Estate Planning Expert

7 days ago


Charlotte Bay, Australia beBeeEstate Full time $110,000 - $210,000
About the Opportunity

We are seeking a skilled Estate Planning Specialist to join our collaborative team in Charlotte. This is an exciting opportunity for a motivated professional to handle sophisticated estate planning and administration matters.


Key Responsibilities
  • Advise clients on strategic estate planning strategies and probate matters
  • Draft complex estate planning documents, including wills, trusts, powers of attorney, and related instruments
  • Represent clients in probate and trust administration proceedings
  • Provide tax-efficient planning advice for high-net-worth individuals and families
  • Collaborate with other professionals to provide comprehensive legal solutions

Requirements
  • J.D. from an accredited law school and active license to practice law in North Carolina (South Carolina licensure a plus)
  • 3–7 years of experience in estate planning, trust and estate administration, and related areas
  • Strong drafting, research, and communication skills


  • Charlotte Bay, Australia Womble Bond Dickinson (US) LLP Full time

    Estate Planning and Estate Administration Paralegal Womble Bond Dickinson (US) LLP is seeking a Paralegal to join the Firm's Private Wealth team. The role requires an understanding and breadth of experience in estate planning and estate and trust administration, including drafting estate planning documents and probate court forms, including accountings. ...


  • Charlotte Bay, Australia Womble Bond Dickinson (US) LLP Full time

    Estate Planning and Estate Administration ParalegalWomble Bond Dickinson (US) LLP is seeking a Paralegal to join the Firm's Private Wealth team. The role requires an understanding and breadth of experience in estate planning and estate and trust administration, including drafting estate planning documents and probate court forms, including...


  • Charlotte Bay, Australia Russell Tobin Full time

    OverviewWe are working with a well-established, growing law firm seeking a skilled Trusts & Estates Attorney to join their Charlotte, NC office. This is an exciting opportunity for a motivated attorney to join a collaborative, client-focused team handling sophisticated estate planning and estate administration matters.Base pay range$110,000.00/yr -...


  • Charlotte Bay, Australia Russell Tobin Full time

    OverviewWe are working with a well-established, growing law firm seeking a skilled Trusts & Estates Attorney to join their Charlotte, NC office. This is an exciting opportunity for a motivated attorney to join a collaborative, client-focused team handling sophisticated estate planning and estate administration matters.Base pay range$110,000.00/yr -...


  • Charlotte Bay, Australia beBeeEstate Full time $110,000 - $220,000

    Job OpportunityWe are seeking a skilled attorney to handle sophisticated estate planning and administration matters for a well-established, growing law firm.Estate Planning ResponsibilitiesAdvise clients on tax-efficient estate planning strategies, wealth preservation, and probate mattersDraft complex estate planning documents, including wills, trusts,...


  • Charlotte Bay, Australia beBeeEstate Full time $110,000 - $210,000

    We are seeking a skilled Trusts & Estates Attorney to join our collaborative, client-focused team handling sophisticated estate planning and estate administration matters in Charlotte, NC.Responsibilities Advise clients on estate planning strategies, wealth preservation, and probate matters. Draft complex estate planning documents, including wills, trusts,...


  • Charlotte Bay, Australia beBeeFinancial Full time $190,000 - $220,000

    Commercial Real Estate Financing ExpertWe are seeking a seasoned professional to join our team as a Commercial Real Estate Financing Expert. As a key player in our organization, you will be responsible for sourcing and closing high-value transactions in the commercial real estate sector.Job Description:As a Commercial Real Estate Financing Expert, you will...


  • Charlotte Bay, Australia SunEnergy1 Full time

    Join to apply for the In-House Counsel – Real Estate role at SunEnergy12 days ago Be among the first 25 applicantsJoin to apply for the In-House Counsel – Real Estate role at SunEnergy1Get AI-powered advice on this job and more exclusive features.We are seeking an experienced In-House Counsel – Real Estate to support our growing portfolio of...


  • Charlotte Bay, Australia Sands Investment Group Full time

    1 day ago Be among the first 25 applicantsDirect message the job poster from Sands Investment GroupSands Investment Group (SIG), is officially accepting applications for an experienced and highly motivated Senior Commercial Real Estate Sales Advisor to join our dynamic and collaborative company. Whether you have your first few years under your belt or have...


  • Charlotte Bay, Australia beBeeAccountant Full time US$90,000 - US$175,000

    Financial Operations ExpertWe are seeking an experienced Financial Operations Expert to lead the management of accounting processes for active development projects.Ensure timely and accurate submissions of monthly and quarterly reports.Oversee preparation and tracking of construction draws and lender requisitions, reviewing documentation for accuracy and...