Estate Planning Attorney

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Attorney / Lawyer

👻 Ghost score 3%

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Logo of Hargrove Firm

Hargrove Firm

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.

📋 Description

• 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 • Collaborate with financial advisors, internal team members, and an 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 to client and advisor inquiries promptly and professionally

🎯 Requirements

• 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 estate & trust planning • Strong knowledge of estate planning and trust funding • High-net-worth planning experience a plus • Excellent client-facing skills and ability to explain complex planning 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

🏖️ Benefits

• 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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