Estate Planning Attorney
About The Position
Hargrove Firm is a national estate planning and tax law firm serving individuals and families in all 50 states through a technology-enabled legal platform. The firm partners with registered investment advisor (RIA) firms and financial advisors to provide client-focused estate planning. It is hiring an Estate Planning Attorney, with candidates ranging from associate to senior level welcome. Compensation scales with experience, and the top of the range is reserved for attorneys with deep complex estate and trust planning experience and a proven ability to build and maintain relationships with RIA firms and financial advisors. The attorney will guide clients through the planning process, lead virtual client meetings, advise on estate and tax planning issues, and help ensure plans are thoughtfully designed, coordinated, and implemented. The role offers practice without a traditional billable-hour model and involves working with clients, financial advisors, and a collaborative national legal team.
Requirements
- Juris Doctor degree from an accredited law school.
- Licensed to practice law and in good standing with at least one state bar.
- At least 3 years of experience in estate and trust planning.
- Strong knowledge of estate planning and trust funding.
- Excellent client-facing skills, including the ability to explain complex planning concepts clearly.
- Strong organizational, time-management, analytical, drafting, and writing skills.
- Comfort working in a technology-enabled legal practice.
- Commitment to exceptional client service.
Nice To Haves
- High-net-worth planning experience.
- Deep complex estate and trust planning experience.
- Proven ability to build and maintain relationships with RIA firms and financial advisors.
- More extensive experience than the minimum; associate- to senior-level candidates are welcome.
Responsibilities
- Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
- Draft and review wills, revocable trusts, irrevocable trusts, and related estate planning instruments.
- Lead client and advisor meetings professionally, clearly, and confidently.
- Collaborate with financial advisors, internal team members, and the firm's of-counsel attorney network across all 50 states.
- Stay current on federal and state estate, gift, and generation-skipping transfer tax laws.
- Advise clients on asset titling, beneficiary designations, and trust funding.
- Build and maintain relationships with financial advisors and their leadership team.
- Respond promptly and professionally to client and advisor inquiries.
- Help ensure estate plans are thoughtfully designed, properly coordinated, and effectively implemented.
Benefits
- Competitive salary and benefits.
- 401(k) with employer match.
- Comprehensive health insurance.
- Paid time off.
- Flexible work arrangements.
- No billable-hour requirement.
- Collaborative national team.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Ph.D. or professional degree
