Estate Planning Paralegal

Protouch Staffing; Wauwatosa (WI); Sur place; USD 58 000 - 72 000; Plein temps

Résumé du poste

Protouch Staffing's client, a well-established Milwaukee-area law firm, seeks an experienced Estate Planning Paralegal for its Wauwatosa office. Ideal candidate has 5+ years supporting estate planning matters, strong knowledge of wills, trusts, probate procedures, and client coordination.

You will prepare legal documents, manage files, coordinate the estate planning process, and support attorneys to move matters forward efficiently.

Qualifications

• Minimum 5 years as a paralegal in estate planning.
• Experience drafting wills, trusts, powers of attorney.
• Knowledge of probate procedures and trust administration.
• Strong written and verbal communication.
• Excellent organization and deadline management.
• Wisconsin-based law firm experience preferred.

Responsabilités

• Prepare, draft, and review estate planning documents (wills, trusts, POA, healthcare directives).
• Assist attorneys with the preparation and administration of estate planning matters.
• Coordinate client intake and gather relevant financial information.
• Communicate with clients and institutions for information and documentation.
• Maintain and organize client files, track deadlines, and document control.
• Assist with trust administration and probate-related matters as needed.
• Review documents for accuracy and consistency.
• Provide administrative and legal support throughout the estate planning process.

Connaissances

Paralegal experience

Estate planning

Client coordination

Legal terminology

Communication skills

Organizational skills

Deadline management

Microsoft Office

Wisconsin law

Formation

Paralegal certification

Legal education

Outils

Practice management software

Description du poste

Summary Our client, a well-established law firm in the Milwaukee area, is seeking an experienced Estate Planning Paralegal to join its estate planning division at its Wauwatosa office. The ideal candidate will have at least five years of hands-on experience supporting estate planning matters, with a strong understanding of estate planning documents, probate-related procedures, and client coordination. This individual will work closely with attorneys to prepare legal documents, manage client files, coordinate the estate planning process, and ensure matters progress efficiently. This is an excellent opportunity for an experienced paralegal looking to contribute to a collaborative legal team and support clients with important estate planning needs.

Summary Our client, a well-established law firm in the Milwaukee area, is seeking an experienced Estate Planning Paralegal to join its estate planning division at its Wauwatosa office. The ideal candidate will have at least five years of hands-on experience supporting estate planning matters, with a strong understanding of estate planning documents, probate-related procedures, and client coordination. This individual will work closely with attorneys to prepare legal documents, manage client files, coordinate the estate planning process, and ensure matters progress efficiently. This is an excellent opportunity for an experienced paralegal looking to contribute to a collaborative legal team and support clients with important estate planning needs.

Responsibilties

• Prepare, draft, and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Assist attorneys with the preparation and administration of estate planning matters.
• Coordinate client intake, gather relevant financial and personal information, and organize supporting documentation.
• Communicate with clients, financial institutions, and other relevant parties to obtain necessary information and documentation.
• Maintain and organize client files, track deadlines, and ensure accurate documentation.
• Assist with trust administration and probate-related matters as needed.
• Review legal documents for accuracy, completeness, and consistency.
• Provide administrative and legal support to attorneys throughout the estate planning process.

Qualifications

• Minimum of 5 years of experience as a paralegal, specifically within estate planning.
• Hands-on experience drafting and preparing wills, trusts, powers of attorney, and other estate planning documents.
• Familiarity with probate procedures and trust administration.
• Strong understanding of legal terminology and estate planning processes.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple matters and deadlines independently.
• Proficiency in Microsoft Office and legal practice management software.
• Experience working in a Wisconsin-based law firm.
• Familiarity with Wisconsin estate planning and probate procedures.
• Paralegal certification or relevant legal education is a plus.