Estate Planning Attorney

Krause Estate Planning & Elder Law Center; Madison (WI); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Employer Paid Medical

Dental and Vision Options

Disability Insurance

401(k)

Flexible Spending Account

Employee Assistance Program

Identity Theft Protection

Job summary

Krause Estate Planning & Elder Law Center in Madison, WI is seeking an Estate Planning Attorney to deliver client-centered legal services, develop customized estate plans, draft core documents, and support estate administration in a collaborative, team-driven environment.

The attorney will meet with clients, draft wills and trusts, advise on retirement planning and Medicaid planning, and coordinate with financial advisors.

Qualifications

• Prior experience in Estate Planning is preferred.
• Juris Doctor Degree required.
• Active Wisconsin Law License required.

Responsibilities

• Assist clients in designing estate plans that align with their goals and budgets
• Conduct client meetings to gather information, understand client concerns, and explain planning options
• Draft timely and accurate estate planning documents including wills, basic trusts, and powers of attorney (POAs)
• Provide legal advice on retirement planning, charitable giving strategies, and insurance as it relates to estate planning
• Coordinate with financial advisors, tax professionals, and other third parties to implement client estate plans
• Respond to client inquiries regarding their estate plans in a timely and professional manner
• Collaborate with attorneys, paralegals, and legal assistants to move files through the estate administration process efficiently
• Monitor caseloads to ensure cases progress according to defined milestones and deadlines
• Delegate tasks to paralegals and legal assistants as appropriate and review their work to ensure quality and accuracy
• Contribute to the development and improvement of firm systems, processes, checklists, and templates
• Participate in internal training and meet all defined training benchmarks
• Actively network and engage in community-building efforts to develop relationships with local leaders and potential referral sources

Skills

Estate planning experience

Education

Juris Doctor Degree

Job description

Krause Estate Planning & Elder Law Center is seeking an Estate Planning Attorney to deliver high-quality, client-centered legal services. This role focuses on developing customized estate plans, drafting core documents, and supporting estate administration in a collaborative, team-driven environment.

JOB SUMMARY:

The Estate Planning Attorney will support the firm’s mission by delivering high-quality legal services in the area of estate planning. This role is responsible for assisting clients in developing customized estate plans, drafting basic legal documents, collaborating with internal and external professionals, and supporting the estate administration process.

KEY RESPONSIBILITIES:

• Assist clients in designing estate plans that align with their goals and budgets
• Conduct client meeting to gather information, understand client concerns, and explain planning options
• Draft timely and accurate estate planning documents including wills, basic trusts, and powers of attorney (POAs)
• Provide legal advice on retirement planning, charitable giving strategies, and insurance as it relates to estate planning
• Coordinate with financial advisors, tax professionals, and other third parties to implement client estate plans
• Respond to client inquiries regarding their estate plans in a timely and professional manner
• Collaborate with attorneys, paralegals, and legal assistants to move files through the estate administration process efficiently
• Monitor caseloads to ensure cases progress according to defined milestones and deadlines
• Delegate tasks to paralegals and legal assistants as appropriate and review their work to ensure quality and accuracy
• Contribute to the development and improvement of firm systems, processes, checklists, and templates
• Participate in internal training and meet all defined training benchmarks
• Actively network and engage in community-building efforts to develop relationships with local leaders and potential referral sources

WHAT'S REQUIRED?

• Prior experience in Estate Planning is preferred
• Juris Doctor Degree
• Active Wisconsin Law License

COMPENSATION AND BENEFITS:

• Base salary plus performance-based bonus structure, with additional quarterly earning potential
• Employer Paid Medical, plus Dental and Vision Options
• Disability/Critical Illness Insurance Options
• 401(k)
• Flexible Spending Account
• Employee Assistance Program
• Identity Theft Protection

WORK ENVIRONMENT:

Work from Madison office four days per week, with one designated remote day.

ABOUT US:

Krause Estate Planning & Elder Law Center offers comprehensive estate planning and elder law services for a wide range of matters, including wills, trusts, and Medicaid planning. We have locations in Oregon, Brookfield, and Madison, WI.