Estate Planning And Probate Attorney Job in Waukesha, WI Near Me - 325419 | BCGSearch.com

Estate Planning And Probate Attorney

Type Full-Time

Location Wisconsin - Waukesha

Job ID QL7U325419

Experience Level Junior Associate

Job Experience Min. 2 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Estate & Tax PlanningTrusts and Estates - General

2024-09-18 23:54:50

A law firm is seeking an Estate Planning and Probate Attorney for their office in Waukesha, WI. Here's a detailed job description:

Job Overview:

The Estate Planning and Probate Attorney will be responsible for providing effective representation to clients, including communication, drafting and reviewing estate planning and transaction documents, conducting research (including tax research), and maintaining significant client contact. The ideal candidate should possess at least 2+ years of relevant experience, an excellent academic background, and strong communication skills.

Duties:

  • Communicate effectively with clients to understand their estate planning and probate needs.
  • Draft and review various estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
  • Conduct thorough research on legal issues related to estate planning, including tax implications.
  • Represent clients in probate proceedings, including court appearances and negotiations with opposing parties.
  • Maintain accurate and up-to-date client files and documentation.
  • Provide guidance and advice to clients on matters related to estate administration and asset distribution.

Requirements:

  • Juris Doctor (J.D.) degree from an accredited law school.
  • Admission to the state bar of Wisconsin.
  • Minimum of 2+ years of experience practicing estate planning and probate law.
  • Strong academic background with a focus on estate planning and taxation coursework preferred.
  • Excellent written and verbal communication skills.
  • Ability to work independently and manage a caseload efficiently.
  • Attention to detail and strong analytical skills.

Certifications:

  • Admission to the State Bar of Wisconsin.

Skills:

  • Proficiency in drafting various estate planning documents.
  • Strong research skills, including tax research.
  • Excellent client communication and interpersonal skills.
  • Ability to manage multiple tasks and priorities effectively.
  • Knowledge of relevant state laws and regulations about estate planning and probate.

Benefits:

  • Competitive salary commensurate with experience.
  • Full benefits package including health insurance, short and long-term disability.
  • 401(k) retirement plan.
  • Profit-sharing opportunities.

Cramer Multhauf LLP was founded in 1973 by Attorneys Clayton Cramer and John Multhauf. Since its early days, the firm earned a reputation for providing excellent and high-end legal services to individuals and businesses in Waukesha County and southeastern Wisconsin. In the decades since its founding, the firm has greatly expanded in size and in the sophistication of the legal services it provides.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.