Estate Planning amp Probate Associate Attorney

Profile

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

Company info

BCG Attorney Search
200 South Wacker Drive, 31st Floor
Chicago
Illinois
United States 60606
Phone : (312) 321-9411
Fax : (213) 895-7306