Estate Planning and Elder Law Attorney

Job Overview :

A respected and client-focused law firm in Appleton, WI is currently seeking a Full-Time Estate Planning and Elder Law Attorney to serve clients across its Appleton, Oshkosh, and Green Bay offices. The ideal candidate will be passionate about supporting individuals and families in planning for the future, managing long-term care, and handling estate matters with care and professionalism. This role offers a rewarding opportunity to work in a collaborative environment while making a meaningful difference in the community.

Location : Appleton, WI

Duties :

Draft and design customized estate planning documents for clients

Provide legal counsel in areas such as disability planning, Medicaid planning, estate settlement, and tax-related matters

Assist with the probate process and trust administration

Collaborate with financial advisors, tax professionals, and other client representatives

Maintain long-term client relationships and provide exceptional service

Participate in community education efforts and public speaking engagements

Contribute to firm goals while working both independently and as part of a team

Requirements :

Minimum of 2 years of experience in estate planning and / or elder law preferred (training available for the right candidate)

Experience in areas such as Medicaid planning, probate, special needs planning, or tax law is a plus

Willingness to travel to firm offices as needed

Strong analytical, problem-solving, and interpersonal skills

Excellent written and verbal communication skills

Comfort with public speaking and community engagement

Education :

Juris Doctor (JD) degree from an ABA-accredited law school

Certifications :

Active license to practice law in Wisconsin

In good standing with the Wisconsin State Bar

Skills :

Proficiency in legal drafting and estate plan design

Familiarity with drafting systems and estate planning software (preferred)

Ability to manage multiple priorities and meet deadlines

Interest in client education and community outreach

Competitive salary based on experience

401(k) retirement plan with employer match

Health, dental, and vision insurance

Disability insurance

Paid time off

Profit-sharing opportunities

Professional development and ongoing training assistance

Company info

BCG Attorney Search

200 South Wacker Drive, 31st Floor

Chicago

Illinois

United States 60606

Phone : (312) 321-9411

Fax : (213) 895-7306

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