Estate Planning Attorney jobs in United States
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Bonham Solutions · 3 hours ago

Estate Planning Attorney

Bonham Solutions is a highly respected law firm seeking an experienced Estate Planning Attorney to join its Charlotte, NC office. The role involves advising clients on comprehensive estate planning matters and estate and trust administration, while collaborating with a well-resourced team to provide high-quality legal counsel.

Staffing & Recruiting

Responsibilities

Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and related instruments
Advise clients on wealth transfer strategies and estate planning considerations for high-net-worth individuals and families
Handle estate and trust administration matters, including post-death planning and fiduciary guidance
Collaborate with other attorneys and professionals across the firm on complex estate matters
Maintain direct client relationships and provide thoughtful, high-quality legal counsel

Qualification

Estate planningTrustsEstatesEstate/trust administrationDrafting skillsCommunication skills

Required

3+ years of experience in estate planning, trusts and estates, estate/trust administration, or a closely related practice area
Strong drafting skills and attention to detail
Licensed to practice law in North Carolina (or ability to become licensed)
Excellent communication skills and a professional, client-centric approach

Preferred

Experience working with high-net-worth clients is a plus, but not required

Benefits

Competitive compensation
Comprehensive benefits package

Company

Bonham Solutions

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Bonham Solutions is a recruiting and consulting agency that specializes in the legal industry.

Funding

Current Stage
Early Stage
Company data provided by crunchbase