Estate Planning Attorney — Client‑Facing, Mentored Growth

Oath Planning; Milwaukee (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Profit sharing

Mentorship

Flexible PTO

Health insurance

Dental insurance

Vision insurance

401(k) matching

Parental leave

Job summary

Oath Law & Oath Planning is hiring an Associate Attorney in Milwaukee, Wisconsin to work in-person with clients on estate and financial planning matters. You’ll be mentored by senior attorneys and advisors and will meet clients to understand goals and design personalized plans.

No prior estate planning experience required—we’ll teach you everything you need to know as you grow within our team, focusing on clear guidance and compassionate service in every meeting.

Qualifications

• Juris Doctorate and active law license.
• Excellent communication, problem-solving, and time management.
• Comfort with public speaking, persuasion, and education-based sales.
• Proficiency in Microsoft Office and Apple software preferred.
• Customer service experience preferred.
• Willingness to work early evenings twice a month.
• Reliable transportation—personal vehicle preferred.

Responsibilities

• Lead workshops and speaking events to educate potential clients on estate and financial planning options.
• Meet with clients in consultations, gather information, and help clients take action.
• Design and review personalized estate plans to align with client goals.
• Guide clients through document signing appointments, ensuring understanding of plans.
• Collaborate with attorneys, advisors, and staff to deliver seamless client service.
• Maintain detailed electronic records of client meetings and communications.
• Meet weekly with a mentor attorney for ongoing guidance and development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly to client needs via email and phone.

Skills

Communication skills

Problem solving

Time management

Education

Juris Doctorate

Tools

Microsoft Office

Apple software

Job description

Oath Law & Oath Planning is hiring an Associate Attorney in Milwaukee, Wisconsin to work in-person with clients on estate and financial planning matters. You’ll be mentored by senior attorneys and advisors and will meet clients to understand goals and design personalized plans.

No prior estate planning experience required—we’ll teach you everything you need to know as you grow within our team, focusing on clear guidance and compassionate service in every meeting.