Estate Planning Associate Attorney — Hybrid Schedule & Growth

Messerli Kramer, P.A.; Saint Michael (MN); Hybrid; USD 95,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

HSA & FSA Accounts

401K with 4% company contribution

Paid time off

Paid company holidays

Life Insurance

Employee Assistance Program

Annual Marketing & Business Dev budget

Bar license and CLE reimbursements

Cell phone reimbursement

Gym reimbursement

Hybrid Remote Schedule

Job summary

Messerli Kramer, P.A. seeks an experienced Estate Planning Associate Attorney to join our St. Michael, MN office.

You will advise individuals and business owners on wills, trusts, probate avoidance, asset protection, and wealth transfer strategies, drafting a variety of estate planning documents with precision. The ideal candidate has 3+ years of estate planning experience, strong drafting skills, and the ability to build trusted client relationships.

Qualifications

• Juris Doctor degree from an accredited law school.
• Licensed to practice law in the applicable jurisdiction.
• 3+ years of estate planning, trust, or related experience preferred.
• Experience drafting sophisticated estate planning documents.

Responsibilities

• Meet with clients to assess estate planning needs and develop customized estate plans.
• Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related documents.
• Advise clients on estate, gift, and generation-skipping transfer tax considerations.
• Develop asset protection and wealth preservation strategies.
• Assist business owners with succession planning and ownership transition matters.
• Counsel fiduciaries, trustees, personal representatives, and beneficiaries regarding estate and trust administration.
• Collaborate with financial advisors, accountants, insurance professionals, and other advisors to implement client objectives.
• Conduct legal research and remain current on changes in estate planning, tax, trust, and probate laws.
• Maintain accurate case files and documentation in accordance with firm policies.
• Participate in business development, networking, community involvement, and client relationship-building activities.
• Manage probate and estate administration matters from initial intake meeting to final distribution of the estate.

Skills

Estate planning

Trust administration

Tax planning

Legal writing

Client counseling

Time management

Research

Document management

Education

Juris Doctor (J.D.)

Bar admission

Job description

Messerli Kramer, P.A. seeks an experienced Estate Planning Associate Attorney to join our St. Michael, MN office.

You will advise individuals and business owners on wills, trusts, probate avoidance, asset protection, and wealth transfer strategies, drafting a variety of estate planning documents with precision. The ideal candidate has 3+ years of estate planning experience, strong drafting skills, and the ability to build trusted client relationships.