What are the responsibilities and job description for the Estate Planning Attorney position at Erin Patterson Law, PLLC?
Erin Patterson Law, PLLC is seeking a full time Estate Planning Attorney. The firm is boutique and is located in the Dilworth neighborhood, just outside of Uptown Charlotte. The firm focuses solely on estate planning and estate administration, serving clients in both North and South Carolina.
Professional Qualifications:
- Licensed and in good standing with the North Carolina State Bar
- Excellent academic credentials with a demonstrated focus on trusts and estates
- Other state licensures and/or tax credentials (LLM in Taxation or CPA) a plus
Responsibilities:
- Effectively manage a robust caseload by prioritizing tasks and calendared events
- Consult directly with prospects and clients, including preparation and documentation
- Split time among estate planning and estate administration cases:
- Drafting and reviewing wills, revocable trusts, powers of attorney, and other estate planning documents
- Drafting and reviewing estate/trust administration documents
- Achieve billable hour goal: 1,200 – 1,300 hours
Personal Qualities:
- Highly motivated and committed to exceptional client service
- Possesses superior organizational skills and extreme attention to detail
- Capable of working proactively and independently with sound business judgment
- Enjoys team collaboration and a fast-paced environment
- Exhibits the highest ethical standards
- Demonstrates a positive, solutions-oriented attitude and exemplary work ethic
- Outstanding written and verbal communication skills
- Willing and eager to learn and accept feedback
- Exhibits compassion and empathy for clients facing personal struggles
What We Offer:
- A culture where expectations are clear and hard work is balanced with flexibility
- The ability to work with and learn from sophisticated clients and talented professionals
- A deep network of other professional advisors in our community
- An emphasis on teamwork, collaboration, and strong internal communication processes
- An environment where creative ideas are welcomed and expected
- An intentional feedback process focused on professional and personal development
Schedule, Compensation and Benefits:
- Full-time, in-person position
- Competitive pay commensurate with experience and bonus potential
- Coverage of professional expenses (Bar/Bar Association dues, continuing education, etc.)
- Medical, dental, vision and retirement plan benefits
- Flexibility. generous vacation policy and paid holidays
- Monthly cell phone stipend
- Opportunities for advancement