Estate & Tax Planning Attorney in Brookfield, WI

Law Firm

Brookfield, WI

Estate & Tax Planning Attorney in Brookfield, WI

Attorney

3-5 yrs required

No

Job Title: Senior Associate Estate Planning Attorney

Job Responsibilities:
- Meeting with clients to determine the best way to arrange their estate plans within their goals, desires, risk tolerance, and means.
- Supervising the drafting of the documents needed to execute the plan.
- Explaining the plan and supervising the signing of the documents.
- Periodically reviewing clients’ older plans and suggesting updates.
- For probate and trust administration, supervising paralegals and making decisions, and appearing in court (including prep) when necessary.
- Answering client inquiries in a professional way with quick response time.
- Managing a dynamic caseload and staying ahead of deadlines.
- Ensuring all legal work is completed efficiently, accurately, and on time.
- Tracking work time and reporting on work in progress.
- Assisting clients effectively by understanding their needs, analyzing situations, then strategizing and deciding on a proper course of action.
- Delegating to and reviewing the work of paralegals and legal assistants.
- Advising clients regarding retirement plans, charitable giving, and insurance.
- Collaborating with other attorneys and paralegals to effectively move files through the estate administration process.
- Making recommendations on the design, deployment, and execution of policies, procedures, processes, checklists, templates, forms, etc., to create systems that run the business efficiently and profitably.
- Networking and writing articles for the monthly newsletter.
- Keeping CLEs and law licenses up-to-date.
- Developing relationships with the community served and the leaders of that community.

Education and Experience Information:
- 5+ years of estate planning experience required. Experience with taxable estates is desired but not necessary.
- Must be good with basic technology. Experience with Windows 10 or 11 and Microsoft Office (Word, Excel, Outlook) is required. Experience with MS Teams, Adobe Acrobat Pro, and Actionstep is preferred but not required.
- Must be a notary public or be able to be commissioned within a month.
- Excellent references are required.
- 3 years of estate and trust administration and probate experience is preferable.
- Applicant must be a graduate of an accredited law school and must be licensed to practice law in Wisconsin or be able to be licensed within 3 months.
- Excellent communication skills, especially in highly stressful and emotional situations.
- Upbeat, self-starter, who has meticulous attention to detail, common sense, great interpersonal skills, and superior writing skills.

Salary Information:
- Base salary plus quarterly performance bonus structure up to $239,000.
- Guaranteed $165,000 in pay and bonuses over the next 4 full quarters after a 90-day probationary/training period.
- Starting base salary will be $100,000 to $135,000 per year depending on experience and intangibles.
- Quarterly bonuses are based objectively on productivity numbers.
- Total compensation can realistically be over $200,000 annually plus benefits.
- Not required to bring in clients, but if you do, you receive an additional bonus for those cases.
- Compensation is negotiable based upon experience and is subject to review after 90 days.

Other Requirements Include the Following:
- Conveys confidence in person and on the phone.
- Shows empathy to clients and puts them at ease during challenging times.
- Demonstrates exceptional communication skills.
- Able to hold yourself and others accountable.
- A go-getter with a strong work ethic.
- Book of portable business is a plus.

Environment:
- Small, boutique, reputable firm.
- Competitive salary and bonus.
- Balance between home and work life.
- Supportive environment where you're challenged with interesting work for interesting clients.

We Value Our Team and Offer The Following:
- Health Insurance.
- 401(k).
- Paid Holidays.
- Paid Vacation / Sick Time.
- Life Insurance.
- Continuing Education Budget.
- Individual office.

Why Work With Us:
- Great pay and benefits.
- Flexibility in work schedule.
- Stability and growth.
- Purpose: Our purpose is to be a steadfast family friend to our clients through Estate Planning, Elder Law, and Estate Administration services and advice.
- Vision: Our firm envisions a world where lawyers are seen as counselors and trusted advisors who enhance the lives of their clients through holistic counseling and service.

All qualified applicants will receive consideration without regard to race, age, color, sex, religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.