Private Client & Wealth Preservation Attorney

Job Description

Job Description

Private Client & Wealth Preservation Attorney

Location: Piedmont Triad, NC (Confidential Search)

Compensation: $125,000 – $150,000+ Base (Negotiable) + Performance Bonuses

Benefits: 100% Employer-Paid Healthcare | 401k + 3% Match (Eligible at 90 days)

On behalf of a premier, growth-oriented legal boutique in the Piedmont Triad, we are conducting a confidential search for an experienced attorney to join their wealth preservation team. This firm has intentionally moved away from high-volume practice models in favor of a systems-driven, high-touch approach for affluent families and business owners. This is a pivotal role for a practitioner who values operational excellence and wants to escape the "billable hour grind" for a more impactful, client-centered environment.

Core Responsibilities

• Strategic Plan Design: Architect customized estate plans, including complex irrevocable trusts, tax-efficient wealth transfers, and asset protection instruments.
• Consultative Advocacy: Lead clients through a structured, comprehensive planning process to ensure their legacies are fully protected.
• Fiduciary Representation: Navigate families through the complexities of probate administration and represent client interests in uncontested court proceedings.
• Case Leadership: Analyze unique financial and familial situations to strategize effective courses of action for retirement and charitable giving.

Requirements

• Licensure: Active North Carolina Bar license in good standing.
• Experience: 5+ years of dedicated practice in Estate Planning and Probate. (Estate Administration expertise is a valued plus).
• Technical Aptitude: Proficiency with modern estate drafting and case management platforms.
• Education: Juris Doctor (J.D.) required. An LL.M. in Taxation or status as a Board Certified Specialist is highly preferred and will be reflected in the compensation ceiling.

Firm Culture & Benefits

Our client offers a benefits package and culture rarely seen in the boutique market:

• Healthcare Excellence: 100% of your health insurance premiums are covered by the firm.
• Retirement Security: A 3% 401k match that begins after just three months of service.
• Professional Environment: A collaborative, respectful culture that prioritizes individual contribution and respects personal time.

#AVE1