Estate Planning Attorney Job at Crescent Edge Consulting, Milwaukee, WI

ZnErZ29QWDRWbDA5VEdlVitCbzBwaUhk
  • Crescent Edge Consulting
  • Milwaukee, WI

Job Description

An Estate Planning Attorney with 2 years' experience is need in the Milwaukee area to join an organically growing law practice. This role is ideal for a dedicated attorney early in their career with a passion for providing personalized estate planning services and helping clients achieve their long-term financial and familial goals.

Estate Planning Attorney Responsibilities:

  • Estate Planning Services: Develop and implement comprehensive estate plans, including wills, trusts, and other essential estate planning documents tailored to individual client needs.
  • Client Consultation: Conduct in-depth meetings with clients to gain an understanding of their objectives, financial situation, and family dynamics, ensuring personalized and effective estate planning strategies.
  • Lifetime and Post-Mortem Planning: Advise clients on lifetime gifting, charitable planning, and post-mortem strategies, ensuring their wishes are honored and tax liabilities are minimized.
  • Trust and Probate Administration: Manage trust administration and probate proceedings, providing guidance through the legal process with efficiency and care.
  • Legal Research and Compliance: Stay up-to-date with relevant legal changes in estate planning and tax law, providing clients with informed and current advice.
  • Relationship Building: Establish and maintain strong client relationships with ongoing communication and support, adapting plans as client needs evolve.

Estate Planning Attorney Qualifications:

  • Juris Doctor (JD) from an accredited law school.
  • Proven experience in estate planning, trust administration, or related legal areas.
  • Active membership in the Wisconsin State Bar.
  • Strong legal drafting, negotiation, and interpersonal skills.
  • A client-oriented approach with the ability to deliver personalized and attentive service.
  • Technological proficiency and willingness to learn new systems and procedures to more effectively complete the work.

Why Join Us:

  • Impactful Work: Play a meaningful role in helping individuals and families secure their financial futures.
  • Collaborative Atmosphere: Join a supportive team where collaboration and professional development are highly valued.
  • Professional Growth: Opportunities for continued learning and advancement in estate planning expertise.

Job Tags

Similar Jobs

Uncommon Schools

5-12 Teacher - Middle, High School Teacher Job at Uncommon Schools

 ...Company Description Uncommon Schools is a nonprofit network of high-performing, public charter schools providing an outstanding K-12 education in historically under-resourced communities. We have proudly built schools that reflect our student population, with more than... 

Pyramid Consulting, Inc

Head of Philanthropy (Marketing and Communication) Job at Pyramid Consulting, Inc

 ...Continually evolve Philanthropic Initiative program to maximize community impact and employee engagement Implement and organize non-profit...  ...Serve as a communications resource on all philanthropic and social impact activities. Key Requirements and Technology... 

Catholic Charities of the Archdiocese of Newark

Substance Abuse Case Manager Job at Catholic Charities of the Archdiocese of Newark

 ...Archdiocese of Newark is currently seeking a Full Time Substance Abuse Case Manager for its St. Lucy's Shelter located in Jersey City, NJ. St. Lucy's Homeless Shelter is an 80 bed emergency shelter located in Jersey City that ensures safety and builds stability... 

SUP3RNOVA

Social Media Manager Job at SUP3RNOVA

 ...Job Description Salary: We are looking for a Social Media Manager to drive the development and execution of our clients...  ...management tools (e.g., Hootsuite, Buffer). Engage with online communities by responding to comments, messages, and mentions promptly.... 

Luxe Media LLC / Felix

Volunteer Advisory Board Member Job at Luxe Media LLC / Felix

 ...that demands initiative and imagination from every single team member that are heard, tested, and genuinely empowered to lead by example...  ...Felix Magazine by contributing to each issue. The Advisory Board solicits and writes articles for the luxury charity publication,...