Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Estate Planning Associate

BCG Attorney Search

Job Overview A law firm seeks an Estate Planning Associate in Milwaukee, WI. This role offers an opportunity to join a team recognized for its sophisticated estate planning practice, providing comprehensive services to both individual and business clients. The position involves addressing economic, tax, and personal concerns, fostering relationships built on trust and confidence. Duties Draft wills, trusts, and other estate planning instruments. Prepare and review federal transfer tax returns and income tax returns for trusts and estates. Advise on and implement estate plans, including charitable and business succession planning. Assist with the administration of estates and trusts. Collaborate with attorneys and support staff to deliver high-quality service. Perform other related duties as assigned. Requirements Minimum 3+ years of experience in estate planning law. Excellent research, writing, and drafting skills. Superior organizational and time management skills. Detail-oriented with a high degree of accuracy. Strong verbal and written communication skills. Commitment to client service, professional excellence, integrity, and teamwork. Interest in a collaborative, intellectually stimulating environment. Ability to work full-time, including variable hours. Education J.D. from an ABA-accredited law school. Certifications Admitted or eligible for admission to practice in the State of Wisconsin. Skills Research, writing, and drafting. Organizational and time management. Verbal and written communication. #J-18808-Ljbffr BCG Attorney Search

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Estate Planning Associate in Milwaukee, WI vacancy
  •  ...Description Job Description Top 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Milwaukee office....  ...substantial experience in the following: drafting complex estate plan and business succession planning documents for high net... 
    Suggested
    Work at office

    5 Legal

    Milwaukee, WI
    14 days ago
  •  ...Associate Agent Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money in real estate without closing a transaction. Apply... 
    Suggested
    Price work
    Contract work
    For contractors
    Work at office
    Local area
    Remote work
    Weekend work

    Rocket

    Milwaukee, WI
    14 hours ago
  •  ...Job Description Job Description MB Attorney Search is conducting a search on behalf of a confidential client for a Real Estate Associate to join its Real Estate and Land Use practice in either Milwaukee or Madison , Wisconsin. This opportunity is ideal for an... 
    Suggested

    MB Attorney Search

    Milwaukee, WI
    14 days ago
  • $225k - $310k

     ...Job Description Job Description About the Opportunity A national law firm is seeking a Trust & Estate Planning Associate with 1–4 years of relevant experience to join its established Estate Planning Practice Group in either Milwaukee or Madison, Wisconsin .... 
    Suggested

    MB Attorney Search

    Milwaukee, WI
    14 days ago
  •  ...Real Estate Associate Attorney We are seeking a highly motivated and experienced Real Estate Associate Attorney to join our dynamic team. As a key member of our Real Estate Practice Group, you will have the opportunity to work on a wide range of commercial real estate... 
    Suggested
    Work at office

    ImpactSearch Partners

    Milwaukee, WI
    1 day ago
  • $240k - $420k

     ...Direct Counsel is seeking a Real Estate Associate Attorney to join a leading Am Law firm's nationally recognized Real Estate Practice Group...  ...~ Medical, dental, and vision insurance ~401(k) retirement plan ~ Life and disability insurance ~ Adoption assistance ~... 
    Work at office

    Direct Counsel

    Milwaukee, WI
    1 day ago
  • Michael Best & Friedrich LLP’s growing Real Estate Practice is looking to add a Real Estate Midlevel Associate to our Green Bay, Madison , Milwaukee , or any of our...  ...and Local Bar Membership Fee Reimbursement Planning for the Future: 401(k) with Company Contribution... 
    Full time
    Temporary work
    Local area
    Remote work
    Flexible hours
    2 days per week

    Michael Best

    Milwaukee, WI
    3 days ago
  • Quarles & Brady is seeking a junior/mid-level associate to join our Real Estate and Land Use group in the Milwaukee or Madison office. Quarles has built a strong, Chambers-ranked real estate practice group in Milwaukee of 10 attorneys and professionals, who are part of... 
    Work at office

    Quarles & Brady

    Milwaukee, WI
    2 days ago
  • Job Overview A law firm seeks a Real Estate Associate in Milwaukee, WI. The successful candidate will manage commercial real estate transactions, providing comprehensive legal support from inception through closing. Duties Handle commercial real estate transactions, including... 

    BCG Attorney Search

    Milwaukee, WI
    1 day ago
  • $92.5k - $137.4k

    Milwaukee, WisconsinSurface Transportation - Transportation Planning /Full Time (40) /HybridJoin TKDA's Planning Services team and elevate your career in transportation planning. With us, you'll tackle meaningful projects, collaborate with industry experts, and find ample... 
    Full time
    Contract work
    H1b
    Work at office
    Work from home
    Visa sponsorship
    Work visa
    Monday to Friday
    Afternoon shift

    TKDA

    Milwaukee, WI
    1 day ago
  • $90k - $110k

     ...Join a trusted, full-service estate planning firm built for attorneys who want to plant roots and build something lasting. MWC Legal...  ...personal legal services and we are ready to add an experienced associate attorney who is prepared to carry a case load from day one.... 
    Immediate start

    Build My Great Team

    Milwaukee, WI
    14 hours ago
  •  ...Environmental Planner - Transmissionto join our Environmental Planning and Permitting (EPP) team in the Midwest region.This hybrid role...  ...-stage due diligence efforts for siting energy projects and associated infrastructure. Provide project management on mid- to large-sized... 
    Work at office
    Local area
    Worldwide
    Flexible hours

    AECOM

    Milwaukee, WI
    4 days ago
  • A leading insurance company is seeking a Business Insurance Agent in Milwaukee, Wisconsin. The ideal candidate will have over 3 years of experience in commercial insurance sales and a strong entrepreneurial mindset. Responsibilities include working with agency owners, ...
    Full time

    Farmers Insurance District 50

    Milwaukee, WI
    1 day ago
  • $60k

    A growing banking client is seeking a Business Loan Closer in Milwaukee. This role involves managing loan closings and ensuring compliance with bank procedures. Candidates should have at least five years of experience in legal or financial documentation along with strong...

    The Symicor Group

    Milwaukee, WI
    1 day ago
  •  ...conduct residential closings, walking clients through every document with clarity and confidence Coordinate with lenders, real estate agents, attorneys, and fellow closers to resolve issues and keep transactions on track Review title insurance commitments and conveyance... 

    Titus Talent Strategies

    Milwaukee, WI
    3 days ago
  • $24 - $30 per hour

    Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities ...
    Hourly pay
    Full time
    Part time
    Local area
    Night shift
    Early shift

    Tri City National Bank

    Milwaukee, WI
    6 hours ago
  •  ...Job Description Job Description A full-service business and litigation law firm is seeking a highly qualified associate to join its Real Estate group. The ideal candidate will have 3+ years of experience in general real estate transactional matters, such as leasing... 
    Work at office
    Immediate start

    5 Legal

    Milwaukee, WI
    4 days ago
  •  ...Job Description Job Description AmLaw 200 legal services provider seeks a highly-qualified Mid-level Associate to join its Real Estate team. The ideal candidate should have at least 5 years of experience in commercial real estate transactions. This candidate will... 

    5 Legal

    Milwaukee, WI
    5 days ago
  • $112.72k - $169.08k

     ...we would love to have you join us!Job DescriptionThe Global Real Estate analyst is responsible for leading lease administration...  ...Estate function. This includes supporting the Annual Operating Plan (AOP) process (pre-and-post activities), explaining variances to... 
    Full time
    Work experience placement
    Work at office
    Relocation
    Visa sponsorship
    Work visa
    Flexible hours

    Rockwell Automation

    Milwaukee, WI
    3 days ago
  •  ...our team of talented individuals today! *Please note - The pay rate will be based on experience. WHAT TAPCO HAS TO OFFER YOU Bonus Plan 10 Paid Holidays Paid Vacation and Personal Time Four Weeks of Paid Parental Leave with no waiting period 401K Plan with Employer Match... 
    Temporary work
    Work at office

    TAPCO (Traffic and Parking Control Co., LLC)

    Milwaukee, WI
    4 days ago
  •  ...Contractor | Remote About Exploring Dreams Travel Exploring Dreams Travel is a professional travel agency dedicated to helping clients plan seamless, memorable vacations. We specialize in cruises, resort stays, guided tours, and customized travel experiences. We... 
    For contractors
    Remote work

    Exploringdreams1

    Milwaukee, WI
    14 hours ago
  •  ...manufacturing environment. ** High School Diploma or equivalent required; Associate degree preferred. ** Strong Microsoft Office skills (Word,...  ...and promote a safe working environment. Review and execute planning worksheet action items daily. Convert Firm Planned Orders (... 
    Work at office

    SoloPoint

    Brown Deer, WI
    1 day ago
  • $21 - $25 per hour

     ...meet goals and put your customers to work. Primary Objectives of Position: The career navigator provides integrated workforce planning services to career center customers. Aids customers in developing, evaluating, and effectively initiating and implementing plans to... 
    Self employment
    Work at office
    Local area
    Immediate start

    Dynamic Workforce Solutions

    Milwaukee, WI
    2 days ago
  •  ...the Role: As a Trust Strategist, you will review trust and estate planning documents, provide guidance on trust administration and fiduciary...  ...Baird Financial Advisors, Market Directors, and other PWM associates. You will join a unique culture that values diverse... 
    Full time
    Work from home

    Baird

    Milwaukee, WI
    3 days ago
  • $19 - $20 per hour

     ...meeting goals and helping customers secure jobs. Primary Objectives of Position The career navigator provides integrated workforce planning services to career center customers, aiding them in developing, evaluating, and implementing plans to find employment or career... 
    Hourly pay
    Self employment
    Work at office
    Local area
    Immediate start

    Dynamic Workforce Solutions

    Milwaukee, WI
    5 hours ago
  • $117.5k - $222.99k

     ...Strategy Manager to lead product strategy and commercialization for assigned payer products and offerings. This role translates health plan customer needs, market trends, and client insights into differentiated product strategies and 12-24 month roadmaps in partnership... 
    Full time
    Work experience placement
    Remote work
    Flexible hours

    Milliman

    Brookfield, WI
    3 days ago
  • $117.5k - $222.99k

     ...people, inclusion, and sustainability. Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Worldwide
    Flexible hours

    Milliman

    Brookfield, WI
    14 hours ago
  • $12.5 - $15 per hour

    Kitchen Closer Share Apply Part-time $12.50 - 15.00 per hour Are you a night owl, like working 2nd shift, we have the current position available if this is what you're looking for: The team member is responsible for providing exceptional service while working ...
    Hourly pay
    Part time
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    Burger King

    Milwaukee, WI
    1 day ago
  • $60k

     ...member in a dynamic ~environment. ~Demonstrated knowledge in the structure and requirements of all types of loan processing, real estate and business documentation experience preferred. ~Proven ability to organize work, balance multiple priorities, and manage a... 
    Work at office
    Immediate start
    Flexible hours

    Symicor Group

    Milwaukee, WI
    more than 2 months ago
  • $28.09 - $37.44 per hour

     ...providing best in class service and support in the commercial real estate space. At First American we provide our teams with the support,...  ...medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan. First American
    Hourly pay
    Contract work
    Work at office
    3 days per week

    First American

    Milwaukee, WI
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Estate Planning Associate. Be the first to apply!