Job description

Title: Paralegal - Estate and Trust Administration
Location: Greater Milwaukee, WI
Duration: Full-Time / Direct Hire
Salary: Open (Depend on experience.)

We are seeking a talented paralegal with a minimum of three years of relevant, broad breadth experience in estate/trust administration, with meaningful exposure to sophisticated estate and tax planning strategies for high-net-worth clientele. A CPA would be a plus. Open to a full or part-time position and have some flexibility to work remotely.

Job Responsibilities:

· Gathering, analyzing, reconciling, and documenting information on the value and title of estate/trust assets, debts, and expenses

· Communicating directly by phone and written correspondence with clients, other professional advisors, executors/trustees, beneficiaries, and court personnel

· Preparing and assembling initial drafts of Federal estate tax returns, Federal gift tax returns, Federal and State trust tax returns, and related documentation (including trust and estate accountings) for review by supervising attorneys

· Preparing court pleadings for probates and inheritance tax proceedings

· Conducting legal research, including statutory, regulatory, and case law research

· Coordinating asset transfers involving financial accounts, business interests (e.g., corporate stock and LLC units) and real estate, and preparing related transfer documentation

Thanks & Regards
Peter Allen
Staffing Manager / Client Partner

Job Type: Full-time

Salary: $90,000.00 - $130,000.00 per year

Benefits:

• 401(k)

Schedule:

• 8 hour shift

Ability to commute/relocate:

• South Milwaukee, WI 53172: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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