Estate Planning Attorney — No Billables, Flexible Hours

Hargrove Firm; United States; Remote; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive salary and benefits

401(k) with employer match

Comprehensive health insurance

Paid time off

Flexible work arrangements

Collaborative team environment

Job summary

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

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.

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.

Skills

Estate planning

Client-facing skills

Time management

Drafting & writing

Tech-enabled practice

Education

Juris Doctor degree

Bar admission (any state)

Job description

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