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If you’re looking to fill an invaluable position and love helping others, apply today using the secure form below. 

At Carolina Estate Planning, we provide outstanding legal service through teamwork, active listening, empathy, compassion, and expert problem-solving skills. Our culture is important to us, and we value open and respectful feedback as well as work-life balance. We care about our teammates’ personal, professional, and financial goals and help them achieve success.

Our core values govern our firm and our hiring decisions:

  • Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors.
  • Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for our clients and the legal profession as a whole.
  • Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility.
  • Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address our clients’ needs with creativity and resourcefulness.
  • Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client, fostering long-term relationships built on trust and satisfaction.

We are an entrepreneurial estate planning, probate and fiduciary litigation firm with offices located in Winston-Salem and Durham-Chapel Hill, North Carolina. We are on track for aggressive growth and we need experienced professionals to join our team and work directly with the owners and attorneys to support the team and help our clients.

With two convenient offices in Winston-Salem and Durham-Chapel Hill, there are multiple options to join our team. We offer in-office and remote positions. You can also check out our job postings on Indeed.


Receptionist

Location: Winston-Salem. This is an in-office, front desk position.
Salary: $20/hour
Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

Are you looking for a great opportunity to join and progress in the legal services field? Our ideal candidate will join as a receptionist but express an interest in eventually moving up, whether it is into a paralegal role or intake specialist role.

We are not your typical law firm. Our entrepreneurial law firm is dedicated to aggressive growth, and we’re looking for a receptionist who can hit the ground running to give callers and visitors an outstanding customer service experience.

Our Receptionist will build relationships with people who contact our firm looking for help with 1) estate planning to protect their loved ones should something happen to them, 2) probate when they have recently lost a loved one and need help administering the estate, or 3) fiduciary litigation when someone they know may be doing something wrong with the estate. Success in this position requires that you display a combination of empathy, experience, and skill. You will play an integral role in creating memorable experiences for clients and everyone else who visits our firm.

Experience and Skills Required:

  • Customer service experience is required. Experience in a law firm is a plus.
  • You are comfortable with a computer and demonstrate proficiency with common office applications (Word, Google, Adobe, etc).
  • You have excellent spelling and grammar.
  • We will ask you to demonstrate a penchant for accuracy and attention to detail, which are required to avoid mistakes that can cost our clients (and us) dearly.
  • You are a positive person.
  • If you walk through life seeing opportunities where other people see problems, you will probably do well here.
  • If you find yourself thinking of why things can’t work instead of how they can, you will not be happy here.
  • We work with people experiencing a combination of stress, anxiety, sadness, confusion, and sometimes anger. We are looking for someone who can dig in to find how to help people (even when they seem unlovable). If this sounds like you, we look forward to meeting you.

There will be training on the types of legal matters we handle, how we track our leads, and how to use our calendaring system. However, we need someone already experienced when it comes to greeting clients, answering phones, preparing mailings, scanning, filing, data entry, scheduling appointments, and meeting deadlines.

Application Instructions:

For the right person, this will be a highly rewarding position. If this sounds like a good fit for you, you will need to complete the application process in order to be considered. First, use our secure form below to submit your resume and cover letter. If we review your resume and cover letter and think we might be a good fit, we will send you a written interview. Applicants who successfully complete the written interview will be contacted for an in-person or Zoom interview.


Client Engagement Specialist

Location: Winston-Salem. This is an in-office position.
Salary: $60,000 – $65,000 and additional performance compensation 
Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) 4% Match
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Health insurance
  • Life insurance
  • Paid time off
  • Paid training
  • Retirement plan
  • Vision insurance

We are looking for an experienced salesperson (also called our Client Engagement Specialist) to ensure that the firm is always putting its best foot forward for potential new clients.

The base salary for this position depends on experience and qualifications and ranges from $60,000 to $65,000. There is additional bonus compensation that is dependent on performance: the bonus can raise the salary to $100,000 and higher. Benefits include paid holidays, paid time off, health insurance coverage, dental and vision insurance, and the option to participate in our retirement savings plan with employer match, once eligible. We pay 100% of the premiums for medical, dental and vision benefits. If you are looking for a high-energy and positive team environment with lots of growth potential, then look no further.

If you are not a proven sales professional, and if you cannot discuss big price points and complex problems with maturity and sensitivity, please do not apply. If you don’t have the motivation to follow-up with prospects, please do not continue.

This position is only for experienced salespeople who can both sell legal services and cultivate new relationships. We provide training in what you need to know to best help our clients, and for the right person this will be a highly rewarding position personally, professionally, and financially.

We need a bright, creative, empathetic, and compassionate person who can convey the value of our services to potential clients and enhance our client experience. We are here to guide our clients through the estate planning and probate processes, achieve positive results, and help them and their families build a better tomorrow.

This position will:

  • Conduct initial client consultations to sell legal services for estate planning and probate
  • Follow up with potential new clients who have not yet retained us
  • Manage the end-to-end sales process from consultation to engagement as well as data tracking

Our ideal candidate will have:

  • A demonstrated record of success selling high-end professional services or products
  • Inside sales experience
  • The ability to build and nurture relationships with potential new clients
  • The ability to interact with different types of personalities
  • Compassion and empathy for potential clients and put them at ease
  • Knowledge on how to close a sale by creating urgency and promoting value
  • Exceptional communication skills in person, over the phone and in writing
  • The flexibility to not get discouraged when things don’t go as planned
  • Willingness and ability to quickly learn about new topics (like Wills, Trusts and Probate)

Real life experience and a few “battle scars” providing empathy and understanding are assets. Experience overcoming a major obstacle in life and making an important change in your life so you know at your core that others can do it too, is a plus.

The salesperson doesn’t give legal advice, so legal experience is not required. Prior sales and customer service experience is required because we need someone who is caring and empathetic, especially toward people suffering from dementia, other progressive disease and are faced with end-of-life decision-making.

We are looking for a team player with the creativity and organization to help us expand our business. The person we hire must bring a high level of energy, positivity, and bring a can-do attitude to work every day.

If you are the “high pressure” type who thinks sales is a macho game, please do not continue. We believe sales is a service we do for our prospects to help educate them, help them think through their options, and make courageous decisions about their future. We really believe that even if we decide not to accept an engagement from a prospect, that every prospective new client should leave our office better off in some way than when they came in. Our motto is, “everyone gets helped.”

If you come from the school of thought that making a sale is all about what you can “get” from a prospect or what you can “talk them into,” please do not apply. We believe in consultative selling where we help our prospective new clients make sense of their situation, weigh their options and make important and often life changing decisions. We are into using the sale as the beginning of a long-term relationship with our prospective new clients. If you are interested in a career (we really think of it as more of a “calling”) that offers competitive income and benefits, loads of training and professional development to stay sharp, total transparency (another way of saying there’s nowhere to “hide”), and fuel for your soul because we’re really and truly helping people then please apply.

If you apply and follow all the instructions, we will ask you to complete a brief written interview before having any interviews. We do this to ensure that you can read, write, and think critically. If you do not wish to complete the written interview, please do not apply.

DIRECTIONS TO APPLY:

First, use our secure form below to submit your resume and cover letter. If we review your resume and cover letter and think we might be a good fit, we will send you a written interview. Applicants who successfully complete the written interview will be contacted for an in-person or Zoom interview. Your cover letter should include the following information:

  • What interests you about this position?
  • What makes working at an estate planning and probate law firm particularly intriguing?
  • What do you bring to the table (i.e., qualities that would be of value to the firm)?

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