Estate Planning Associate Attorney

OVERVIEW: Erin Patterson Law, PLLC is seeking a full-time Estate Planning Associate Attorney to join their boutique law firm 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 QualificationsLicensed and in good standing with the North Carolina State Bar1-3 years experience Excellent academic credentials with a demonstrated focus on trusts and estatesOther state licensures, LLM in Taxation or CPA a plusResponsibilities· Effectively manage a robust caseload by prioritizing tasks and calendared events· Consult directly with prospects and clients, including preparation and documentation· Drafting and reviewing wills, revocable trusts, powers of attorney, and other estate planning documents· Eventually draft/review estate/trust administration documents · Achieve billable hour goal: 1,200 - 1,300 hoursPersonal QualitiesHighly motivated and committed to exceptional client serviceCapable 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· Possesses superior organizational skills and extreme attention to detail· 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 · 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 developmentSchedule, 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 benefitsFlexibility. generous vacation policy and paid holidaysMonthly cell phone stipend and opportunities for advancement

Created: 2025-01-29