Trust Estate Planning Attorney

We are searching for a highly analytical applicant who is capable of working full time (remote possible) and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for our clients and their families and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Responsibilities: • Draft and file wills, trusts, and powers of attorney • Provide clients with information about retirement plans, charitable contributions, and insurance choices • Consult clients about your plans for distributing their assets • Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action • Ensure clients are effectively represented at court hearings as needed What You’ll Own: Client Representation & Case Management • Active participation in client matters from initial consultation through plan design, drafting, execution, and completion • Ensure a seamless, high-touch client experience throughout the planning process • Adhering to timelines, deliverables, and follow-ups to keep matters moving efficiently Estate Planning Design & Drafting • Design, draft, and review basic and advanced estate planning documents tailored to client needs • Prepare wills, revocable and irrevocable trusts, asset protection strategies, and related documents • Review documents for legal accuracy, consistency, and alignment with client goals Client Meetings & Counseling • Meet directly with clients to understand goals, explain legal options, and provide clear guidance • Translate complex legal concepts into practical, understandable advice • Build trust-based, long-term client relationships Professional Collaboration & Firm Growth • Collaborate with financial advisors, wealth managers, CPAs, and other professionals • Contribute to firm growth through relationship building and excellent client service • Support continuous improvement of firm processes and client experience Team Collaboration • Work closely with paralegals, legal assistants, and operations staff to deliver high-quality work • Lead matters in alignment with firm standards, workflows, and values • Serve as a positive, collaborative presence within the firm Our Core Values All candidates must align with Legacy Law Group’s values: • We Care – genuine care for clients, teammates, and outcomes • Seek Excellence – high standards in both effort and execution • Growth Mindset – coachable, reflective, continuously improving • Clarity – direct communication, clean handoffs, no ambiguity Qualifications: • At least 1-2 years of working in a law firm on on estate planning and probate law issues is necessary • Candidates should be great communicators, specifically in situations when emotions and stress are high • Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation • Active membership with the ABA (American Bar Association) • Undergraduate degree with a legal background and Juris Doctor degree required • 3+ years of experience in estate planning, asset protection, and trust administration • Juris Doctor (JD) from an accredited law school • Active Tennessee Bar license or ability to obtain promptly upon hire • LLM is a plus • Strong client communication, relationship-building, and leadership skills • Ability to adapt and thrive in a dynamic, growing firm Compensation: $80,000 - $120,000 plus bonus

• What You’ll Own: Client Representation & Case Management • Active participation in client matters from initial consultation through plan design, drafting, execution, and completion • Ensure a seamless, high-touch client experience throughout the planning process • Adhering to timelines, deliverables, and follow-ups to keep matters moving efficiently Estate Planning Design & Drafting • Design, draft, and review basic and advanced estate planning documents tailored to client needs • Prepare wills, revocable and irrevocable trusts, asset protection strategies, and related documents • Review documents for legal accuracy, consistency, and alignment with client goals Client Meetings & Counseling • Meet directly with clients to understand goals, explain legal options, and provide clear guidance • Translate complex legal concepts into practical, understandable advice • Build trust-based, long-term client relationships Professional Collaboration & Firm Growth • Collaborate with financial advisors, wealth managers, CPAs, and other professionals • Contribute to firm growth through relationship building and excellent client service • Support continuous improvement of firm processes and client experience Team Collaboration • Work closely with paralegals, legal assistants, and operations staff to deliver high-quality work • Lead matters in alignment with firm standards, workflows, and values • Serve as a positive, collaborative presence within the firm Our Core Values All candidates must align with Legacy Law Group’s values: • We Care – genuine care for clients, teammates, and outcomes • Seek Excellence – high standards in both effort and execution • Growth Mindset – coachable, reflective, continuously improving • Clarity – direct communication, clean handoffs, no ambiguity

Compensation:
$80,000-$120,000 per year