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Hargrove Firm

Estate Planning Attorney

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-timeLouisville, KY, USARemote

About the Job

Requirements

  • Juris Doctor degree from an accredited law school.
  • Licensed to practice law and in good standing with at least one state bar.
  • At least 3 years of experience in estate and trust planning; more experienced candidates are encouraged to apply.
  • Strong knowledge of estate planning and trust funding; high-net-worth planning experience is a plus.
  • Ability to explain complex planning concepts clearly to clients.
  • Strong organizational, time-management, analytical, drafting, and writing skills.
  • Comfort working in a technology-enabled legal practice.
  • Commitment to exceptional client service.

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 instruments.
  • Lead client and advisor meetings with professionalism, clarity, and confidence.
  • Collaborate with financial advisors, internal team members, and the firm's 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.

Desired Qualifications

  • High-net-worth planning experience.

About the Company

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