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Estate Planning Legal Assistant Jobs in Raleigh, NC

W3Global Inc.

Real Estate/Legal Assistant

Raleigh, NC

$51K - $62K/yr

This paralegal/legal assistant will be the primary point of contact for all parties to residential real estate transactions (Lenders, Agents, Clients) and must be able to handle the entire closing ...

AVE Staffing

Trusts & Estates Associate

Raleigh, NC

This is an exceptional opportunity for a highly motivated attorney with strong tax acumen and a passion for providing top-tier legal services. Responsibilities: * Counsel clients on estate planning ...

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All JobsEstate Planning Legal JobsEstate Planning Legal Assistant JobsEstate Planning Legal Assistant Jobs in Raleigh, NC

Estate Planning Legal Assistant information

See Raleigh, NC salary details

$26.2K

$46.9K

$71.9K

How much do estate planning legal assistant jobs pay per year?

As of Aug 30, 2026, the average yearly pay for estate planning legal assistant in Raleigh, NC is $46,869.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,900.00 and $53,500.00 per year, depending on experience, location, and employer.

What does an estate planning legal assistant do?

An Estate Planning Legal Assistant supports attorneys by preparing legal documents such as wills, trusts, and powers of attorney, conducting research, and managing client files. They often communicate with clients to gather necessary information, schedule appointments, and ensure all documentation complies with relevant laws. Their role helps streamline the estate planning process and ensures clients' assets are protected according to their wishes.

What are the key skills and qualifications needed to thrive as an estate planning legal assistant, and why are they important?

To thrive as an Estate Planning Legal Assistant, you need strong organizational skills, attention to detail, and a solid understanding of legal terminology and procedures, often supported by a paralegal certificate or relevant experience. Familiarity with legal research databases, document management systems, and drafting software is typically required. Excellent communication, discretion, and client service skills help you manage sensitive information and build trust with clients. These competencies are crucial for ensuring the accuracy of legal documents, maintaining compliance, and supporting attorneys in delivering effective estate planning services.

What are some common challenges faced by estate planning legal assistants, and how can they be managed?

Estate Planning Legal Assistants often manage a high volume of sensitive documents and must balance multiple client cases simultaneously, which can be challenging. Staying organized, maintaining attention to detail, and keeping up with changing laws are essential to success in this role. Effective communication with attorneys, clients, and financial professionals is also key, as the role requires frequent collaboration to ensure documents are accurate and compliant. Regular training and the use of legal management software can help streamline workflow and reduce errors.

What is the difference between Estate Planning Legal Assistant vs Paralegal?

AspectEstate Planning Legal AssistantParalegal
CredentialsLegal assistant certificate or associate degreeParalegal certificate or degree
Work EnvironmentLaw firms specializing in estate planning, legal officesVarious legal settings, including estate planning
Employer & Industry UsageCommonly employed in estate planning law firmsUsed across multiple legal practice areas
Search & Comparison IntentOften compared for estate planning support rolesBroader legal support roles

While both roles support attorneys and require legal knowledge, Estate Planning Legal Assistants focus specifically on estate planning tasks, whereas Paralegals have a broader scope across various legal fields. The choice depends on your career focus and industry specialization.

How to become an estate planning legal assistant?

To become an estate planning legal assistant, candidates typically need a high school diploma or equivalent, along with some postsecondary education such as a certificate or associate degree in paralegal studies or a related field. Strong organizational skills, knowledge of legal terminology, and proficiency with legal software are important, and some employers may prefer candidates with experience in estate planning or trust administration.

What are popular job titles related to Estate Planning Legal Assistant jobs in Raleigh, NC?

For Estate Planning Legal Assistant jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Estate Planning Legal Assistant jobs in Raleigh, NC look for?

The top searched job categories for Estate Planning Legal Assistant jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Estate Planning Legal Assistant jobs?

Cities near Raleigh, NC with the most Estate Planning Legal Assistant job openings:

Estate Planning Legal Assistant jobs near you
Infographic showing various Estate Planning Legal Assistant job openings in Raleigh, NC as of August 2026, with employment types broken down into 82% Full Time, 9% Part Time, and 9% Contract. Highlights an 100% In-person job distribution, with an average salary of $46,869 per year, or $22.5 per hour.

Legal Assistant - Estate & Trust

Carolina Family Estate Planning

Cary, NC • On-site

$20 - $24/hr

Full-time

Re-posted 2 days ago

Job description

Are you a skilled legal professional who takes pride in delivering exceptional client experiences and fostering meaningful relationships? Do you have an eye for detail, strong communication skills, and a proactive, solution-oriented approach? If so, we invite you to join our team!
At Carolina Family Estate Planning, we're seeking a dedicated Estate and Trust Administration Legal Assistant to support our clients through one of life's most challenging times-the loss of a loved one. Our firm is committed to innovation and providing outstanding legal services that ease the complexities of estate and trust administration.
What Makes This Role Special
  • Impactful Work: Help clients navigate the probate process with compassion and professionalism.
  • Supportive Team: Collaborate with a talented, driven, and innovative team that values work/life balance.
  • Growth Opportunities: We're invested in your personal and professional development.

Our ideal candidate is a motivated, team-oriented professional with prior experience in estate administration. You enjoy working directly with clients, managing details, and contributing to a positive, collaborative work environment.
Key Responsibilities
As an Estate and Trust Administration Legal Assistant, you'll:
  • Work directly with clients to gather accurate information for estate administration.
  • Draft correspondence and legal documents efficiently and with precision.
  • Manage case timelines, ensuring tasks are on track and deadlines are met.
  • Organize and maintain physical and digital files according to established procedures.
  • Review incoming documents and emails, ensuring they are acknowledged and properly documented.
  • Conduct client meetings, including signing appointments, with professionalism and care.
  • Collaborate with team members to deliver the highest level of client service.
  • Regularly meet with your Team Lead to discuss cases, address questions, and pursue learning opportunities.
Who You Are
We're looking for someone who:
  • Is detail-oriented, well-organized, and a fast learner with a growth mindset.
  • Has a passion for helping others and takes pride in doing the right thing.
  • Thrives in both independent and team-based work environments.
  • Enjoys interacting with clients, both in person and virtually.
  • Follows through on commitments and contributes to team success.
  • Is comfortable asking questions and seeking support when needed.
Qualifications
  • At least 1 year of client-facing experience in a law firm setting.
  • A solid understanding of the probate process.
  • Excellent communication skills, both written and verbal.
  • Proficiency with technology, including Zoom, Google Workspace, Microsoft Office, and legal practice management software (e.g., Actionstep, Clio, Smokeball).
  • NC Notary Public certification or willingness to obtain certification.
  • Familiarity with ActionStep or similar client management software is a plus.
About Carolina Family Estate Planning
Carolina Family Estate Planning is a distinguished woman-owned law firm located in Cary, NC. Our mission is to empower our community through comprehensive estate planning and estate administration services delivered with care and precision.
Our core values - integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional growth - guide everything we do. Thanks to the dedication of our team, we have consistently ranked among the fastest-growing law firms in the country. We are proud of our collaborative culture and the meaningful impact we make for families every day.
A Day in the Life
As a Legal Assistant - Estate and Trust, you will begin your day by reviewing your calendar, case management system, and email to prioritize tasks and ensure deadlines are met.
Your responsibilities will include:
  • Scheduling meetings and managing calendars
  • Triaging incoming communications
  • Maintaining accurate and organized client records
  • Drafting and proofreading estate planning and administration documents
  • Monitoring deadlines and case progress
  • Collaborating closely with attorneys and team members
  • Participating in weekly team meetings to review cases and improve processes

In this role, you serve as an essential operational hub for the estate and trust team. Your work allows attorneys to focus on high-level legal counseling while ensuring our clients receive accurate, timely, and professional service.
Schedule and Location
Schedule: Full-time, Monday through Friday, 8:30 AM - 5:00 PM. Alternative schedules may be considered.
Location:100% in-office at our Cary, NC, location.
Our Hiring Process
At Carolina Family Estate Planning, we are committed to placing the right people in the right roles.
As part of our hiring process, candidates will complete a brief Predictive Index assessment. After submitting your application, you will receive an email with a link to the assessment. Completion is required to move forward in the selection process.
If you do not receive the email within 24 hours, please check your spam or promotions folder. If it is still missing, contact us at .
How to Apply
If you are ready to join a collaborative, high-performing team where your contributions truly matter, we invite you to apply. Our initial application process takes just a few minutes and is mobile-friendly.
We look forward to learning more about you.

Apply