Attorney

Our client is an Estate Planning and Elder Law firm looking for an experienced, level-headed, A++ estate planning attorney.Desired Skills and ExperienceQualifications5+ years of estate planning experience required.Experience with taxable estates desired.Notary public or can be commissioned within a month.3 years of estate/trust admin or probate experience preferred.Licensed to practice law in Wisconsin or able to become licensed within 3 months.Primary DutiesMeeting with clients to determine estate planning needs.Supervising and reviewing the drafting of documents.Educating and advising clients clearly and compassionately.Managing caseload and hitting benchmarks.ResponsibilitiesLead cases from intake to closing.Design estate plans within client goals and budgets.Collaborate with team members.Train and supervise support staff.Write for their newsletter.Participate in firm development.EnvironmentSmall, boutique, reputable firmCompetitive salary and bonusBalance between home and work lifeSupportive team environmentRequirementsFor this position, they seek an experienced estate planner who needs no supervision in dealing with planning for taxable estates. You already know your way around GRATs, ILITs, SLATs. If you are not already familiar with the Wealth counsel and Elder Acounsel documents, you would need to learn them.You will immediately be taking on client matters. You will be responsible for handling a demanding load of client meetings, drafting/review of documents, and occasional litigation. You will review your cases and progress with the owner weekly.The SystemsOur client has written forms and procedures for the estate planning process. You must be willing to fully adopt the existing systems but also help continuously improve them. You would have a drafting paralegal to input data and create the documents you design with the clients. The Legal Assistant prints and flags the documents and scans and assembles the binders. You concentrate on the plan design, the document integrity, client education and question answering, and the client relationship.You will have measurable benchmarks (work accomplished and income generated) on a weekly, monthly, and quarterly basis.If you can supervise probate and trust administration, they can use that as well, but it is not required.SupervisoryAs the attorney, you will be leading paralegals and other staff. It is important that you can do this as a member of a team, not as a dictator.If you want to join an energized team like this, we’d love to hear from you!If you realize that the work environment can help you get your job done efficiently, with other people who love their job, while helping people who really need it, allow you to earn a great income, and also have a life outside of work, then you are the type of candidate we would like to meet.Why Work With UsGREAT PAY and BENEFITSFLEXIBILITY IN WORK SCHEDULESTABILITY & GROWTHPURPOSE-DRIVEN MISSIONThey Value Their Team and Offer:Health Insurance401(k)Paid HolidaysPaid Vacation / Sick TimeLife InsuranceContinuing Education BudgetIndividual office

Created: 2025-06-03