Estate Planning / Elder Law Attorney
Insight Global
Job Description
Insight Global is assisting a client in identifying an Estate planning / Elder Law Attorney for a direct hire opportunity in Charlotte, NC with a growing firm. This firm is seeking an attorney to manage a case load of about 105+ hours including settlement and court room activity. This company operates with work life balance in mind for their employees as well as administrative support for initial intakes, billing, and collections for their attorneys. This is a unique opportunity to work alongside a team of experienced elder law attorneys in a collaborative, client-focused environment.
If you thrive in a team setting, take pride in your work, and are passionate about helping families plan for the future, wed love to hear from you.
Key Responsibilities:
Conduct consultations with prospective clients to assess legal needs and recommend appropriate services.
Draft and review estate planning documents including wills, trusts, powers of attorney, and advance directives.
Advise clients on elder law matters such as Medicaid planning, long-term care, and guardianship.
Collaborate with the Client Experience team to ensure exceptional service and communication.
Maintain accurate and timely billing records; meet monthly and quarterly billable hour goals.
Travel to nearby offices as needed to support client needs.
Work closely with other attorneys to share knowledge and strengthen firm-wide practices.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements
Licensed in North Carolina (dual licensure in South Carolina preferred).
3+ years of experience in estate planning and elder law.
Strong knowledge of estate and trust administration, Medicaid planning, and long-term care benefits.
Excellent communication, negotiation, and organizational skills.
Proven ability to work independently and as part of a team.
Commitment to client service and attention to detail.
Proficiency in time tracking and billing systems. CELA certification is a bonus
Litigation experience in guardianship or estate disputes is a plus
Experience with Rocket Matter (case management system) or Box (file storage) null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
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