Advanced Estate Planning Attorney

Hargrove Firm; United States; A distancia; USD 120.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary and benefits

401(k) with employer match

Comprehensive health insurance

Paid time off

Flexible work arrangements

Collaborative team environment

Descripción de la vacante

Hargrove Firm, a national estate planning and tax law practice, seeks an experienced Estate Planning Attorney to join a technology-enabled national team. This role focuses on guiding clients through planning, leading virtual meetings, and coordinating complex tax and estate strategies.

Excellent client service and collaboration with financial advisors are essential. The position offers a modern, billable-hour-free environment with opportunities to work across all 50 states and with top-tier

Formación

• Juris Doctor degree from an accredited law school.
• Licensed to practice law and in good standing with at least one state bar.
• Minimum of 5 years of relevant experience in estate & trust planning.
• At least 3 years of advanced estate planning experience.

Responsabilidades

• Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
• Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, and related planning instruments.
• Lead sophisticated client and advisor meetings with professionalism, clarity, and confidence.
• Collaborate with financial advisors, internal team members, and our 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 strong relationships with financial advisors and their leadership teams.
• Respond to client and advisor inquiries promptly and professionally.

Conocimientos

Estate planning

Client-facing skills

Time management

Drafting & writing

Tech-enabled practice

Educación

Juris Doctor degree

Bar admission (any state)

Descripción del empleo

About the Company

Hargrove Firm is a national estate planning and tax law firm serving individuals and families across all 50 states through a modern, technology-enabled legal platform. We partner with leading RIA firms and financial advisors to deliver sophisticated estate planning in a client-focused, accessible, and efficient way. We are growing and seeking an experienced Estate Planning Attorney to join our team.

About the Role

This is an opportunity to practice estate planning without the traditional billable-hour model, while working with high-quality clients, respected financial advisors, and a collaborative national legal team. The Estate Planning Attorney will guide clients through the planning process, lead virtual client meetings, advise on complex estate and tax planning issues, and help ensure each plan is thoughtfully designed, properly coordinated, and effectively implemented. This role is ideal for an attorney who is confident with clients, comfortable working with financial advisors, and interested in practicing at the forefront of modern estate planning.

Responsibilities

• Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
• Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, and related planning instruments.
• Lead sophisticated client and advisor meetings with professionalism, clarity, and confidence.
• Collaborate with financial advisors, internal team members, and our 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 strong relationships with financial advisors and their leadership teams.
• Respond to client and advisor inquiries promptly and professionally.

Qualifications

• Juris Doctor degree from an accredited law school.
• Licensed to practice law and in good standing with at least one state bar.
• Minimum of 5 years of relevant experience in estate & trust planning.
• At least 3 years of advanced estate planning experience.

Required Skills

• Strong knowledge of estate planning, high-net-worth 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.

Preferred Skills

• No billable hour requirement.
• Competitive salary and benefits.
• 401(k) with employer match.
• Comprehensive health insurance.
• Paid time off.
• Flexible work arrangements.
• Collaborative team environment.

Hargrove Firm is committed to diversity and inclusivity in the workplace.