Estate Planning Attorney Job at Crescent Edge Consulting, Milwaukee, WI

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  • Crescent Edge Consulting
  • Milwaukee, WI

Job Description

An Estate Planning Attorney with 2 years' experience is need in the Milwaukee area to join an organically growing law practice. This role is ideal for a dedicated attorney early in their career with a passion for providing personalized estate planning services and helping clients achieve their long-term financial and familial goals.

Estate Planning Attorney Responsibilities:

  • Estate Planning Services: Develop and implement comprehensive estate plans, including wills, trusts, and other essential estate planning documents tailored to individual client needs.
  • Client Consultation: Conduct in-depth meetings with clients to gain an understanding of their objectives, financial situation, and family dynamics, ensuring personalized and effective estate planning strategies.
  • Lifetime and Post-Mortem Planning: Advise clients on lifetime gifting, charitable planning, and post-mortem strategies, ensuring their wishes are honored and tax liabilities are minimized.
  • Trust and Probate Administration: Manage trust administration and probate proceedings, providing guidance through the legal process with efficiency and care.
  • Legal Research and Compliance: Stay up-to-date with relevant legal changes in estate planning and tax law, providing clients with informed and current advice.
  • Relationship Building: Establish and maintain strong client relationships with ongoing communication and support, adapting plans as client needs evolve.

Estate Planning Attorney Qualifications:

  • Juris Doctor (JD) from an accredited law school.
  • Proven experience in estate planning, trust administration, or related legal areas.
  • Active membership in the Wisconsin State Bar.
  • Strong legal drafting, negotiation, and interpersonal skills.
  • A client-oriented approach with the ability to deliver personalized and attentive service.
  • Technological proficiency and willingness to learn new systems and procedures to more effectively complete the work.

Why Join Us:

  • Impactful Work: Play a meaningful role in helping individuals and families secure their financial futures.
  • Collaborative Atmosphere: Join a supportive team where collaboration and professional development are highly valued.
  • Professional Growth: Opportunities for continued learning and advancement in estate planning expertise.

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