Trusts & Estates Paralegal

2-5 yrs required

Full-time

No

Trusts & Estates Paralegal - Immediate Opening in Milwaukee, WI

- Join our Trusts & Estates department and help clients build and preserve their wealth for themselves and their heirs.
- Collaborate with financial institutions and trust companies to promote the best interests of clients.
- Work with attorneys to implement estate plans and Will and Trust documents.
- Establish and maintain relationships with clients and act as a liaison between clients and attorneys.
- Prepare various probate and trust documents, accountings, and fiduciary estate tax returns.
- Interact with external sources such as accountants, banking institutions, and financial advisors.
- Draft and prepare probate filings.
- Bachelor's Degree in Accounting, Finance, or Business preferred.
- Paralegal certificate is a plus.
- Must have exceptional organizational skills, strong attention to detail, and the ability to multi-task and meet deadlines.
- Excellent oral and written communication skills required.
- Independent thinker and self-starter.
- Basic knowledge of Microsoft Outlook, Word, and Excel necessary.
- Reinhart Boerner Van Deuren is an equal opportunity employer.

The Reinhart Advantage:

- Collaborative and supportive work environment.
- Opportunity to work with multigenerational families and other financial advisors.
- Commitment to client success.
- Equal opportunity employer.

Responsibilities of a Trusts & Estates Paralegal:

- Work collaboratively with all parties involved in the planning and succession process.
- Act as a liaison between clients and attorneys.
- Interpret wills and trust documents to implement the estate and/or trust administration process.
- Prepare various probate and trust documents, accountings, and fiduciary estate tax returns.
- Interact with external sources such as accountants, banking institutions, brokerage firms, and financial advisors.
- Interact with County Circuit Courts.
- Draft and prepare probate filings.

Requirements:

- Bachelor's Degree in Accounting, Finance, or Business preferred.
- Paralegal certificate is a plus.
- Exceptional organizational skills.
- Strong attention to detail.
- Ability to multi-task, prioritize, and meet deadlines.
- Excellent oral and written communication skills.
- Independent thinker and self-starter.
- Basic knowledge of Microsoft Outlook, Word, and Excel.
- Intellectual curiosity and willingness to learn and use new computer programs.

Law Firm in Milwaukee, WI - Trusts & Estates Paralegal Position

- Immediate opening in the Trusts & Estates department.
- Help clients build and preserve their wealth for themselves and their heirs.
- Collaborate with financial institutions and trust companies.
- Implement estate plans and Will and Trust documents.
- Establish and maintain relationships with clients.
- Prepare probate and trust documents, accountings, and fiduciary estate tax returns.
- Interact with external sources and County Circuit Courts.
- Draft and prepare probate filings.
- Bachelor's Degree in Accounting, Finance, or Business preferred.
- Paralegal certificate is a plus.
- Must have exceptional organizational skills, strong attention to detail, and the ability to multi-task and meet deadlines.
- Excellent communication skills required.
- Independent thinker and self-starter.
- Basic knowledge of Microsoft Outlook, Word, and Excel necessary.
- Equal opportunity employer.

Join Our Team as a Trusts & Estates Paralegal in Milwaukee, WI

- Immediate opening in our Trusts & Estates department.
- Collaborate with financial institutions and trust companies to promote client interests.
- Work with attorneys to implement estate plans and Will and Trust documents.
- Act as a liaison between clients and attorneys.
- Prepare probate and trust documents, accountings, and fiduciary estate tax returns.
- Interact with external sources and County Circuit Courts.
- Draft and prepare probate filings.
- Bachelor's Degree in Accounting, Finance, or Business preferred.
- Paralegal certificate is a plus.
- Exceptional organizational skills required.
- Strong attention to detail necessary.
- Ability to multi-task and meet deadlines.
- Excellent communication skills.
- Independent thinker and self-starter.
- Basic knowledge of Microsoft Outlook, Word, and Excel necessary.
- Equal opportunity employer.

Trusts & Estates Paralegal - Reinhart Boerner Van Deuren Law Firm

- Immediate opening in Milwaukee, WI office.
- Help clients build and preserve their wealth for themselves and their heirs.
- Collaborate with financial institutions and trust companies.
- Implement estate plans and Will and Trust documents.
- Establish and maintain relationships with clients.
- Prepare probate and trust documents, accountings, and fiduciary estate tax returns.
- Interact with external sources and County Circuit Courts.
- Draft and prepare probate filings.
- Bachelor's Degree in Accounting, Finance, or Business preferred.
- Paralegal certificate is a plus.
- Must have exceptional organizational skills, strong attention to detail, and the ability to multi-task and meet deadlines.
- Excellent communication skills.
- Independent thinker and self-starter.
- Basic knowledge of Microsoft Outlook, Word, and Excel necessary.
- Equal opportunity employer.

Not specified.

Comprehensive benefits package including health, dental, vision, and retirement plans.

Not specified.

Relationship Management, Document Interpretation, Estate and Trust Administration, Probate and Trust Document Preparation, Communication, Organizational, Multi-Tasking, Prioritization, Attention to Detail, Independent Thinking, Self-Starter, Microsoft Outlook, Microsoft Word, Microsoft Excel

Bachelor's Degree in Accounting, Finance, or Business, Paralegal Certificate (preferred).

Submit resume and cover letter to [company email address].

Qualification and Experience Bachelor's Degree in Accounting, Finance, or Business, Paralegal Certificate (preferred)

Legal