Trust And Estate Planning Attorney
Legacy Law Group, PLLC, Nashville, TN, United States
Overview
We are seeking a highly analytical, full-time Associate estate planning attorney with strong negotiation and organizational skills to join our growing firm. You will create various forms of trusts, powers of attorney, and related documents for our clients and their families, while educating them on their function and utility. 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 at least three years of experience in estate planning.
Responsibilities
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
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 with estate planning is a strong plus
Ability to adapt and thrive in a dynamic, growing firm
Compensation
$80,000 - $120,000 plus bonus
#J-18808-Ljbffr
We are seeking a highly analytical, full-time Associate estate planning attorney with strong negotiation and organizational skills to join our growing firm. You will create various forms of trusts, powers of attorney, and related documents for our clients and their families, while educating them on their function and utility. 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 at least three years of experience in estate planning.
Responsibilities
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
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 with estate planning is a strong plus
Ability to adapt and thrive in a dynamic, growing firm
Compensation
$80,000 - $120,000 plus bonus
#J-18808-Ljbffr