Trusts & Estates Associate Attorney

Jobot; Milwaukee (WI); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer matching

Paid time off and holidays

Partnership potential

Professional development and mentoring

Collaborative culture

Job summary

Jobot is seeking a Trusts & Estates Associate Attorney in Milwaukee to develop a sophisticated practice advising individuals, families, and fiduciaries on estate planning, wealth preservation, and trust administration.

The role offers a competitive base with opportunities for performance bonuses, comprehensive benefits, and a clear path to partnership within a respected national firm.

Qualifications

• 2–5 years of experience in trusts and estates law.
• Background in estate planning, trust administration, or fiduciary litigation.
• Experience with tax and wealth transfer planning preferred.
• Exposure to martial property disputes, guardianships, trust modification, or trust reformation is a plus.
• Excellent interpersonal and client communication skills.

Responsibilities

• Advise individuals and families on estate planning and wealth transfer strategies.
• Prepare and implement estate plans, including wills, trusts, powers of attorney, and related documents.
• Counsel fiduciaries and beneficiaries regarding trust and estate administration matters.
• Handle matters involving trust administration, estate administration, and fiduciary responsibilities.
• Assist with fiduciary litigation and disputes involving trusts and estates.
• Work on matters involving marital property disputes, guardianships, and trust modifications and reformations.
• Advise clients on tax-efficient estate planning and wealth transfer strategies.
• Conduct legal research, draft legal memoranda, and prepare estate planning and administration documents.
• Develop and maintain client relationships while providing personalized legal guidance.

Skills

Legal research

Legal writing

Client communication

Interpersonal skills

Education

J.D. from ABA-accredited law school

Wisconsin Bar admission or waiver

Job description

Trusts & Estates Associate Attorney

$150000 - $200000 per year | Milwaukee, WI | On-site | Permanent

A bit about us:

A well-established, full-service business law firm with more than 200 attorneys and multiple offices throughout the United States. The firm represents a diverse range of clients, providing sophisticated legal counsel across a broad spectrum of practice areas. Known for its business-oriented approach, commitment to exceptional client service, and collaborative environment, the firm offers attorneys the opportunity to work on sophisticated matters while developing meaningful client relationships.

Why join us?

• Competitive Compensation: Attractive base salary with performance-based bonus opportunities.
• Comprehensive Benefits: Medical, dental, and vision insurance options.
• Retirement Planning: 401(k) plan with employer matching contributions.
• Paid Time Off: Generous PTO, paid holidays, and opportunities to maintain a healthy work-life balance.
• Partnership Potential: Clear opportunities for professional advancement and a pathway to partnership.
• Career Development: Work alongside experienced attorneys on sophisticated litigation matters with opportunities to grow your practice.
• Collaborative Culture: Join a supportive, team-oriented environment that values mentorship, professional development, and long-term career success.

Job Details

Our client is seeking a motivated Trusts & Estates Associate Attorney to join its established Trusts & Estates practice in Milwaukee. This is an excellent opportunity for an attorney interested in developing a sophisticated practice advising individuals, families, and fiduciaries on estate planning, wealth preservation, and trust and estate administration.

Responsibilities

• Advise individuals and families on estate planning, wealth preservation, and wealth transfer strategies.
• Assist with the preparation and implementation of estate plans, including wills, trusts, powers of attorney, and related documents.
• Counsel fiduciaries and beneficiaries regarding trust and estate administration matters.
• Handle matters involving trust administration, estate administration, and fiduciary responsibilities.
• Assist with fiduciary litigation and disputes involving trusts and estates.
• Work on matters involving marital property disputes, guardianships, and trust modifications and reformations.
• Advise clients on tax-efficient estate planning and wealth transfer strategies.
• Conduct legal research, draft legal memoranda, and prepare estate planning and administration documents.
• Develop and maintain client relationships while providing thoughtful, personalized legal guidance.

Qualifications

• 2–5 years of experience in trusts and estates law.
• Background in estate planning, trust administration, or fiduciary litigation.
• Experience with tax and wealth transfer planning preferred.
• Exposure to marital property disputes, guardianships, trust modification, or trust reformation is a plus.
• J.D. from an ABA-accredited law school.
• Wisconsin Bar admission or eligibility to waive into the Wisconsin Bar.
• Strong academic credentials, research and writing skills, and attention to detail.
• Excellent interpersonal and client communication skills.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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