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Inheritance Jobs in Mequon

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United States
Posted On Aug 15, 26
Full-time 120 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law contracts Criminal Law Estate Planning Ethics evidence family Family Law Guardianship health insurance Litigation personal injury pleadings Probate Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law contracts Criminal Law Estate Planning Ethics evidence family Family Law Guardianship health insurance Litigation personal injury pleadings Probate Wills

Wanted at **Members Only,** **Members Only,** is a 60-year-old law firm located in Menomonee Falls, WI serving Milwaukee and the surrounding communities. We are a Christian based organization that values our team and strives to serve our clients and the community....

Posted On Sep 23, 26
Full-time 23 views Experience : Min 3 yrs required
Practice Area:
Corporate - General Tax - Private Client Services Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - Employee Benefits & Executive Compensation Tax - Federal Employment Law - General Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
banking Business Law civil litigation construction creditors Estate Planning estates Family Law inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions shareholders
Practice Area:
Corporate - General Tax - Private Client Services Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - Employee Benefits & Executive Compensation Tax - Federal Employment Law - General Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
banking Business Law civil litigation construction creditors Estate Planning estates Family Law inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions shareholders

Title: Lawyer Job Responsibilities: - Provide legal expertise in civil litigation, business transactions, employment, tax, and estate planning. - Deliver high-quality legal services to clients. - Work collaboratively with other attorneys and support staff to ensure exceptional legal service. - Potentially work out of the...

Posted On Sep 10, 26
Full-time 6 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
artificial intelligence Business Law estates family fiduciary Labor and Employment Litigation LLC Practice of Law trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
artificial intelligence Business Law estates family fiduciary Labor and Employment Litigation LLC Practice of Law trusts

Title: Trusts and Estates Attorney Job Responsibilities: The Trusts and Estates Attorney will be responsible for customizing sophisticated estate plans for clients, with a particular emphasis on planning for high-net-worth individuals. The role entails significant involvement with fiduciary income tax returns, and...

Posted On Aug 04, 26
Full-time 2 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Probate Retirement Planning trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Probate Retirement Planning trusts Wills

TITLE: Estate Planning/Probate Attorney JOB RESPONSIBILITIES: The Estate Planning/Probate Attorney at the law firm is entrusted with delivering client-focused legal services in estate planning. The responsibilities include: - Assisting clients in designing estate plans that align with their goals and budgets. - Conducting client meetings...

Posted On Aug 19, 26
Full-time 1 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate

Title: Paralegal Job Responsibilities: - Typing, formatting, proofreading, and finalizing documents from dictation, handwriting, or existing documents as directed by attorneys. - Maintaining electronic and paper files of legal documents, updated contact lists, and company files. - Managing attorneys' calendars and organizing meetings for...

Posted On Sep 15, 26
Full-time 2 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance trusts Wills

Title: Legal Assistant Job Responsibilities: - Warmly greet clients and visitors, obtain their names, provide seating and refreshments, and notify the appropriate attorney or Navigator of their arrival. - Prepare, print, assemble, scan, and maintain legal documents and client files. - Witness and notarize...

Posted On Sep 23, 26
Full-time 69 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking Business Law construction creditors Estate Planning estates family Family Law gift tax inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions private equity Probate shareholders trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking Business Law construction creditors Estate Planning estates family Family Law gift tax inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions private equity Probate shareholders trusts wealth transfer Wills

Title: Attorney – Estate Planning Job Responsibilities: - Develop and implement advanced estate planning strategies, including but not limited to SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity Trusts), IDGTs (Intentionally Defective Grantor Trusts), CLTs (Charitable Lead Trusts), FLPs (Family Limited...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer

Title: Wealth Planning Attorney Job Responsibilities: - Collaborate with a team of professionals, including attorneys, CFPs, and CPAs, as well as top wealth management advisors, to create comprehensive plans and deliver thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth...

Posted On Sep 05, 26
Full-time 118 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts

Wealth Planning Attorney Job ID: 1698 Position: Attorney Location: Multiple Offices Practice Area: Real Estate Open Date: Tuesday, July 25, 2023 Job Function: Legal Job Description: The Position **Members Only.**’s growing Wealth Planning Practice is...

Posted On Sep 09, 26
Full-time 20 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates Partnership trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates Partnership trusts

& Estates Attorney Job Title Trusts & Estates Attorney Job Responsibilities The Trusts & Estates Attorney will become a part of the Trusts and Estates team at the law firm, one of Wisconsin's leading law firms. The primary responsibilities include: - Drafting sophisticated estate plans...

Posted On Sep 10, 26
Full-time 14 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
artificial intelligence Business Law estates family fiduciary Labor and Employment Litigation LLC Practice of Law trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
artificial intelligence Business Law estates family fiduciary Labor and Employment Litigation LLC Practice of Law trusts

and Estates Attorney Job Category: Attorney Requisition Number: TRUST001246 Posting Details - Posted: April 7, 2026 - Full-Time - Hybrid Job Details Description The law firm is seeking a trusts and estates attorney to join their team in either the Milwaukee...

Posted On Sep 09, 26
Full-time 7 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Title: Private Wealth Associate Job Responsibilities: - Engage in sophisticated estate planning and drafting, ensuring comprehensive and effective legal documentation. - Manage trust and estate administration, overseeing the execution of clients' estate plans and ensuring compliance with legal standards. - Handle estate and gift...

Posted On Sep 09, 26
Full-time 44 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Title: Private Wealth Senior Counsel Job Responsibilities: - Design and implement sophisticated estate plans for individual and business clients. - Assist clients with all aspects of wealth management, asset protection, and gift and estate tax issues. - Work primarily with attorneys in the Financial...

Posted On Jul 07, 26
Full-time 2 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management

Title: Trust Strategist and Legal Assistant Job Responsibilities: - Support a team of trust strategists with a variety of administrative functions, including scheduling meetings, managing CRM entries, and general support. - Assist with pre-acceptance and onboarding of new trust company clients,...

Posted On Aug 27, 26
Full-time 1 views Experience : Max 2 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
fiduciary Software trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
fiduciary Software trusts

Title: Trust Services Paralegal Job Responsibilities: The Trust Services Paralegal will be responsible for providing support to the Trust Services team at the law firm. The main duties include: - Assisting with the administration of various types of irrevocable trusts as assigned. - Preparing...

Posted On Aug 27, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Americans with Disabilities Act Estate Planning estates fiduciary litigation Marital Property trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Americans with Disabilities Act Estate Planning estates fiduciary litigation Marital Property trusts wealth transfer

Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be expected to engage in a variety of tasks associated with estate planning, trust administration, and fiduciary litigation. The role requires the candidate to manage and resolve issues related...

Posted On Aug 10, 26
Full-time 77 views Experience : 3-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning General Practice - Transactional & Litigation Guardianship and Conservatorship Probate Trusts and Estates - General
Practice Area:
Elder Law Estate & Tax Planning General Practice - Transactional & Litigation Guardianship and Conservatorship Probate Trusts and Estates - General

Falls office of a **Members Only.** Top Ranked Law Firm seeks an attorney preferably with 5+ years of experience in transactional, probate, and guardianship law. The candidate will meet with clients in the office or virtually to discuss their...

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