Estate Planning & Probate Associate Attorney

Job Overview

A law firm seeks a skilled and experienced Associate Attorney to join their practice in Milwaukee, Wisconsin. The ideal candidate will have 4-10 years of experience in estate planning, probate and trust administration, and related areas. This full-time position offers the opportunity to independently handle a diverse caseload while contributing to the firm’s business development efforts. The successful candidate will have a passion for building client relationships and growing a thriving practice in a collaborative and supportive environment.

Duties

• Independently manage a caseload in various areas of estate planning, probate, and fiduciary administration.
• Provide legal counsel in the preparation of complex estate plans, including tax-efficient strategies.
• Administer probate and trust matters from inception to resolution, including court proceedings when necessary.
• Assist clients with guardianships, special needs planning, and elder law issues.
• Handle fiduciary income tax preparation and other related tax matters.
• Offer transactional legal services for family-owned businesses, including entity formation and real estate transactions.
• Engage in fiduciary litigation and contested probate/guardianship cases.
• Build and maintain a client base through professional networking, community involvement, and other business development strategies.
• Develop relationships with key stakeholders, including financial advisors, accountants, and community partners.
• Provide high-quality, personalized legal services while managing client expectations and delivering timely results.

Requirements

• 4-10 years of experience practicing in estate planning, probate, and related legal fields.
• Demonstrated ability to manage a diverse and complex caseload independently.
• Proven entrepreneurial drive with experience building and maintaining a client base.
• Ability to establish strong relationships with professional partners and clients.
• Exceptional written and verbal communication skills.
• Strong attention to detail with excellent organizational and time management abilities.
• Knowledge of fiduciary income tax preparation, estate and gift tax planning, and related areas.
• Ability to handle contested probate and guardianship matters effectively.

Education

• Juris Doctor (J.D.) degree from an accredited law school.

Certifications

• Active license to practice law in Wisconsin.
• Additional certification or specialization in estate planning, tax law, or elder law is a plus.

Skills

• Excellent legal research and writing skills.
• Strong client relationship management and business development abilities.
• Ability to think creatively and offer practical legal solutions.
• Collaborative mindset with the ability to work well with team members and clients.
• Ability to balance multiple tasks and meet deadlines in a fast-paced environment.
• High level of professionalism and discretion in handling sensitive matters.

Benefits

• Health Insurance
• Paid Time Off (PTO)
• 401(k) with employer matching
• Life Insurance

This law firm was founded over six decades ago to provide cost effective and personalized services to small businesses and families. Their areas of practice include estate planning, real estate, business planning, elder law services, special needs trusts, tax planning, and guardianships. The firm is located in Wisconsin.