Trust and Estate Planning Associate

BCG Attorney Search; Madison (WI); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) Retirement plan

Disability and Life insurance

Adoption Assistance

Backup Care for Dependents

Job summary

BCG Attorney Search is seeking a Trust and Estate Planning Associate in Madison, Wisconsin. The ideal candidate will have 1-4 years of relevant experience and will engage in estate planning tasks for high-net-worth individuals.

Key responsibilities include drafting estate documents, supporting tax planning, and participating in estate administration. The role requires a JD from an ABA-accredited law school and bar admission in Wisconsin.

The firm offers comprehensive benefits including medical, dental, vision insurance, and a 401(k) retirement plan.

Qualifications

• 1-4 years of relevant experience in estate planning.
• Strong academic credentials.
• Active member of the Bar in good standing.

Responsibilities

• Draft estate planning and business succession documents.
• Support tax planning analyses for various transfers.
• Contribute to charitable planning and tax-exempt matters.
• Participate in estate and trust administration.
• Assist in preparing federal estate and gift tax filings.

Skills

Drafting skills

Analytical skills

Communication skills

Attention to detail

Education

JD from an ABA-accredited law school

Job description

Job Overview

A law firm seeks a Trust and Estate Planning Associate with 1-4 years of relevant experience to join its Estate Planning Practice Group in Madison, Wisconsin. The associate will engage in a variety of estate planning and administration tasks, supporting high-net-worth individuals and business owners.

Duties

• Draft estate planning and business succession documents.
• Support tax planning analyses for income, gift, estate, and generation‑skipping transfers.
• Contribute to charitable planning and tax‑exempt organization matters.
• Participate in estate and trust administration, including probate proceedings.
• Assist in preparing and reviewing federal estate and gift tax filings.

Requirements

• Strong drafting, analytical, and communication skills.
• Detail‑oriented with the ability to manage multiple matters effectively.
• Foundational understanding of estate planning, trust and estate administration, and related tax concepts.
• Interest in developing a long‑term practice in estate planning.

Education

JD from an ABA‑accredited law school.

Certifications

Active member in good standing of the Bar where admitted to practice. Timely admission to the Wisconsin Bar required.

Skills

Strong academic credentials.

Benefits

• Medical, Dental, and Vision insurance.
• 401(k) Retirement plan.
• Disability and Life insurance.
• Adoption Assistance.
• Backup Care for Dependents.