Estate and Trust Paralegal

Min 5 yrs required

Full-time

No

SALARY INFORMATION:

Competitive salary based on experience and qualifications.
Comprehensive benefits package including medical, dental, vision, 401(k) with company match, paid time off, and more.
Opportunities for professional growth and development.

LAW FIRM is seeking an experienced Estate and Trust Paralegal to join our team in the Milwaukee, WI office. This full-time position will support our Estate Planning practice area and will be responsible for assisting attorneys with all aspects of estate and trust administration. The ideal candidate will have a minimum of five years of prior estate and trust administration experience, a Bachelor’s Degree, and a paralegal certificate from an ABA accredited program.

H1: Join Our Team as an Estate and Trust Paralegal in Milwaukee, WI
H2: Experienced Paralegal Needed for Estate Planning Practice Area at LAW FIRM

ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Collect and organize information related to estates and trusts, probate and non-probate assets, and date of death asset values
- Prepare probate court forms and non-probate transfer forms
- Communicate with beneficiaries and assist with asset transfers and claim forms
- File gift and estate tax returns
- Prepare inventories and accountings for estates and trusts
- Assist with funding trusts and preparing real estate deeds
- Review account statements and maintain client files
- Prepare basic loan instruments

QUALIFICATIONS AND EDUCATION REQUIREMENTS:
- Minimum of five years of prior estate and trust administration experience with knowledge of Wisconsin probate court procedures
- Bachelor’s Degree preferred
- Paralegal certificate from an ABA accredited program preferred
- Experience filing complex Federal estate tax returns preferred
- Proficiency in MS Office Suite, ProSystem Fx Tax, ., Simplifile, and Wisconsin Circuit Court efiling preferred
- Strong communication skills, both oral and written
- Excellent interpersonal skills and ability to work collaboratively in a team
- Strong time-management and project management skills
- Highly organized and able to prioritize in a fast-paced environment

SALARY INFORMATION:
- Competitive salary based on experience and qualifications
- Comprehensive benefits package including medical, dental, vision, 401(k) with company match, and paid time off
- Opportunities for professional growth and development

If you have a passion for estate and trust administration and are looking for a challenging and rewarding career opportunity, then we want to hear from you! LAW FIRM is a leading law firm in the Milwaukee, WI area and we are dedicated to providing exceptional service to our clients.

As an Estate and Trust Paralegal, you will play a crucial role in supporting our Estate Planning practice area. You will work closely with our attorneys to assist with all aspects of estate and trust administration, including preparing court forms, filing tax returns, and communicating with beneficiaries.

To be successful in this role, you should have a minimum of five years of prior estate and trust administration experience and a strong understanding of Wisconsin probate court procedures. A Bachelor’s Degree and a paralegal certificate from an ABA accredited program are preferred. Additionally, proficiency in various software programs and strong communication and organizational skills are essential for this position.

At LAW FIRM, we value our employees and offer a competitive salary based on experience and qualifications. We also provide a comprehensive benefits package that includes medical, dental, vision, 401(k) with company match, and paid time off. We also believe in investing in our employees' professional growth and offer opportunities for development and advancement within the firm.

Don't miss out on this exciting opportunity to join our team as an Estate and Trust Paralegal in our Milwaukee, WI office. Apply now and take the next step in your career with LAW FIRM.

Not applicable.

English

Bachelor's Degree preferred. Paralegal certificate from an ABA accredited program preferred.

Legal