Estate Planning Attorney

Veritas Legal Recruiting & Advising; Wisconsin; Remote; USD 150,000 - 210,000; Full time

Job summary

Veritas Legal Recruiting & Advising seeks a Wisconsin-barred trusts and estates attorney for a unique remote opportunity. Join a fast-growing firm focused on high-net-worth clients with complex estate planning needs; no billable hour requirement, strong base and bonus.

You will partner with advisors and clients to craft sophisticated estate plans, review documents, and manage engagements end-to-end while staying aligned with evolving regulations.

Qualifications

• Juris Doctor from an ABA-accredited law school.
• 7+ years of relevant experience in estate planning for HNW/UHNW clients.
• Demonstrated success navigating complex estate planning matters.
• Sophisticated communication and influencing skills on complex issues.
• Excellent written and verbal communication; highly organized and technically strong.

Responsibilities

• Conduct attorney engagement meetings with clients, assess their needs, and develop and craft estate planning strategies.
• Review estate planning documents, including wills, trusts, powers of attorney, and advance directives, for HNW and UHNW clients.
• Manage estate planning engagements from initial consultation through drafting, execution, and implementation.
• Partner with wealth managers and advisors as the subject matter expert to educate clients on estate planning matters.
• Navigate complex legal and financial issues relating to estate planning and potential tax implications.
• Collaborate with outside counsel and other professional advisors on complex, multistate, and cross-disciplinary estate planning matters.
• Monitor legislative, regulatory, and case-law developments and update planning strategies and templates accordingly.

Skills

Communication skills

Analytical thinking

Team leadership

Problem solving

Attention to detail

Education

Juris Doctor

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Job description

Unique remote opportunity for a sophisticated Wisconsin-barred trusts and estates attorney to join a newly formed, quickly growing, dynamic law firm dedicated solely to serving high-net-worth (“HNW”) and ultra-high-net-worth (“UHNW”) individuals with their complex estate planning needs. No billable hour requirement! Great base and bonus.

This role partners with advisors and clients to provide comprehensive estate planning, which may include advanced planning structures as well as document drafting. In this highly collaborative position, the estate planning attorney develops and implements sophisticated strategies for HNW and UHNW clients. As a trusted subject matter expert, you will guide clients and advisors through complex engagements while ensuring strategies remain aligned with evolving legal and regulatory requirements.

The firm offers a flexible work environment, supports personal and professional growth, and fosters a culture of supporting one another, its communities, and its clients.

Essential Functions

• Conduct attorney engagement meetings with clients, assess their needs, and develop and craft estate planning strategies
• Review estate planning documents, including wills, trusts, powers of attorney, and advance directives, for HNW and UHNW clients
• Manage estate planning engagements from initial consultation through drafting, execution, and implementation
• Partner with wealth managers and advisors as the subject matter expert to educate clients on estate planning matters
• Navigate complex legal and financial issues relating to estate planning and potential tax implications
• Collaborate with outside counsel and other professional advisors on complex, multistate, and cross-disciplinary estate planning matters
• Monitor legislative, regulatory, and case-law developments and update planning strategies and document templates accordingly

Required Experience

• Juris Doctor from an ABA-accredited law school
• 7+ years of relevant experience
• Deep experience in estate planning, including trusts, wills, and advance medical directives, with a focus on high-net-worth and ultra-high-net-worth individuals
• Demonstrated success navigating and solving complex estate planning matters
• Sophisticated communication and influencing skills on complex issues
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Highly organized, technically strong, and an enthusiastic, effective team leader
• Proficiency with Excel, Word, Outlook, Salesforce, and PowerPoint, with an emphasis on Excel