Estate Planning Paralegal - Wealth Transfer Focus

Menn Law Firm, Ltd; Appleton (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

Menn Law Firm, Ltd. is seeking an experienced estate planning professional to support attorneys in drafting wills, trusts, and related documents.

The role involves coordinating client information, researching planning strategies, and ensuring accurate execution of documents for sophisticated wealth transfer matters. The ideal candidate has strong organizational skills, discretion, and proficiency with estate planning software, document management systems, and Microsoft Office.

Qualifications

• Excellent written and verbal communication skills.
• Strong organizational and project management abilities.
• Ability to work with high-net-worth individuals and professional advisors.
• Advanced proficiency with estate planning software and document management systems.
• High degree of discretion, professionalism, and attention to detail.

Responsibilities

• Prepare and draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Assist attorneys with wealth transfer strategies and trust administration activities.
• Gather and organize client financial information including assets and real estate.
• Coordinate client intake meetings and information gathering for estate plan design.
• Maintain and organize estate planning files, ensure proper execution and storage.

Skills

Communication skills

Organizational skills

Project management

Discretion

Attention to detail

High-net-worth experience

Education

Estate planning experience

Tools

Estate planning software

Document management systems

Microsoft Office

Job description

Menn Law Firm, Ltd. is seeking an experienced estate planning professional to support attorneys in drafting wills, trusts, and related documents.

The role involves coordinating client information, researching planning strategies, and ensuring accurate execution of documents for sophisticated wealth transfer matters. The ideal candidate has strong organizational skills, discretion, and proficiency with estate planning software, document management systems, and Microsoft Office.