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Estate Planning Associate Jobs in Wisconsin (NOW HIRING)

Robert W Baird & Co

Trust Strategist

Milwaukee, WI

$119K - $154K/yr

Make presentations on a variety of estate, tax, and trust planning topics for internal associates, and professional continuing education seminars * Assist Trust Counsel and Baird Trust associates ...

Trust Point Inc.

Client Service Associate

La Crosse, WI · On-site

$14.25 - $19.75/hr

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management ... and estate planning, preferredProficiency in Microsoft Office Suite including Word, Excel, and ...

New

UMB Financial

Trust Sales Advisor

Madison, WI

$110K - $235K/yr

You will create and lead presentations to external and internal COIs on estate planning techniques ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work ... Provide guidance on retirement, tax, insurance, and estate planning strategies * Lead client ...

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Estate Planning Associate information

What is an estate planning associate?

Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.

What are some typical challenges faced by estate planning associates when working with clients?

Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.

What are the key skills and qualifications needed to thrive as an estate planning associate, and why are they important?

To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.
Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Trust & Estate Planning Associate

5 Legal

Milwaukee, WI

Full-time

Re-posted 19 days ago

Job description

Top 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Milwaukee office.


Qualified candidates must have 4-7 years of experience and must have substantial experience in the following: drafting complex estate plan and business succession planning documents for high net worth individuals; drafting complex charitable giving documents; counseling clients on income, gift, estate and generation-skipping tax planning; assisting with probate proceedings for taxable and non-taxable estates; processing Federal gift and estate tax returns; and tax exempt organization planning. Strong project management, document drafting and review, communication, and interpersonal skills are required. To be considered, a candidate must hold a J.D. from an ABA-approved law school and be in good standing and an active member of the bar of the state in which the candidate is admitted to practice. Timely admission to the Wisconsin Bar will be a condition of employment.