Estate Planning Associate

MESSERLI KRAMER P.A. seeks an Estate Planning Associate to join our Legal & Regulatory Compliance department. In this professional, client-focused role, you will draft wills, trusts, and related documents; support probate and trust administration; and research estate, gift, and income tax issues. Working closely with experienced attorneys, you'll manage client communications, coordinate with advisors, and help implement sophisticated planning strategies. Our collaborative, high-performance culture offers mentoring, meaningful client exposure, and strong opportunities for professional development in a supportive Minneapolis law firm environment.

Responsibilities

• Draft and review wills, trusts, powers of attorney, and related estate planning documents
• Conduct client intake, fact-gathering, and needs assessments for individuals and families
• Research federal and state estate, gift, and income tax laws and prepare related memoranda
• Support senior attorneys in complex planning, business succession, and asset protection strategies
• Coordinate probate and trust administration tasks, including filings and correspondence
• Communicate with clients, advisors, and fiduciaries to implement and maintain plans
• Maintain organized matter files, deadlines, and documentation in compliance with firm standards
• Contribute to business development through client presentations, articles, and seminars

Required Skills

• Estate planning drafting (wills, trusts, powers of attorney)
• Probate and trust administration
• Legal research and writing
• Tax law research (estate, gift, income)
• Client counseling and interviewing
• Document review and analysis
• Legal citation and memo drafting (Bluebook or similar)
• Case/matter management software
• Microsoft Office (Word, Excel, Outlook)
• Compliance with ethical and confidentiality rules