Estate And Trust Administration Attorney | Cary, NC

Detailed Information

  • Location: Cary, NC

  • Company: BCG Attorney Search

responsible for helping the estate and trust administration team grow both in revenue and in their knowledge base. Will review drafted documents for estate and trust administration for quality and accuracy. Collaborate with other team members on strategies that best serve clients' interests.

Develop methods to explain the strategies employed to a variety of audiences, including beneficiaries, financial advisors, accountants, and other professionals. Work closely with clients as a trusted advisor and ensure their experience with the team is exceptional. Work with the team to develop and improve processes and procedures. Must be licensed to practice law in North Carolina. Should be proficient

with different software and virtual technology, such as Zoom, Google Workspace, Microsoft applications, and others. Comfortable discussing sensitive and delicate matters with clients needed.

Additional Skills: The candidate should be well-organized and share a growth mindset. Must be committed to client satisfaction. Passionate about helping others is required. Thrive on the success of the team and the firm is needed. Should have a strong drive to work within a team and work with clients.

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