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Estate Planning Attorney

Role overview

Qualifications

  • 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

Responsibilities

  • Conduct virtual client meetings to gather information and present tailored estate planning strategies
  • Draft and review estate planning documents: wills, revocable trusts, irrevocable trusts
  • Lead client and advisor meetings with professionalism and clarity
  • Advise clients on asset titling, beneficiary designations, and trust funding

Key facts

Hard skills

Other skills

  • Organizational Skills
  • Analytical Skills
  • Communication
  • Time Management
  • Professionalism

About the company

Hargrove Firm logo

Hargrove Firm

Legal Services

Hargrove Firm provides estate, tax, and business succession planning legal services for individuals, families, business owners, and financial professionals. Through Hargrove Firm, advisors and RIAs can help clients access attorney-led estate planning through a modern, visible, fixed-fee process. The firm’s role is simple: bring legal accountability, experienced attorney guidance, and national estate planning capability into a process that can work inside the modern advisory relationship. Hargrove Firm supports clients and advisors with estate planning, trust planning, business succession planning, advanced tax planning, probate, trust administration, special needs planning, and related legal services. For advisory firms, Hargrove’s role is not only to provide legal credibility. It is to make the estate planning handoff clearer, more consistent, and easier for advisors to trust across offices, advisors, and states.

Company details

IndustryLegal Services
Company size2 - 10

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Job description

We're hiring: Estate Planning Attorney

$150,000+ based on experience | No billable hour requirement

 

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're growing and looking to add an Estate Planning Attorney to our team — we welcome candidates ranging from associate to senior level. The top of our range is reserved for attorneys bringing deep complex estate and trust planning experience and a proven ability to build and maintain relationships with RIA firms and financial advisors, client trust and advisor partnerships are core to how we work.

 

THE ROLE

This is a chance 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. You'll guide clients through the planning process, lead virtual client meetings, advise on 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 excited to practice at the forefront of modern estate planning, whether you're a few years into your career or a seasoned practitioner ready for more complex work.

 

WHAT YOU'LL DO

 
  • Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies

  • Draft and review estate planning documents: wills, revocable trusts, irrevocable trusts, and related instruments

  • Lead 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 team

  • Respond to client and advisor inquiries promptly and professionally

 

WHAT YOU BRING

 
  • 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 (more experienced candidates encouraged to apply: compensation scales with experience)

  • Strong knowledge of estate planning and trust funding; high-net-worth planning experience a plus

  • Excellent client-facing skills: you can explain complex planning concepts clearly

  • Strong organizational, time-management, analytical, drafting, and writing skills

  • Comfort working in a technology-enabled legal practice

  • A genuine commitment to exceptional client service

 

WHY HARGROVE

 
  • 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

 

Hargrove Firm is committed to diversity and inclusivity in the workplace

 

#EstatePlanning #TrustAndEstates #LegalJobs #AttorneyJobs #Hiring #RemoteLegal

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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