Estate Planning Coordinator - Legal Assistant

Job Description

Job Description

Estate Planning Coordinator / Legal Assistant

Are you the one who always stepped up when someone asked, “Who can handle this?” with a confident “I’ve got it”? Have you been dubbed the master of multitasking , able to juggle multiple responsibilities without missing a beat? If you're nodding along, Simpson Law Firm might just have the perfect spot for you on our team.

We’re a fast-growing, high-volume estate planning law firm with offices in both Fort Mill, SC and Charlotte, NC. We’re looking for an Estate Planning Coordinator / Legal Assistant who thrives in a busy environment and is excited about the opportunity to grow with a supportive, client-focused team.

This role involves significant daily in-person client interaction—you’ll be the friendly, knowledgeable face clients rely on throughout their estate planning journey. From consultations through signings, you’ll keep clients informed, comfortable, and confident. If you're someone who thrives on meaningful, face-to-face interactions and takes pride in delivering excellent service, this may be the perfect fit.

At Simpson Law Firm, we value warmth, professionalism, and excellence. You’ll be a critical part of our client experience—guiding clients through consultations, document reviews, and signings with empathy and precision.

This position is a great fit for someone who excels at client interaction, finds satisfaction in precise, detailed work, enjoys managing multiple projects, and is eager to keep learning and improving. We value hard work—but we also believe in the power of a supportive team and a positive, people-centered culture.

Important: To Apply

Email your resume AND a personalized cover letter to [email protected]. Following these instructions is part of our evaluation process and only qualified candidates who comply will be considered. No phone calls, please.

Location

This position will be at our Charlotte office, with training and occasional meetings at our Fort Mill location.

Compensation & Benefits

• Hourly Rate: $20 – $24, depending on experience.
• Benefits: Paid Time Off, Paid Holidays, Health Insurance, and Matching 401(k).
• Perks: Complimentary estate planning documents for employees.

Our Hiring Process

• Email resume AND personalized cover letter to [email protected]. (Cover letters and emailing to this address are required—applications without a cover letter or replies directly to the job post will not be considered.)
• Initial Pre-screen call, then Interview with HR and Team Director (Zoom or in person).
• Complete skills test and strengths assessment.
• Provide business references.
• Final interview with the Firm Owner (in person).
• Offer extended to selected candidate.

Are you ready to be part of something meaningful?

If you're excited to contribute to a fast-growing firm and thrive in a people-first role, we want to hear from you.

$20 - $24 hourly

• Serve as the main point of contact for clients throughout their estate planning journey.
• Support attorneys during consultations by taking notes, preparing follow-up tasks, and helping clients understand next steps.
• Coordinate signing appointments, prepare documents, and ensure all details are accurate and complete.
• Conduct and witness signings (notary responsibilities included), walk clients through binders and final paperwork, and explain transitions to the next team.
• Manage scheduling, invoices, and client communication with professionalism and clarity.
• Proofread and finalize documents before execution, ensuring accuracy and compliance.
• Maintain attorney calendars and audit for accuracy.
• Provide a warm client experience—yes, even making signings a little more enjoyable (cookies included!)
• Participate in regular team meetings and assist with occasional front office support.

• 2–3 years of law firm experience is a plus (Estate Planning preferred).
• High proficiency in Microsoft Word, Excel, Google Workspace, and Dropbox.
• Familiarity with legal case management software such as Clio or Lawmatics is preferred.
• Strong verbal and written communication skills.
• Exceptional organizational skills with the ability to prioritize proactively.

Who You Are

• Detail-obsessed and proud of it—you catch typos others miss.
• A creative problem solver who enjoys working on a team.
• Kind, professional, and people-oriented.
• Confident in engaging with clients in person throughout the day.

We’re a fast-growing, drama-free law firm with a vibrant team that lives by our core values: Integrity, Kindness, Excellence, A-Player, and Fun.

Our mission is to improve lives by helping families plan for and protect what matters most.

If you’re ready to grow professionally, make a real impact, and love where you work, come be part of something extraordinary at Simpson Law Firm.