Creamer Millovitsch
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Estate Planning Attorney | Wills, Trusts and Probate | Estate, Gift and GST Tax |Lake Norman, Charlotte, Winston-Salem
About the Role We are seeking an experienced Estate Planning Attorney with at least 5 years of relevant experience to join our firm's Lake Norman office. This is a client-facing role ideal for someone who is personable, detail-oriented, and enjoys working closely with both clients and colleagues. The ideal candidate will also have a strong background in estate, gift, and GST tax planning and a desire to mentor junior attorneys and contribute to firm growth. Key Responsibilities Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, for accuracy, completeness, and clarity Collaborate with senior attorneys to develop and implement advanced estate, gift, and GST tax strategies, including SLATs, sales to IDGTs, and charitable remainder trusts Conduct client meetings to advise clients regarding the preparation of general estate planning documents, explain draft documents and finalize plans Work in partnership with paralegals and administrative staff to manage workflow efficiently Stay up to date on legal and tax changes that impact estate planning and administration What We’re Looking For Admitted to the NC bar and in good standing 5+ years of estate planning experience Excellent interpersonal skills; able to connect with clients in a compassionate, clear, and confident manner Exceptional attention to detail in both drafting and review work Desire to work in a collaborative environment Strong organizational skills and ability to manage multiple matters efficiently Nice-to-Haves (Not Required) Experience with trust administration or probate Knowledge of estate, gift and GST tax laws and familiarity with advanced planning techniques LL.M. in Taxation Why Join Us? Competitive compensation ($100,000 to $200,000) and benefits. Flexible, supportive work environment No billable hour requirements Meaningful, high-level work with interesting clients A culture that emphasizes quality, teamwork, and client service Respect for work-life balance About Our Firm We are a small, boutique law firm dedicated to delivering exceptional estate planning services to individuals and families. Our practice is built on strong technical knowledge, attention to detail, and a commitment to helping clients achieve peace of mind with thoughtful, personalized plans. We pride ourselves on a collaborative, supportive work culture and a team that cares deeply about the client experience. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Legal Industries Law Practice Referrals increase your chances of interviewing at Creamer Millovitsch by 2x Get notified about new Estate Planning Attorney jobs in
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About the Role We are seeking an experienced Estate Planning Attorney with at least 5 years of relevant experience to join our firm's Lake Norman office. This is a client-facing role ideal for someone who is personable, detail-oriented, and enjoys working closely with both clients and colleagues. The ideal candidate will also have a strong background in estate, gift, and GST tax planning and a desire to mentor junior attorneys and contribute to firm growth. Key Responsibilities Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, for accuracy, completeness, and clarity Collaborate with senior attorneys to develop and implement advanced estate, gift, and GST tax strategies, including SLATs, sales to IDGTs, and charitable remainder trusts Conduct client meetings to advise clients regarding the preparation of general estate planning documents, explain draft documents and finalize plans Work in partnership with paralegals and administrative staff to manage workflow efficiently Stay up to date on legal and tax changes that impact estate planning and administration What We’re Looking For Admitted to the NC bar and in good standing 5+ years of estate planning experience Excellent interpersonal skills; able to connect with clients in a compassionate, clear, and confident manner Exceptional attention to detail in both drafting and review work Desire to work in a collaborative environment Strong organizational skills and ability to manage multiple matters efficiently Nice-to-Haves (Not Required) Experience with trust administration or probate Knowledge of estate, gift and GST tax laws and familiarity with advanced planning techniques LL.M. in Taxation Why Join Us? Competitive compensation ($100,000 to $200,000) and benefits. Flexible, supportive work environment No billable hour requirements Meaningful, high-level work with interesting clients A culture that emphasizes quality, teamwork, and client service Respect for work-life balance About Our Firm We are a small, boutique law firm dedicated to delivering exceptional estate planning services to individuals and families. Our practice is built on strong technical knowledge, attention to detail, and a commitment to helping clients achieve peace of mind with thoughtful, personalized plans. We pride ourselves on a collaborative, supportive work culture and a team that cares deeply about the client experience. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Legal Industries Law Practice Referrals increase your chances of interviewing at Creamer Millovitsch by 2x Get notified about new Estate Planning Attorney jobs in
Davidson, NC . Charlotte, NC $150,000.00-$200,000.00 2 days ago Elder Law/Estate Planning Attorney with Book
Charlotte, NC $85,000.00-$145,000.00 3 days ago Estate and Gift Tax Planning and Transactional Attorney
Charlotte, NC $150,000.00-$160,000.00 3 days ago Attorney – Consumer Banking & Wealth Mgmt
Charlotte, NC $159,100.00-$239,800.00 1 week ago Charlotte, NC $100,000.00-$170,000.00 5 days ago Charlotte, NC $100,000.00-$175,000.00 5 days ago Charlotte, NC $110,000.00-$145,000.00 1 day ago Charlotte, NC $125,000.00-$175,000.00 1 day ago Estate Planning and Administration Attorney
Charlotte, NC $110,000.00-$210,000.00 1 week ago Charlotte, NC $133,365.00-$156,900.00 2 weeks ago Charlotte, NC $120,000.00-$175,000.00 2 days ago Charlotte, NC $125,000.00-$150,000.00 1 day ago Charlotte, NC $70,000.00-$90,000.00 1 month ago National Litigation & Claims Management Mid to Senior Level Attorney
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr