Estate Planning Attorney

Annex Wealth Management • Brookfield, WI

4d

About The Position

The Estate Planning Attorney is a strategic partner who helps clients protect what matters most by developing estate, trust, wealth transfer, charitable, and business succession strategies. The attorney serves as the firm’s estate planning expert, identifying planning opportunities, evaluating existing plans, educating clients and advisors, and coordinating with outside counsel to support smooth implementation. The role works closely with wealth management, financial planning, tax, and wealth strategist teams to enhance the client experience and address advanced planning needs.

The attorney independently handles estate planning tasks with little oversight, regularly meets with clients to introduce estate planning and review simple and complex plans, and contributes to client events and webinars as a presenter and content creator. The position also collaborates with internal team members to provide comprehensive planning.

Annex Wealth Management is a privately held, full-service advisory and wealth management firm serving individuals, families, and businesses as a fiduciary. Its team-based approach brings together professionals with expertise in investment, tax, insurance, estate planning, and other disciplines. The firm describes its culture as collaborative and guided by the values of Knowledge, Accountability, Integrity, Courage, Respect, and Ownership.

Requirements

• J.D. from an accredited law school.
• At least 3 years of relevant experience in estate planning, trust and estate administration, business planning, tax planning, or wealth transfer planning.
• Excellent interpersonal communication skills and the ability to explain complex ideas and strategies clearly.
• Ability to understand how a client’s estate plan interacts with financial, tax, and investment planning.
• Empathy for client needs and expectations and the ability to design proactive, personal client interactions.
• Comfort presenting at client webinars and live events and drafting related content.
• Maintain an active law license and regularly attend relevant CLEs.
• Commitment to ongoing industry and professional education.

Nice To Haves

• Knowledge of financial planning software such as eMoney, CRM systems, estate planning software such as Vanila, and other relevant technology platforms.

Responsibilities

• Independently handle estate planning tasks with little oversight.
• Meet with clients for estate planning introductions and reviews of simple and complex estate plans.
• Identify planning opportunities and evaluate clients’ existing estate plans.
• Educate clients and advisors on estate planning strategies.
• Coordinate with outside counsel to support implementation of recommendations.
• Collaborate with wealth management, financial planning, tax, and wealth strategist teams to provide comprehensive planning.
• Present at client events and webinars and create related content.
• Maintain a law license and attend relevant continuing legal education programs.
• Pursue ongoing industry and professional education and contribute to thought leadership.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Paid time off (PTO)
• 401(k) retirement plan with employer contribution
• Company events, including get-togethers, an annual picnic, and company milestones
• Professional growth and development opportunities
• Summer hours

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Ph.D. or professional degree