Remote Estate Planning Attorney for HNW/UHNW

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

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.