Trust & Estates Paralegal

GROUP II
United States, Wisconsin, Milwaukee
Jan 07, 2025
Successful downtown law firm is currently searching for a Paralegal with experience in Trust & Estates and Probate law, to assist a team with very busy practice. This position will work collaboratively with all parties involved in the planning and succession process, particularly multigenerational families. You will work with attorneys that partner with their clients and other financial advisors. Responsibilities include Establish and maintain relationships with clients throughout the administration while acting as a liaison between clients and attorneys. Interpret wills and trust documents to establish the estate and/or trust process. Prepare a variety of probate and trust documents, accountings and fiduciary estate tax returns. Interact with banks, accountants, brokerage firms and financial advisors as well as County Circuit Courts. Draft and prepare probate filings. Ideal candidate will have a Bachelor's degree, 2-6 years' experience in these practice areas, as well as a solid understanding of Trusts & Estates. Paralegal certificate a plus! Must have exceptional organizational skills, strong attention to detail and the ability to multi-task. Must possess excellent oral and written communication skills. Be an independent thinker and self-starter. Advanced Microsoft skills are mandatory, and intellectual curiosity would be great. A high level of professionalism is a must! Salary open, depending on experience ($70K - $90K). Full benefits package and a great team to work with!