What Jobs are available for Estate Planning in Charlotte?

A well-established regional law firm is seeking an experienced Estate Planning Attorney to join its growing team in either Charlotte, NC or Rock Hill, SC. This position offers the opportunity to work with a collaborative group of attorneys and staff while building meaningful, long-term client relationships.

Responsibilities:

• Draft estate planning documents, including revocable and irrevocable trusts, wills, durable powers of attorney, and advance directives.
• Handle estate and trust administration matters from start to finish.
• Advise clients on estate planning strategies, probate issues, and related legal matters.
• Manage and strengthen client relationships through effective communication and responsiveness.
• Contribute to the team environment with a proactive and entrepreneurial mindset.

Qualifications:

• Minimum of 3 years of experience in estate planning and estate/trust administration.
• Admission to the North Carolina Bar required.
• Admission to the South Carolina Bar preferred, or willingness to become licensed in SC.
• Strong drafting, research, and organizational skills.
• Excellent communication skills and the ability to cultivate lasting client relationships.
• A collaborative, team-oriented, and business-minded approach.

This role offers a strong platform to grow your practice, work directly with clients, and join a collegial environment that values professional development and work-life balance. Attorneys will benefit from the firms established infrastructure, cross-practice support, and commitment to client service.

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Leads a team of Branch, ATM, and Office market planners and specialists responsible for translating strategy into action plans at the local market level for Truist's office and retail real estate consisting of ~2,000 properties.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
- Lead the development and socialization of comprehensive, multi-year strategic market plans for all Truist Real Estate (corporate offices, branches, and ATMs).
- Lead market plan realization through robust site evaluation and selection practices and routines.
- Partner with Distribution Analytics in the development of office, branch, and ATM investment frameworks and optimization tools to drive consistent and dependable decision making.
- Support strategic program development (Denovo, Closure, Renovation) and BAU network management governance routines (lease renewal and capital expenditure processes).
- Manage tracking and communication of branch and ATM activities to ensure seamless transition to project development and execution partners.
- Leverage extensive knowledge of retail banking concepts and subject matter expertise in geospatial, statistical, and business analysis to identify and assess business opportunities, and serve as a cross-functional advisor to all areas of the Physical Distribution and Workplace Strategy team
- Enable Executive Management decision making and promote adherence to network strategies across LOBs and business areas through effective, influential communication
- Business leadership of CRA Regulatory Retail Services Test subject matter expertise to effectively balance the risks and opportunities presented to the firm
- Provide leadership and guidance to senior level positions and guide teammate development around critical business objectives
**QUALIFICATIONS**
**Required Qualifications:**
- Master's degree in Geography, MBA or equivalent work experience
- 10-15 years of experience with strong background in geospatial analysis, business analysis, and retail banking distribution
- Expert proficiency in Microsoft Office Suite (Excel), Geographic Information Systems (preferable ESRI / Alteryx), and Business Intelligence tools
- Project and Program Management, Influential vertically and horizontally; strong negotiation skills
- Geospatial / Statistical / Business Analysis
- Strong managerial skills and team leadership experience
- Excellent business partner relationship management and communication skills
**Preferred Qualifications:**
- Independent decision making and judgement with adherence to strategic choices and recommendations
- Prioritization of key deliverables
- Ability to synthesize abstract concepts and requests into actionable insights
- Effectively leverage resources to develop innovative solutions to complex scenarios
- Identify and communicate risk and opportunities and develops plans to mitigate
- Understand business case development, financial analysis, reporting, and management activities
- Provides consultation to executive management and peers to drive decision making aligned with organization priorities
- Develops close partnerships with key stakeholders
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( ( Right to Work (

Commercial Real Estate Associate Attorney

Location: Charlotte, NC (On-site)

About the Firm

Our 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 Overview

The 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 needed

This 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.