Krause Estate Planning & Elder Law Center is looking for an experienced and dedicated estate planning attorney to join our team in Brookfield, WI. SUMMARY: This role involves designing estate plans, managing client relationships, supervising support staff, and ensuring legal accuracy and efficiency. KEY RESPONSIBILITIES: • Take full ownership of the estate planning production pipeline, from designing estate plans to delivering final documents to clients. • Periodically review and update clients’ existing estate plans as needed. • Serve as the primary attorney on cases, guiding clients from initial handoff through case closure. • Understand client needs, analyze their situations, and develop strategic estate plans within their budgets. • Advise clients on estate planning, retirement plans, charitable giving, and insurance. • Collaborate with financial advisors and tax professionals to implement estate plans. • Answer client inquiries professionally and promptly, ensuring exceptional service. • Manage a dynamic caseload, staying ahead of deadlines and ensuring work is completed accurately and efficiently. • Supervise paralegals and legal assistants, delegating tasks while maintaining responsibility for timely and professional completion. • Oversee probate and trust administration, making legal decisions, appearing in court when necessary, and preparing accordingly. • Track work time and report on case progress, ensuring transparency and accountability. • Improve firm processes by designing and implementing policies, procedures, templates, and checklists to enhance efficiency and profitability. • Engage in networking to strengthen client relationships and business development efforts. • Contribute to the firm's growth by writing articles for the monthly newsletter and maintaining community relationships. • Maintain continuing legal education (CLEs) and ensure law licensure remains up to date. REQUIRED QUALITIES, SKILLS, AND EXPERIENCE: • Minimum 3+ years of estate planning experience required, with a preference for experience in estate and trust administration and probate (3+ years). Experience with taxable estates is a plus. • Must be a graduate of an accredited law school and licensed to practice law in Wisconsin or able to obtain licensure within 3 months. • Proficiency with Windows 10/11 and Microsoft Office (Word, Excel, Outlook) is required. Experience with MS Teams, Adobe Acrobat Pro, and Actionstep is preferred but not mandatory. • Notary Public: Must be a commissioned notary or able to obtain a commission within one month. • Strong interpersonal and communication skills, especially in high-stress, emotional situations. • Meticulous attention to detail, common sense, and excellent writing skills. • Ability to convey confidence in person and on the phone. • Show empathy and put clients at ease during difficult times. • Self-starter with a strong work ethic and ability to hold yourself and others accountable. • Business Development: A moderate book of portable business is a plus. COMPENSATION AND BENEFITS: • Base salary plus quarterly bonus opportunities; anticipated annual compensation is estimated to be $165,000-$200,000 • Medical, Dental, and Vision Options • Disability/Critical Illness Insurance Options • 401(k) • Flexible Spending Account • Employee Assistance Program • Pre-Paid Legal • Identity Theft Protection • Pet Insurance WORK ENVIRONMENT: This is an office-based role that will work in one of our three offices; a hybrid work schedule is possible in the future. ABOUT US AND MORE! We are a law firm dedicated to providing our clients with the best-damned estate planning, elder law, and probate services possible. We do this by living by our five Core Principles of: Love, Compassion, Integrity, Teamwork, and Constant Improvement. Our founder, a retired Army JAG officer, leads this small but quickly growing boutique practice. We want members on our team who are fierce, strong, and compassionate as well as ethical, professional, and trustworthy. You must be committed to excellence, helping others, and want to be a part of something extraordinary. HOW TO APPLY: Please submit your resume in response to this advertisement or email your resume to amber.kean@friendly.law.