
2 - 10 employees
Founded 2011
⚖️ Legal
☁️ SaaS
Legal • SaaS
Hargrove Firm is a law firm focused on estate planning that combines traditional legal accountability with a transparent, real-time technology platform. The firm emphasizes fixed-fee pricing and nationwide availability, serving both advisors and individual clients who need estate planning services. Its website and product UI indicate an integrated client-facing platform for case visibility, scheduling, client management, and progress tracking, designed to make estate planning faster, more transparent, and predictable in price.
🔥 17 hours ago
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2 - 10 employees
Founded 2011
⚖️ Legal
☁️ SaaS
Legal • SaaS
Hargrove Firm is a law firm focused on estate planning that combines traditional legal accountability with a transparent, real-time technology platform. The firm emphasizes fixed-fee pricing and nationwide availability, serving both advisors and individual clients who need estate planning services. Its website and product UI indicate an integrated client-facing platform for case visibility, scheduling, client management, and progress tracking, designed to make estate planning faster, more transparent, and predictable in price.
• Conduct virtual client meetings to gather information, clarify goals, and present tailored business planning strategies • Draft and review LLC and corporate formation documents, operating agreements, bylaws, and related instruments • Advise on business succession and exit planning, including buy-sell agreements and ownership transition strategies • Coordinate business planning with clients' estate plans, including entity structuring, asset protection, and intergenerational transfer of business interests • Lead client and advisor meetings • Collaborate with financial advisors, internal team members, and the of-counsel attorney network across all 50 states • Stay current on business, tax, and succession planning laws at federal and state levels • Advise clients on entity selection, ownership structuring, and business asset titling • Build and maintain relationships with financial advisors and their leadership teams • Respond to client and advisor inquiries promptly and professionally
• Juris Doctor degree from an accredited law school • Licensed to practice law and in good standing with at least one state bar • 3+ years of experience in business law, entity formation, and/or succession planning • Strong knowledge of business entity structuring and succession planning; experience integrating business and estate planning a plus • Excellent client-facing skills: ability to explain complex business and legal concepts clearly • Strong organizational, time-management, analytical, drafting, and writing skills • Comfort working in a technology-enabled legal practice • Genuine commitment to exceptional client service
• No billable hour requirement • Competitive salary and benefits • 401(k) with employer match • Comprehensive health insurance • Paid time off • Flexible work arrangements • A collaborative, national team
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