You've done this work before — maybe at a bank's trust department, an insurance company's beneficiary services team, a title company, or another estate planning firm. You know the drill: calling institutions, chasing down beneficiary forms, making sure a deed actually gets recorded, and explaining to a nervous client why "funding" their trust matters just as much as signing it.
Carolina Estate Planning is a fast-growing estate planning, probate, and fiduciary litigation firm serving physicians, business owners, and high-net-worth families across North Carolina. We built our reputation on a full-service promise: we don't hand clients a stack of forms and wish them luck. We do the work. This role is the engine behind that promise.
Health and wellness benefits include Medical, Dental, Vision, EAP, Life, and 401(k) match.
Responsibilities
What you'll own:
Managing every trust funding matter from signing to full completion — bank accounts, brokerage, retirement beneficiaries, life insurance, real estate deeds, business interests, and digital assets
Calling and coordinating directly with banks, brokerages, insurers, and retirement custodians to get the right forms and get them processed
Preparing beneficiary change forms, deed drafts, and assignment documents from firm templates
Leading client funding meetings — walking families through what's been done and what's left, in plain language
Keeping a live funding checklist on every matter so nothing slips through the cracks
Running annual funding audits for clients on our maintenance program
Qualifications
What you bring:
2+ years in a role touching trust funding, bank/brokerage trust operations, insurance beneficiary services, title/escrow work, or paralegal support
Comfort being the person on the phone with a bank rep who doesn't want to cooperate
Sharp attention to detail — a wrong beneficiary name on a form is a real problem, not a typo
Strong written communication; you can explain a legal process without sounding like a lawyer
Self-direction — you'll get a checklist and a training guide, not someone hovering over your shoulder
Nice to have:
Experience with PracticePanther or similar practice management software; familiarity with North Carolina real estate recording (we'll train you either way).
Compensation
$60,000 - $65,000
About Carolina Estate Planning
At Carolina Estate Planning, we don't just practice law — we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success.
Our core values:
- Integrity — We hold ourselves to the highest ethical standards, always.
- Everyone Gets Helped — Great legal work ripples outward. We show up fully for every person we encounter — client or not — because we're in the business of making people's lives better.
- 100% Accountability — We own our actions and our outcomes, no excuses. That standard applies at every level of the firm.
- Growth Mindset — We're committed to continuous learning and helping every team member reach their full potential.
- Rigor — The difference between good and exceptional lives in the details. We hold ourselves to a standard that sets us apart.
Requires 2+ years in trust funding, financial institution operations, insurance beneficiary services, title or escrow work, or paralegal support; strong communication, detail, and self-direction skills.
Key Responsibilities
- managing trust funding
- coordinating institutions
- preparing documents
Skills & Tools
PracticePanther
Job Details
- Category: Legal and Compliance
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — United States or North Carolina
- Salary: USD 60,000 – 65,000 / year
- Languages: English
Benefits
- 401k matching
- Retirement plan
About Carolina Estate Planning
A law firm providing estate planning, probate, and fiduciary litigation services to families and professionals. — Industry: Legal and Compliance