private wealth management and wealth preservation strategies.
- Exceptional organizational skills and attention to detail.
- Ability to conduct thorough legal research and draft accurate documents.
- Excellent communication skills for interacting with clients and team members.
- Capability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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1
Senior Manager, Real Estate Strategic Planning
28245 Charlotte, North Carolina
Forvis Mazars
Posted 6 days ago
Job Viewed
Job Description
Description & Requirements
The Real Estate Strategic Planning Senior Manager will develop and execute the Forvis Mazars real estate strategic program for leasing facilities used in operations. This position requires key collaboration and alignment with MPs and RMPs across the Firm. The Firm's strategic program consists of developing and maintaining strategic metrics to guide the Firm in fiscal decisioning of leasing and buildout options, guiding MPs and RMPs through planning, touring and evaluation of options, communication with all parties involved and reporting at the project level and overall Firm metrics level.
What you will do:
#LI-SGF, #LI-CLTSP, #LI-CLTU
#LI-CH1
The Real Estate Strategic Planning Senior Manager will develop and execute the Forvis Mazars real estate strategic program for leasing facilities used in operations. This position requires key collaboration and alignment with MPs and RMPs across the Firm. The Firm's strategic program consists of developing and maintaining strategic metrics to guide the Firm in fiscal decisioning of leasing and buildout options, guiding MPs and RMPs through planning, touring and evaluation of options, communication with all parties involved and reporting at the project level and overall Firm metrics level.
What you will do:
- Maintain and enhance the Firm strategic program for leasing and building out facilities
- Communicate and guide MPs and RMPs through the strategic program
- Lead outside brokers on open sourcing opportunities
- Evaluate leasing and buildout options and communicate results to the project team
- Review lease for business and strategy components and ensure terms are consistent with final RFP
- Maintain and verify accuracy of Colliers 360 lease administration system
- Collaborate with Real Estate Delivery and Operations team on strategic program and on specific project targets
- Seamless integration of strategic leasing and buildout decisioning with Real Estate Delivery and Operations team
- Plan - develop - update - train users on Power BI dashboards displaying key real estate metrics that can be used by project teams in evaluating buying decisions
- Analyze real estate portfolio for projections and opportunities
- Develop analytics and reporting to guide strategic program and project teams
- Bachelor's degree in a related field
- 10+ years of related experience
- Proficiency in Microsoft Excel & PowerPoint
- Leadership skills
- Proficient communication skills
- Ability to handle change
- Ability to work with leaders at all levels across the firm
#LI-SGF, #LI-CLTSP, #LI-CLTU
#LI-CH1
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2
Real Estate Associate Attorney
28201 Charlotte, North Carolina
Revel Staffing
Posted 292 days ago
Job Viewed
Job Description
Commercial Real Estate Associate Attorney
Location: Charlotte, NC (On-site)
About the FirmOur client is a highly regarded law firm with a growing regional presence and a nationally recognized commercial real estate practice . Their team specializes in advising developers, investors, and financial institutions through complex real estate transactions. With a reputation for excellence, they are seeking a mid-level Commercial Real Estate Associate to join their Charlotte office.
Position OverviewThe Commercial Real Estate Associate will assist with acquisitions, dispositions, leasing, due diligence, joint ventures, and other real estate matters . The role involves drafting, structuring, and negotiating transaction documents while collaborating with a team of experienced attorneys on high-profile projects across local and national markets.
Key Responsibilities Manage acquisitions, dispositions, leasing, and joint venture transactions Conduct thorough due diligence and identify potential risksStructure, negotiate, and draft a variety of real estate agreements Collaborate with clients and internal teams to address complex real estate mattersMaintain strong client relationships with effective communication and problem-solving skills Qualifications Juris Doctor (JD) degree from an accredited law school Admitted to the North Carolina State Bar 2-5 years of experience handling commercial real estate transactionsProficiency in MS Outlook, Word, and Excel Excellent communication skills with the ability to work independently and within a team Why This Role? Join a high-performing team with exposure to marquee real estate transactionsOpportunities for professional growth and development within a respected firm Collaborative, supportive environment that values work-life balanceCompetitive salary and comprehensive benefits package Benefits 401(k) with matching contributions Health, dental, and vision insurance Flexible spending and health savings accounts Life insurance and retirement plans Paid time off and parental leave Relocation assistance if neededThis is an exciting opportunity for a talented real estate attorney to join a thriving practice and work on impactful transactions within a dynamic and supportive environment.
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