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Centurion Legal Services, LLC · Milwaukee
Centurion Legal Services, LLC
Milwaukee Metropolitan Area | Full-Time | Hybrid Flexibility
The Opportunity
Working both independently and with senior attorneys to counsel clients on their estate planning objectives and available planning strategies
Designing and implementing trust and will-based comprehensive estate plans
Drafting and reviewing trusts, wills, marital property agreements, powers of attorney, beneficiary designations, deeds, assignments, and related planning documents
Conducting client planning, review, and signing meetings
Managing probate, trust administration, and other post-death administration matters
Advising personal representatives, trustees, beneficiaries, and other fiduciaries
Reviewing asset information, beneficiary designations, account ownership, and estate-plan funding
Supervising and reviewing work performed by paralegals and legal assistants
Working with experienced senior attorneys regarding advanced tax, business succession, charitable, special-needs, or asset-protection planning
Maintaining timely client communications, matter records, deadlines, and billing entries
A Juris Doctor degree from an accredited law school
An active Wisconsin law license in good standing, or the ability to obtain Wisconsin admission promptly
Meaningful experience in estate planning, probate, trust administration, elder law, tax, or a closely related practice
The ability to independently manage routine estate planning or administration matters
Excellent judgment and attention to detail
The ability to communicate effectively with clients, fiduciaries, beneficiaries, financial advisors, accountants, and other professionals
A demonstrated commitment to reviewing and taking responsibility for final legal work
The ability to delegate appropriately while supervising support staff
Comfort using practice-management, document-management, and document-automation technology
Probate and trust administration
Wisconsin marital property law
Estate and gift taxation
High-net-worth estate planning
Medicaid and long-term-care planning
Special-needs planning
Business succession planning
Charitable planning
Fiduciary income tax matters
Estate-plan funding and beneficiary-designation review
An existing pipeline of estate planning and administration work
Direct mentorship in advanced estate and tax planning
Opportunities to work with high-net-worth families and closely held business owners
Established and innovative proprietary forms, procedures, and technology systems
Meaningful client responsibility without an immediate requirement to bring a book of business
The opportunity to help shape your own trust and estates practice
A defined path toward increased responsibility, compensation, and senior-attorney status
We value attorneys who take ownership of their matters while working within consistent firmwide systems. Careful review, timely communication, professional treatment of staff, and a willingness to improve established processes are essential components of the position.
Compensation and Benefits
The anticipated base salary range is
$100,000 to $150,000
, depending on relevant experience, demonstrated capabilities, and expected level of independence.
Origination credit for new firm relationships
Paid time off and firm holidays
Professional liability insurance
A résumé
A brief cover letter describing relevant experience and interest in trusts and estates
Compensation expectations
Up to three professional references, which will not be contacted without advance notice
All inquiries will be handled confidentially. Please indicate your interest by email to
Firm@Centurionlaw.com
Centurion Legal Services, LLC is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, pregnancy, national origin, age, disability, military or veteran status, sexual orientation, gender identity, genetic information, or any other status protected by applicable law.
Details
| Company | Centurion Legal Services, LLC |
| Location | Milwaukee |
| Type | FULL TIME |
| Niche | Legal professionals |
| Salary | $1,00,000 – $1,00,000 / yr |