Louisville, Kentucky, United States · Remote Solely
About the Company 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 …
Skills: Estate Planning, High-Net-Worth Planning, Trust Funding, Client-Facing Skills, Analytical Skills
Louisville, Kentucky, United States · Remote Solely
Who We Are NetLaw Management Services Organization, Inc is a leading national law firm support company dedicated to collaborating with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Ke…
Skills: Estate Planning, Document Drafting, Case Management, Project Management, Microsoft Word
Louisville, Kentucky, United States · Remote Solely
ABOUT THE ROLE We are seeking a driven and creative Legal Talent Acquisition Manager to own the full talent acquisition lifecycle for our legal function. This is not a post-and-pray role. We need someone who thrives on p…
Skills: Proactive Sourcing, Pipeline Building, Boolean Search, LinkedIn Recruiter, Candidate Experience
Louisville, Kentucky, United States · Remote Solely
$70k–$85k/yr
About The Company Team Hargrove is a tech-enabled estate planning platform serving wealth management firms through an MSO structure. We power the estate planning services of an affiliated law firm, Hargrove Firm, with at…
Skills: Estate Planning, Legal Training, Quality Assurance, Onboarding, SOP Development
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The attorney will guide clients through the estate planning process and lead virtual meetings to present tailored strategies. Responsibilities include drafting complex estate documents and collaborating with financial advisors to ensure effective plan implementation.
Candidates must hold a Juris Doctor degree and be licensed to practice law in at least one state. A minimum of 5 years of experience in estate and trust planning, including 3 years of advanced planning, is required.
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 are growing and seeking an experienced Estate Planning Attorney to join our team.
This is an opportunity 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. The Estate Planning Attorney will guide clients through the planning process, lead virtual client meetings, advise on complex 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 interested in practicing at the forefront of modern estate planning.
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.
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.
Strong knowledge of estate planning, high-net-worth planning, and trust funding.
Excellent client-facing skills, including the ability to explain complex planning concepts clearly.
Strong organizational, time-management, analytical, drafting, and writing skills.
Comfort working in a technology-enabled legal practice.
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.
Collaborative team environment.
Hargrove Firm is committed to diversity and inclusivity in the workplace.
Estate, tax, and business succession planning | Attorney-led online estate planning
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.
Offices: Marketplace, Suite 124, 12910 Shelbyville Road, Louisville, KY 40243, US · Goodwin Square, Suite 201, 444 E. Main Street, Lexington, KY 40507, US
Estate, tax, and business succession planning | Attorney-led online estate planning
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.
Offices: Marketplace, Suite 124, 12910 Shelbyville Road, Louisville, KY 40243, US · Goodwin Square, Suite 201, 444 E. Main Street, Lexington, KY 40507, US