Job Description

Our expanding law firm is looking for an experienced estate planning attorney. We require a highly analytical applicant with excellent negotiation and organizational abilities who is available to work full time. You will prepare documents such as wills, trusts, and powers of attorney as our estate planning attorney. This role carries a great deal of responsibility and seeks to eliminate questions regarding how an estate should be managed. Our ideal candidate will have extensive estate planning knowledge, be a qualified attorney, and have excellent written communication abilities. Please apply if this describes you! Responsibilities:

• Educate clients about options for retirement, donating to charity, and purchasing insurance
• Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action
• Work closely with paralegals and senior partners to ensure swift action through the civil litigation process
• Keep client files properly organized and up to date
• Consult clients about your plans for distributing their assets
• Supervise administrative staff, paralegals, and law clerks.
• Complete estate tax analysis, credit shelter trust funding, and disclaimer options.
• Prepare and file gift and estate tax returns, including 706, 709, M706, and M706Q.
• Guide and advise clients through all aspects of trust and estate administration.
• Work with farmers and business owners to establish sound estate plans and succession plans.

Qualifications:

• Bachelor’s degree with a legal background and J.D. degree are required
• Active membership with the ABA (American Bar Association)
• Candidates should be great communicators, specifically in situations when emotions and stress are high
• At least 1-2 years of working in a law firm on on estate planning and probate law issues is necessary
• Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation
• Must have extensive estate planning and estate administration experience.
• Must have worked in a similar position for 5 years minimum.
• Must be licensed in the State of Minnesota.

About Company: Wagner Oehler, Ltd. is one of the premier law firms in southeastern Minnesota, concentrating on estate planning and administration, real estate title production, and small business law. We look for individuals with a strong sense of community, a focus on details, and a willingness to be part of a growing team. We offer competitive pay, benefits, and development opportunities. We are limited to the following practice areas: Real estate and title examinationEstate planningEstate AdministrationFarm succession planningBusiness lawOur mission is to provide empathetic advice from our skilled legal professionals who are dedicated to empowering clients to make strategic, informed decisions to achieve their desired outcomes.

Job Tags

Full time,

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