Estate Planning Associate — Crafting Trusts & Tax-Smart Estates

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

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.