Job Description

Our client is an Estate Planning and Elder Law firm looking for an experienced, level-headed, A++ estate planning attorney.

Estate Planning is Crucial

Do you want to work where you are a respected estate planner instead of treating the practice area as an afterthought? You want to be a happy attorney? You want money? You want to earn the respect of your peers? You want work-life balance to be with your kids? We want those things for you, too. You help our client achieve their goals, and they will help you achieve yours.

Our client is seeking a full-time attorney but would consider part-time for a great candidate. Your schedule could be hybrid with work-from-home days depending on client needs. You would be onsite more often in the first couple of months for onboarding and training on systems. Once integrated, you can design your schedule to meet the clients’ needs and your production benchmarks.

Breaking the Mold

You will be investing yourself to grow the firm and create a culture that will break the mold and change people’s lives. Not only clients’ lives, but team members’ lives. You believe: “good enough” sucks; you push harder and achieve more.

You must understand and embody the Core Principles: Love, Compassion, Integrity, Teamwork, and the constant Pursuit of Excellence . We want clients to become raving fans. They strive to deliver an experience that is above and beyond the norm. You will be so awesome that you have a cult of raving fan clients.

Requirements

For this position, they seek an experienced estate planner who needs no supervision in dealing with planning for taxable estates. You already know your way around GRATs, ILITs, SLATs. If you are not already familiar with the Wealth counsel and Elder Acounsel documents, you would need to learn them.

You will immediately be taking on client matters. You will be responsible for handling a demanding load of client meetings, drafting/review of documents, and occasional litigation. You will review your cases and progress with the owner weekly.

The Systems

Our client has written forms and procedures for the estate planning process. You must be willing to fully adopt the existing systems but also help continuously improve them. You would have a drafting paralegal to input data and create the documents you design with the clients. The Legal Assistant prints and flags the documents and scans and assembles the binders. You concentrate on the plan design, the document integrity, client education and question answering, and the client relationship.

You will have measurable benchmarks (work accomplished and income generated) on a weekly, monthly, and quarterly basis.

If you can supervise probate and trust administration, they can use that as well, but it is not required.

Supervisory

As the attorney, you will be leading paralegals and other staff. It is important that you can do this as a member of a team, not as a dictator.

If you want to join an energized team like this, we’d love to hear from you!

What are some of the characteristics that you must have?

• You see the glass half full. Our client has no tolerance for toxic people and workplace drama.
• Their team is outstanding and does amazing work. They communicate all the time and openly. They acknowledge mistakes and apologize when they have affected others negatively.
• They are looking for someone who is not afraid of Windows computers. You must be proficient with Microsoft Office and basic case management.
• You must be someone who not only “follows” policies and procedures but embraces them and is thankful they exist.
• You must have emotional intelligence and empathy. You must be a team player. The team is growing, and you will be instrumental in that growth.
• You need to be able to talk to clients and staff in a manner that is confident, kind, and candid.
• You must be able and willing to confront issues early and head-on to help the team grow and thrive.
• While it is important to show that you care about the clients, it is more important to actually care about them.

If you realize that the work environment can help you get your job done efficiently, with other people who love their job, while helping people who really need it, allow you to earn a great income, and also have a life outside of work, then you are the type of candidate we would like to meet.

Desired Skills and Experience

Qualifications

• 5+ years of estate planning experience required.
• Experience with taxable estates desired.
• Notary public or can be commissioned within a month.
• 3 years of estate/trust admin or probate experience preferred.
• Licensed to practice law in Wisconsin or able to become licensed within 3 months.

Primary Duties

• Meeting with clients to determine estate planning needs.
• Supervising and reviewing the drafting of documents.
• Educating and advising clients clearly and compassionately.
• Managing caseload and hitting benchmarks.

Responsibilities

• Lead cases from intake to closing.
• Design estate plans within client goals and budgets.
• Collaborate with team members.
• Train and supervise support staff.
• Write for their newsletter.
• Participate in firm development.

Environment

• Small, boutique, reputable firm
• Competitive salary and bonus
• Balance between home and work life
• Supportive team environment

Why Work With Us

• GREAT PAY and BENEFITS
• FLEXIBILITY IN WORK SCHEDULE
• STABILITY & GROWTH
• PURPOSE-DRIVEN MISSION

They Value Their Team and Offer:

• Health Insurance
• 401(k)
• Paid Holidays
• Paid Vacation / Sick Time
• Life Insurance
• Continuing Education Budget
• Individual office

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