Associate Estate Attorney

Legacy Law Group, PLLC

Associate Estate Attorney

Brentwood, TN
Full Time
Paid
  • Responsibilities

    We are searching for a highly analytical applicant who is capable of working full-time 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 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: • Consult clients about your plans for distributing their assets • Educate clients about options for retirement, donating to charity, and purchasing insurance • Attend court proceedings as needed to represent clients • Organize and maintain client files to ensure they are kept current • Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action 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: • Candidates should be great communicators, specifically in situations when emotions and stress are high • Bachelor’s degree with a legal background and J.D. degree are required • Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation • Active membership with the ABA (American Bar Association) • 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 • L.M. is a plus • Strong client communication, relationship-building, and leadership skills • Experience withis a strong plus • 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