Estate Planning Attorney

Description

Brookfield, WI

The Estate Planning Attorney is a key strategic partner in helping clients protect what matters most—bringing together estate, trust, wealth transfer, charitable, and business succession planning to create clear, effective, and future focused strategies. This role serves as the firm’s estate planning expert, uncovering opportunities, evaluating existing plans, educating clients and advisors, and coordinating with outside counsel to ensure every recommendation is implemented smoothly. By working closely with our wealth management, financial planning, tax, and wealth strategist teams, the Estate Planning Attorney strengthens the overall client experience and supports advanced planning needs.

What This Role Does

• •Independent Engagement - Able to handle all estate planning tasks on their own with little oversight
• •Client Experience - Regularly meets with clients for estate planning introductions and reviews of both simple and complex estate plans
• •Collaboration - Contributor to client events and webinars as a presenter and content creator. Collaborate with internal team members to provide a spectrum of comprehensive planning.

Annex Wealth Management – Know the Difference

Join Our Growing Team! Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.

At Annex Wealth Management, our values aren’t just words – they guide how we work every day:

• •Knowledge
• •Accountability
• •Integrity
• •Courage
• •Respect
• •Ownership

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you.

Requirements

What You’ll Need to Succeed

• •Education - J.D. from an accredited law school required.
• •Experience – Minimum 3 years’ relevant experience in estate planning, trust and estate administration, business planning, tax planning, or wealth transfer planning
• •Communication Skills – Excellent interpersonal communication skills, with the ability to explain complex ideas and strategies in an easy-to-understand manner.
• •Problem-Solving Skills – Capable of understanding how a client’s estate plan interacts with their financial, tax, and investment planning.
• •Emotional Intelligence – Deep empathy for client needs and expectations, while designing thoughtful interactions that feel proactive, personal and in the “Annex Way.”
• •Technical Proficiency – Comfortable presenting during client webinars and live events and drafting related content. Knowledge of financial planning software (eMoney), CRM systems, estate planning software (Vanila), and other relevant technology platforms a plus.
• •Continuous Learning – Maintains law license and regularly attends relevant CLEs. Ongoing pursuit of industry and professional education to deepen knowledge, understand current development trends, and contribute to thought leadership.

Comprehensive Benefits

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This includes a comprehensive suite of:

• •Medical, Dental, and Vision Insurance
• •Life & Disability Insurance
• •Paid Time Off (PTO)
• •401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• •Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
• •Opportunities for professional growth and development
• •Summer hours

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.