Job Description

An Estate Planning Attorney with 2 years' experience is need in the Milwaukee area to join an organically growing law practice. This role is ideal for a dedicated attorney early in their career with a passion for providing personalized estate planning services and helping clients achieve their long-term financial and familial goals.

Estate Planning Attorney Responsibilities:

• Estate Planning Services: Develop and implement comprehensive estate plans, including wills, trusts, and other essential estate planning documents tailored to individual client needs.
• Client Consultation: Conduct in-depth meetings with clients to gain an understanding of their objectives, financial situation, and family dynamics, ensuring personalized and effective estate planning strategies.
• Lifetime and Post-Mortem Planning: Advise clients on lifetime gifting, charitable planning, and post-mortem strategies, ensuring their wishes are honored and tax liabilities are minimized.
• Trust and Probate Administration: Manage trust administration and probate proceedings, providing guidance through the legal process with efficiency and care.
• Legal Research and Compliance: Stay up-to-date with relevant legal changes in estate planning and tax law, providing clients with informed and current advice.
• Relationship Building: Establish and maintain strong client relationships with ongoing communication and support, adapting plans as client needs evolve.

Estate Planning Attorney Qualifications:

• Juris Doctor (JD) from an accredited law school.
• Proven experience in estate planning, trust administration, or related legal areas.
• Active membership in the Wisconsin State Bar.
• Strong legal drafting, negotiation, and interpersonal skills.
• A client-oriented approach with the ability to deliver personalized and attentive service.
• Technological proficiency and willingness to learn new systems and procedures to more effectively complete the work.

Why Join Us:

• Impactful Work: Play a meaningful role in helping individuals and families secure their financial futures.
• Collaborative Atmosphere: Join a supportive team where collaboration and professional development are highly valued.
• Professional Growth: Opportunities for continued learning and advancement in estate planning expertise.

Crescent Edge Consulting

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