ZipRecruiter

Log In

1

Estate Planning Associate Jobs in Wisconsin (NOW HIRING)

JPMorgan Chase & Co.

WI · On-site

$130 - $190/hr

... planning and compliance scenarios and assess the impact of changing domestic and foreign tax ... with junior associates and senior leaders with the ability to articulate process improvement ...

Ogden & Company, Inc.

Be Seen First

Marketing Associate

Milwaukee, WI · On-site

$50K - $60K/yr

About Us We are a growing full-service real estate and property management company committed to ... Position Summary The Marketing Associate will support the planning, development, and execution of ...

UMB Financial

Wealth Advisor

Milwaukee, WI

$81K - $120K/yr

Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Wealth Advisor

Madison, WI

$81K - $120K/yr

Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Santander

CIB, Structured Finance Associate

Madison, WI · On-site

... Estate. We have several openings across our Digital, Infrastructure Business and Energy groups ... Participating in strategic planning and business management for the Digital Infrastructure business ...

Kwik Trip, Inc.

Site Development Manager

La Crosse, WI · On-site

$2.8K - $4.3K/mo

... Real Estate Departments in the developing, planning, and permitting for new retail locations. The ... Bachelor's degree in Civil Engineering, Landscape Architecture, Associate Architect or a related ...

Kwik Trip, Inc.

Site Development Manager

La Crosse, WI · On-site

$59K - $89K/yr

... Estate Departments in the developing, planning, and permitting for new retail locations, under the ... Bachelor's degree in Civil Engineering, Landscape Architecture, Associate Architect; basic ...

previous page

Showing results 41-60

All JobsEstate Planning Associate JobsEstate Planning Associate Jobs in Wisconsin

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.

Real Estate Records Supervisor

WEC Energy Group (WEC)

Milwaukee, WI • On-site

$135K/yr

Full-time

Re-posted 17 hours ago

WEC Energy Group rating

8.4

Company rating: 8.4 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

WEC Business Services LLC, a subsidiary of WEC Energy Group, is seeking a Real Estate Records Supervisor in our Milwaukee, Wisconsin location.

About Us

WEC Energy Group is one of the nation’s largest electric generation and distribution and natural gas delivery holding companies serving 4.7 million customers across the Midwest. We are committed to providing clean, reliable, and affordable energy in an environmentally sustainable manner. Customers are the heart of our business, and we work every day to help grow and support communities where we provide vital energy services.

As a Fortune 500 company, we value and develop our employees who are making a difference in a mission that matters. We don’t just offer a job; we provide fulfilling careers where safety and well-being are paramount. Join our team and experience first-hand our commitment to your success. We offer competitive pay and benefits to recognize your hard work and dedication.

If you’re talented, energetic and ready for a career with a future, we want you on our team. We are powered by a diverse and inclusive workforce fueled by the pride in what we do. If you're driven by the passion to change lives, this is the place for you.

Job Summary

The Real Estate Records Supervisor is responsible for the real estate clerical and records areas to ensure timely and accurate processing of jobs. This position manages the portfolio of real estate records, processes and systems to maximize their value; minimizes costs, and meets service delivery requirements consistent with business objectives. 

Job Responsibilities
  • Directly supervise the Real Estate Records Group
  • Develop, implement and maintain strategic process for management of real estate records based on changing needs and requirements of company, department and customers
  • Manage and maintain records systems (REMS/GRETA) including development of functional, process and system documentation, system configuration and administration
  • Support departmental reporting, metrics, budgets, dashboards and analytics
  • Significant involvement in high profile company initiatives (including special and confidential projects) that may require a high level of discretion
  • Establish budgets for the workgroup that ensures the group is leveraging technology and best practices to meet customer (internal/external) needs while improving efficiency, productivity, and quality
  • Develop and maintain contracts with suppliers and vendors to ensure adequate resources are available to perform necessary work to appropriate standards and expectations
  • Ensure excellent internal and external customer communication and relations
  • Strong leadership, organizational, and communication skills and the ability to handle a wide range of issues
  • Sets work group goals, measures results, and actively manage work group performance to achieve results
  • Ensure work group is effectively mentored, trained and developed
  • Ensure that all work is performed according to safety, rules, work procedures, and department quality standards
  • Monitor and ensure compliance with all applicable regulations, standards and guidelines

ELIGIBLE FOR EMPLOYEE REFERRAL BONUS.

Minimum Qualifications
  • Associates Degree in Business, Real Estate or related field
  • 5 years of real estate experience
  • Strong knowledge of Real Estate Law
  • A proven record of demonstrating a high level of proactive management skills that includes a role in joint decision making
  • Must possess the ability to lead a diverse team in a unionized environment, have the ability to develop relationships and partner with other managers as well as anticipate and resolve issues
  • Must have the ability to strategize and possess highly developed interpersonal skills to function on very high level teams which may include some Senior Management
  • Strong negotiating, problem solving, organizational and analytical skills are essential
  • Demonstrated organizational and planning skills
Preferred Qualifications
  • 5+ years of title and easement acquisition experience
  • 3+ years of leadership experience
  • SR/WA or Brokers license
  • Knowledge and understanding of business strategy and process

End Date: 08/17/2026 

Pay Range Minimum:  $90,507.56 

Pay Range Maximum:  $135,761.08 

The pay range reflects the minimum and maximum for the position at the time of posting and may be modified in the future. The starting salary/pay within the pay range will be based on several factors, as applicable, but not limited to, relevant education, qualifications, certifications, experience, skills, geographic location, shift, travel requirements, collective bargaining agreements, and business and organizational needs.  At WEC Energy Group, it is not typical for an individual to be hired at or near the top of the range for their role.

WEC Energy Group benefits

We reserve the right to modify the application deadline or discontinue accepting applications for any position if deemed necessary.
Learn more at Careers

WEC Energy Group will only employ those who are legally authorized to work in the United States. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.

WEC Energy Group and its subsidiaries are Equal Opportunity Employers. As a result, all qualified applicants will receive equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. The Company also complies with all applicable federal, state and local laws that require it to take affirmative action.
 

EEO/AA policies and statements

What WEC Energy Group employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply