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.
Hargrove Firm
4 Remote Job Openings at Hargrove Firm
Facilitate the virtual estate planning process by managing secure online meetings and onboarding clients into the NetLaw system. Draft and review estate planning documents while coordinating communication between clients, attorneys, and financial advisors.
Design and deliver onboarding and training programs for legal staff while maintaining SOPs for estate planning practices. Conduct quality assurance reviews of client meetings and documentation to provide constructive feedback and improve firm-wide operational efficiency.
Own the full talent acquisition lifecycle for the legal function, focusing on proactive sourcing and pipeline building for attorneys and compliance specialists. Design innovative attraction strategies and partner with department heads to manage end-to-end recruitment and offer negotiations.
