Probate Attorney

Probate Attorney

Location: Shorewood, WI

Position Type: Full-Time, Hybrid (Monday–Friday, 8:30 AM – 5:00 PM)

About Sage Legal Group, LLC

Sage Legal Group, LLC is a Shorewood-based law firm focused on estate planning, estate administration, and elder law. We guide individuals and families through complex legal and life transitions with empathy, clarity, and thoughtful, high-quality legal counsel.

What Sets Us Apart

We are not a traditional law firm. Sage Legal Group is built on compassion, collaboration, and a deeply client-centered approach that puts people first—our clients and our team. Probate work often intersects with grief, family dynamics, and uncertainty, and we believe excellent legal representation requires both strong legal judgment and genuine empathy. We are a growing, high-functioning firm with a strong internal culture, and we value attorneys who want their work to be meaningful and impactful.

About the Role:
Probate Attorney

We are seeking a probate attorney with at least three years of experience to support our estate administration practice. This role is well-suited for an attorney who is comfortable managing probate and trust administration matters, enjoys client-facing work, and approaches sensitive situations with professionalism and care.

Key Responsibilities

• Manage probate and estate administration matters from opening through closing using Wisconsin law.
• Prepare and review probate pleadings, inventories, accountings, and related court filings.
• Advise personal representatives and trustees regarding their duties, timelines, and legal obligations.
• Communicate regularly with clients to provide guidance, updates, and clear explanations throughout the probate process.
• Appear in probate court as needed for uncontested probate hearings.
• Coordinate with paralegals and support staff to ensure matters are handled efficiently and accurately.

What We’re Looking For

• Experience: Minimum of 3 years of probate, trust, and small estate administration experience.
• Probate Knowledge: Strong working knowledge of Wisconsin probate procedures, deadlines, and court requirements.
• Trust Administration Knowledge: Strong working knowledge of Wisconsin trust administration.
• Client Communication: Ability to communicate clearly, compassionately, and professionally with clients during emotionally sensitive situations.
• Judgment & Organization: Ability to manage multiple matters independently while maintaining attention to detail.
• Drafting & Review: Strong drafting skills and comfort reviewing and understanding financial and asset information.
• Technology: Proficiency with Microsoft Office and legal practice management software (Clio experience is a plus).
• Professionalism: A collaborative, client-centered mindset and strong sense of responsibility.

Additional Information

• Hybrid work environment with in-office presence required.
• Competitive compensation commensurate with experience.
• Benefits package available.
• Quarterly profit-sharing opportunity.
• A supportive, values-driven firm culture focused on quality legal work and professional growth.