Estate Planning and Probate Attorney

Estate Planning and Probate Attorney Opportunities at

Crow Estate Planning and Probate

Clarksville, TN

Crow Estate Planning & Probate, PLC is a reputable and fast-growing estate planning law firm with offices in Nashville, TN, Clarksville, TN, Springfield, TN and Hopkinsville, KY. Our mission is to provide our clients with exceptional legal services in the areas of estate planning, probate, conservatorships, and business planning. We currently have 18 employees, including 8 attorneys. 

We are seeking a full-time attorney with a strong focus on estate planning and probate. The ideal candidate will have experience and a genuine passion for working directly with clients, as our practice is highly client-centric. This is a fast-paced, demanding position involving daily interactions with multiple clients, making it an excellent fit for individuals who thrive on personal engagement and building relationships. Candidates who prefer limited client interaction may find this role less suitable.

Core Values

• We treat one another as we would want to be treated ourselves. 
• We prioritize continuous learning, understanding that it is an essential element of success in the ever-evolving legal landscape as well as personal development. 
• We highly value open debate, acknowledging that all perspectives are instrumental in forging the best path forward. 
• Our workplace is characterized by an atmosphere of camaraderie and laughter, which fuels a harmonious and productive work environment. 
• We maintain that ego should never overshadow the importance of teamwork and the shared objective of serving our clients. 
• Character and integrity are fundamental components of a successful law practice. 

Our Clientele

Our typical client is 50 years old or older, primarily female, a grandparent, on the conservative side, and has retired or is about to retire. They rightfully expect a high level of client service, personal attention, and superior expertise. Our goal is to provide an excellent customer experience for the client and build our relationship with them to better understand their goals and the legacy they seek to protect. 

The Right Fit for This Position

• Candidates should possess at least 5+ years experience and a thorough understanding and expertise in federal gift, estate, and generation-skipping taxes. The ability to unravel and simplify the intricacies of these tax structures is paramount.
• Preference will be given to those clients with a previously established estate planning or probate practice in Tennessee.
• Preference will be given to applicants holding an LLM in estate planning, CPA certification, or substantially concentrated in estate planning in law school. These qualifications signify a high level of dedication to mastering the nuances of this field.
• This position demands an intense and fast-paced work schedule. However, our team is deeply committed, highly supportive, and values collaboration.
• The ideal candidate will possess excellent interpersonal skills, with the ability to effectively communicate with clients and colleagues alike. They should be able to translate complex legal concepts into easily understandable terms, all while maintaining professionalism.
• Kindness, approachability, and a client-first mindset are attributes we greatly value. Our goal is to ensure our clients feel informed and confident throughout their estate planning process.
• Candidates that have a mastery of WealthCounsel are a plus.

All inquiries will be held in the strictest of confidence.

Please note that only candidates that have experience in estate planning, have a tax background, or recent law school course work in estate planning (beyond the typical wills and estate class) will be considered. If you are looking to transition from a completely different practice area, such as criminal law or personal injury, we are likely not the best fit for you.

Key Responsibilities

Estate Planning:

• Draft and review legal documents including wills, trusts, powers of attorney, and living wills.
• Provide legal advice to clients on estate planning strategies to ensure asset protection, tax minimization, and the distribution of wealth according to their wishes.
• Conduct client interviews to gather information and understand their estate planning needs and goals.

Probate:

• Represent personal representatives to administer the distribution of decedent’s estates.
• Advise clients on the collection, valuation, and distribution of assets; prepare and file necessary court documents such as inventories and accountings.
• Advise on the settlement of debts and taxes, and the resolution of any disputes among beneficiaries or third parties.

Conservatorships:

• File petitions for the appointment of conservators and represent clients in conservatorship proceedings.
• Advise conservators on their duties and responsibilities, including asset management, care arrangements, and reporting requirements.
• Assist in managing the affairs of incapacitated adults, ensuring their financial and personal well-being.

Business Planning:

• Advise business owners on legal aspects of business formation, structure, governance, and succession planning.
• Create LLCs, corporations, and partnerships
• Draft, review, and negotiate business agreements and contracts, such as partnership agreements, operating agreements, and buy-sell agreements.
• Provide legal guidance on compliance with federal, state, and local laws affecting the business.

Real Estate:

• Represent buyers, sellers, and investors in real estate transactions, including drafting, reviewing, and negotiating purchase agreements, leases, and financing documents.
• Represent individuals in quiet title actions and partition suits.

General Responsibilities:

• Maintain current knowledge of laws and regulations in estate planning, probate, conservatorships, business planning, and real estate.
• Establish and maintain client relationships, providing high-quality legal advice and service.
• Collaborate with other professionals, such as accountants, financial advisors, and real estate agents, to provide comprehensive services to clients.
• Participate in business development activities to expand the firm’s client base and areas of service.
• Maintain confidentiality and adhere to professional ethics, upholding the firm’s reputation and client trust.
• Contribute to team efforts, supporting junior staff and providing mentorship when needed
• Continually update skills and knowledge through continuing legal education (CLE) and professional development opportunities

Desired Attributes

Integrity and Ethical Behavior: 

• The candidate should demonstrate high ethical standards and professionalism in all aspects of their work, and be able to represent the firm in a manner that aligns with its values and mission.

Sense of Humor: 

• Candidate should enjoy laughing and have a work hard/play hard mentality.

Self-Starter: 

• Candidates should be independent and not require constant prodding or oversight.

Excellent Communication Skills: 

• The candidate must be able to communicate effectively both in writing and verbally, and be adept at presenting ideas and strategies to clients.

Attention to Detail: 

• The candidate should possess a keen eye for detail, ensuring that all estate planning documents, deeds, and other pleadings are free of error and are good order.

Problem-solving Skills: 

• The candidate must be able to identify challenges and opportunities, and develop practical, effective solutions to achieve clients’ goals.

Results-oriented Mindset: 

• The candidate should be focused on achieving measurable results and be able to demonstrate a track record of success in previous roles.

Collaborative Spirit: 

• The candidate should be a team player who is able to work effectively clients, staff, attorneys, and the administrative team to achieve shared goals.

Resilience and Persistence: 

• The candidate should be able to maintain focus and determination in the face of challenges and setbacks, and continue working towards marketing objectives even in difficult circumstances.

Accessible: 

• Because this is a remote position, the right candidate should be easily accessible to clients and staff who may have questions.

Compensation

We offer competitive salaries and desire candidates that are looking for long term employment and the ability to grow with the firm. 

• Salaried position with compensation based upon experience level 
• Vacation is gained on an accrual basis 
• 5 paid sick days/personal days 
• Paid holidays 
• Health insurance 
• Short term disability 
• Long term disability 
• Life insurance 
• We offer vision, dental, and critical illness insurance, but we do not offer compensation for those currently 
• Retirement plan with 3% matching by employer after one year of employment 

Job Type: In-person in Clarksville, TN