Estate Planning Attorney - Remote Consults

United Placement GroupEstate Planning Services

Eau Claire, Wisconsin, United States. Holmen, Wisconsin, United States. La Crosse, Wisconsin, United States. Madison, Wisconsin, United States. Green Bay, Wisconsin, United StatesContractMiddle

Salary not disclosed

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Job Details

Experience: 3+ years

Requirements

Licensed attorney in good standing in [state or states served]
3+ years of experience in estate planning (drafting and counseling)
Strong communication skills and comfort working with the 55+ demographic
Ability to explain complex concepts in clear, client-friendly terms
Professionalism, reliability, and respect for client time and confidentiality

Responsibilities

Conduct estate planning consultations with clients referred through our program
Review family, asset, and planning goals and recommend appropriate solutions
Draft or review core estate planning documents (wills, trusts, POAs, directives)
Coordinate with our internal team to finalize documents and implementation
Provide clear, practical guidance in plain language

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