Estate Planning Associate

BCG Attorney Search; Milwaukee (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

BCG Attorney Search in Milwaukee, WI is seeking an Estate Planning Associate to join a sophisticated estate planning practice serving individuals and businesses. The role emphasizes drafting wills and trusts, tax return work for trusts and estates, and implementing estate plans with a collaborative team.

You will work closely with attorneys to deliver high-quality service, participate in client matters, and contribute to a dynamic, professional environment in a full-time capacity.

Qualifications

• Minimum 3+ years of experience in estate planning law.
• Excellent research, writing, and drafting skills.
• Superior organizational and time management skills.
• Detail-oriented with a high degree of accuracy.
• Strong verbal and written communication skills.
• Commitment to client service, professional excellence, integrity, and teamwork.
• Interest in a collaborative, intellectually stimulating environment.
• Ability to work full-time, including variable hours.

Responsibilities

• Draft wills, trusts, and other estate planning instruments.
• Prepare and review federal transfer tax returns and income tax returns for trusts and estates.
• Advise on and implement estate plans, including charitable and business succession planning.
• Assist with the administration of estates and trusts.
• Collaborate with attorneys and support staff to deliver high-quality service.
• Perform other related duties as assigned.

Skills

Research skills

Writing skills

Drafting skills

Organizational skills

Time management

Communication skills

Education

J.D. from ABA-accredited law school

Job description

Job Overview

A law firm seeks an Estate Planning Associate in Milwaukee, WI. This role offers an opportunity to join a team recognized for its sophisticated estate planning practice, providing comprehensive services to both individual and business clients. The position involves addressing economic, tax, and personal concerns, fostering relationships built on trust and confidence.

Duties

• Draft wills, trusts, and other estate planning instruments.
• Prepare and review federal transfer tax returns and income tax returns for trusts and estates.
• Advise on and implement estate plans, including charitable and business succession planning.
• Assist with the administration of estates and trusts.
• Collaborate with attorneys and support staff to deliver high-quality service.
• Perform other related duties as assigned.

Requirements

• Minimum 3+ years of experience in estate planning law.
• Excellent research, writing, and drafting skills.
• Superior organizational and time management skills.
• Detail-oriented with a high degree of accuracy.
• Strong verbal and written communication skills.
• Commitment to client service, professional excellence, integrity, and teamwork.
• Interest in a collaborative, intellectually stimulating environment.
• Ability to work full-time, including variable hours.

Education

• J.D. from an ABA-accredited law school.

Certifications

• Admitted or eligible for admission to practice in the State of Wisconsin.

Skills

• Research, writing, and drafting.
• Organizational and time management.
• Verbal and written communication.