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Estate Planning Associate Jobs in Wisconsin (NOW HIRING)

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve ... estate planning, and other tax-efficient strategies. * Assist with IRS and state notices ...

Our capabilities include real estate strategy and planning, project management, development ... The Associate is also responsible for overseeing Financial Analysts and providing senior team ...

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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 ...

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) ...

Wealth Advisor

Madison, 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) ...

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) ...

WI · On-site

$75 - $110/hr

Description WELLTOWER - REIMAGINE REAL ESTATE WITH US Welltower, now the world's largest real ... strategic planning. * Investment Analysis & Execution * Analyze and underwrite potential ...

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Showing results 41-60

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.

What cities in Wisconsin are hiring for Estate Planning Associate jobs?

Cities in Wisconsin with the most Estate Planning Associate job openings:

Infographic showing various Estate Planning Associate job openings in Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Real Estate Project Manager

American Transmission Company

De Pere, WI • On-site, Remote

$89K - $104K/yr

Full-time

Medical, Life, Retirement

Posted 29 days ago


Job description

Summary of Responsibilities:

At American Transmission Company (ATC), the work we do connects communities, supports economic growth, and helps ensure reliable electric transmission service across our region. Behind every transmission project is a team of professionals who secure the property rights, stakeholder partnerships, and agreements needed to bring critical infrastructure projects to life.
We're looking for a Real Estate Project Manager who is passionate about building relationships, navigating complex projects, and working at the intersection of real estate, infrastructure, and community engagement.
ATC embraces flexibility in our work and our workplace. We trust our employees to get work done where and when it makes sense, depending on the schedule for the day and the needs of the business. However, this role is not 100% remote and would require relocation to Wisconsin.

Essential Responsibilities:

What You'll Do

As a Real Estate Project Manager, you'll oversee projects involving the acquisition, management, leasing, and disposal of property rights and real estate interests needed to support ATC's transmission system and business objectives.

Lead Real Estate Projects

  • Develop and manage project plans from initiation through completion
  • Coordinate activities across multiple internal and external stakeholders
  • Monitor schedules, budgets, deliverables, risks, and project performance
  • Ensure project objectives are achieved safely, efficiently, and compliantly

Secure Property Rights & Agreements

  • Manage easements, permits, licenses, leases, agreements, and other real estate interests
  • Support ownership research, title review, encumbrance analysis, and transaction activities
  • Coordinate approvals and documentation required to advance infrastructure projects

Negotiate & Build Relationships

  • Work directly with landowners, municipalities, government agencies, contractors, and business partners
  • Facilitate productive conversations and negotiate practical solutions
  • Address questions related to property rights, easements, construction impacts, and project requirements

Represent ATC in the Community

  • Participate in public information meetings, hearings, zoning discussions, and permitting processes
  • Serve as a professional representative of ATC in stakeholder interactions
  • Communicate complex information in a clear and approachable manner

Ensure Compliance & Accountability

  • Maintain accurate project documentation and records
  • Support corporate, regulatory, legal, and company compliance requirements
  • Manage contractor agreements and review contract performance and invoices

What You'll Bring

We recognize that great candidates come from many different backgrounds. You may be a strong fit if you have experience in:

  • Real estate acquisition or management
  • Right-of-way services
  • Utilities, energy, construction, transportation, or infrastructure projects
  • Land use planning, zoning, permitting, or municipal coordination
  • Project management and stakeholder engagement
  • Property services, title, appraisal, or surveying
  • Contract administration or business operations
  • Customer-facing roles requiring negotiation and relationship management

Education

  • Bachelor's or Associate's degree in Real Estate, Business, Management, Land Use Planning, Public Administration, Project Management, or a related field is preferred. Equivalent experience will also be considered.

Why ATC?

This is more than a traditional real estate role. You'll play a direct role in advancing infrastructure projects that strengthen the energy grid, support local communities, and help prepare the region for future energy needs.

  • Lead impactful real estate projects that directly support critical energy infrastructure
  • Collaborate with engineers, attorneys, project managers, construction teams, government agencies, and community stakeholders
  • Build trusted relationships with landowners and local officials
  • Influence project outcomes through negotiation, communication, and strategic problem-solving
  • Grow your expertise in real estate, right-of-way, permitting, land acquisition, leasing, stakeholder engagement, and infrastructure development
  • Join an organization committed to safety, integrity, collaboration, and service

If you're looking for an opportunity where you can combine project management, relationship building, real estate expertise, and community engagement while helping deliver infrastructure projects that matter, we want you to join our Great Place to Work!

The targeted base pay for this position is $89,500 to $104,400 annually.* Base pay is one component of our comprehensive total rewards package which includes an annual incentive bonus, employer-sponsored pension plan, 401(k) match, HSA contribution, life & disability insurance, health care benefits, generous time off plans, flexible work arrangements, and much more.

*The pay range is a general guideline. Employment offers are evaluated individually and consider qualifications, experience, academic achievements, internal equity, and business needs. Pay exceeding the posted range is considered for uniquely qualified candidates. Interested internal candidates, with questions, please consult your Human Resources Business Partner.

Number of Openings Available:

0

Posting Date:

2026-08-05

Time Type:

Full time

Equal Opportunity Employer:

Applicants have rights under employment laws.

ATC is an equal opportunity employer that seeks to foster diverse teams of talented people working safely together. We respect and embrace diversity of all aspects and hire, train and promote employees without regard to race, color, religion, sex, age, national origin, sexual orientation, disability, genetics, protected veteran status, or any other characteristic protected by law. We encourage women, minorities, veterans and individuals with a disability to apply. All qualified applicants will receive consideration for employment without regard to anycharacteristic protected by law.

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