Estate Planning Attorney

New

Madison, Wisconsin, United States. Milwaukee, Wisconsin, United States. Green Bay, Wisconsin, United States. Mequon, Wisconsin, United States. La Crosse, Wisconsin, United StatesFull-TimeMiddle

Salary not disclosed

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Job Details

Requirements

Licensed attorney in good standing.
Current focus on estate planning.
Experience with wills, trusts, POAs, and related planning documents.
Solo or small firm practitioner status.
Ability to take on additional client matters.
Strong client communication skills.
Commitment to quality legal work.
Ability to integrate partner systems into existing workflow.

Responsibilities

Provide estate planning consultations to pre-qualified clients.
Draft and review estate planning documents consistent with program standards.
Conduct virtual or in-office signings as appropriate in your jurisdiction.
Maintain professional communication and timely turnaround on client matters.
Integrate program systems and processes into your existing workflow.

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