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Title : Estate Planning/probate Law Attorney

Location : Wisconsin - Madison
Refer to Job # XCPU740007

Estate Planning/Probate Law Attorney Duties : Will meet with prospective clients for consultations and gather all necessary information to draft estate plans; Conduct existing client meetings to discuss possible changes or upgrades to estate plans; Prepare flowcharts and design paperwork; Draft estate plans using WealthDocs software; Conduct document signing appointment with client, including notarization of all documents; Explain estate plan to clients and answer any questions or address any concerns that they may have; Promptly respond to any client phone calls or e-mails; Keep detailed notes of all meetings and phone calls and make sure that notes are maintained inside the client file; Represent clients in probate and trust administration cases; Appear in probate court when necessary; Regularly meet with attorney to discuss complicated client matters; Attend continuing legal education events; Attend networking events; Other duties and projects as assigned. Requirements : The candidate should have knowledge of income, gift and estate tax laws. Prior experience in Estate Planning is a plus; Excellent working knowledge of Microsoft Office Suite, especially Word, and Excel is required. Excellent verbal, written and interpersonal skills; Top-notch organizational skills, time management, attention to detail, proofreading and grammatical skills; Ability to multi-task, exercise logical and proactive thinking and set priorities while meeting deadlines; and the ability to maintain confidentially for all clients and data. Be a proactive self-starter who can work well under minimal supervision; Be motivated to learn and have a strong attention to detail; Maintain an upbeat and positive attitude; Be able to easily converse with current and potential clients and make them feel welcome, both in person and on the telephone; Demonstrates resourcefulness, flexibility, patience and care when working with our clients; and most importantly, fit into our team-focused culture. Preferably should have 1 year of Excel, Microsoft Word and Office experience.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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