Estate Planning and Probate Attorney

Profile

Job Overview

A law firm seeks an Estate Planning and Probate Attorney in Madison, WI. This role involves delivering high-quality legal services focused on estate planning and probate matters, including developing customized estate plans and supporting estate administration in a collaborative environment.

Duties

• Assist clients in designing estate plans that align with their goals and budgets.
• Conduct client meetings to gather information and explain planning options.
• Draft estate planning documents, including wills, trusts, and powers of attorney.
• Provide legal advice on retirement planning and charitable giving strategies.
• Coordinate with financial advisors and tax professionals to implement estate plans.
• Respond to client inquiries regarding their estate plans promptly.
• Collaborate with legal staff to efficiently manage estate administration processes.
• Monitor caseloads to ensure timely progress and adherence to deadlines.
• Delegate tasks to paralegals and review their work for quality and accuracy.
• Contribute to the development of firm systems and processes.
• Participate in internal training and meet defined benchmarks.
• Engage in community-building efforts to develop referral sources.

Requirements

• Prior experience as an Attorney is preferred.
• Active Wisconsin Law License.
• Wisconsin State Bar Admission.

Education

• Juris Doctor Degree.

Certifications

• Active Wisconsin Law License.

Skills

• Strong communication and client management skills.
• Ability to work collaboratively in a team-driven environment.
• Proficiency in drafting legal documents.

Benefits

• 401(k).
• Health insurance.
• Paid time off.
• Vision insurance.
• Dental insurance.
• Flexible spending account.
• Life insurance.
• Employee assistance program.

Company info

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