Estate Planning Paralegal — Tech-Savvy, Client-Focused

Karp & Iancu, S.C.

Wauwatosa (WI)

In loco

USD 42.000 - 64.000

Tempo pieno

4 giorni fa

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Descrizione del lavoro

Wisconsin Estate Planning Attorneys, a division of Karp & Iancu, S.C., seeks an organized paralegal to support our estate planning practice. The role focuses on client interaction, accurate drafting, and using technology to move matters efficiently.

Experience with WealthCounsel is strongly preferred, and strong MS Office and document management skills are essential. You will work closely with attorneys to prepare wills, trusts, and related documents while maintaining confidential information.

Competenze

Prior paralegal or legal assistant experience; estate planning preferred.
Strong technology skills are essential, including MS Office, PDF editing and document management.
WealthCounsel experience strongly preferred.
Excellent attention to detail and client communication.

Mansioni

Assist attorneys with preparing and revising wills, trusts, powers of attorney, and other estate planning documents under attorney supervision.
Coordinate client intake, collect supporting documents, and follow up on missing information.
Serve as a responsive point of contact for clients throughout the planning process.
Prepare documents for attorney review and coordinate signing appointments.
Assist with trust funding, asset titling, beneficiary designation paperwork, and related follow-up.
Maintain accurate electronic files, track outstanding tasks, and manage deadlines.
Use document automation, practice management software, and secure client portals to support an efficient, organized practice.