Estates and Trusts Paralegal

LHH; Milwaukee (WI); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Short-term disability

Long-term disability

Commuter benefits

Wellness plans

Retirement programs

Paid time off

Parental and holiday pay

Job summary

LHH Recruitment Solutions is seeking an Estates and Trusts Paralegal for a highly reputable law firm in Milwaukee. This role focuses on probate administration, trust matters, and related filings, with opportunities for growth and competitive compensation.

The ideal candidate holds an ABA-approved paralegal certificate and has 3–5 years’ estates and trusts experience, plus strong MS Office and typing skills, and a commitment to confidentiality and accuracy.

Qualifications

• Paralegal Certificate from an ABA approved program.
• Estates and Trusts experience, ideally 3–5 years.
• Experience with tax return preparation related to estates and trusts.
• Tech skills with Microsoft Office and Adobe.
• Typing at least 50 words per minute.
• Prior electronic court filing experience preferred.
• Knowledge of legal terminology and state/federal procedures.
• Excellent interpersonal and written/verbal communication.
• Ability to multi-task with high attention to detail and confidentiality.

Responsibilities

• Handle all aspects of estate and probate administration.
• Open and close probate, inventories, accountings, petitions, and related documents.
• Assist with trust administration, asset valuations and distributions.
• Assist with asset management—contact financial institutions, prepare deeds and asset summaries for taxes.
• Conduct legal research on various tax laws.
• Maintain files electronically and serve as main contact for clients, beneficiaries, advisers and trustees.

Skills

ABA Paralegal Certificate

Estates & Trusts exp

Tax return prep (estates & trusts)

MS Office & Adobe

Typing 50+ WPM

Electronic filings

Legal terminology knowledge

Interpersonal skills

Attention to detail & confidentiality

Education

ABA Approved Paralegal Certificate

Tools

Microsoft Office

Adobe

Job description

LHH Recruitment Solutions is seeking an Estates and Trusts Paralegal for a highly reputable law firm that has been recognized year after year as a Top Workplace!

Are you a paralegal with an ABA approved paralegal certificate? Do you have trusts and estates experience and want to join one of the best firms in Milwaukee? This role is for you! Please apply today to join a law firm that is truly one of the "Best Places to Work."

This firm offers exceptional benefits, upward growth and competitive compensation.

Responsibilities:

• Handle all aspects of estate and probate administration.
• Opening and closing of probate, inventories, accountings, filing court petitions and preparing related documents.
• Assist with trust administration, asset valuations and distributions.
• Assist with asset management - contacting and working with financial institutions, preparing deeds, and asset summaries for taxes.
• Conduct legal research on various tax laws.
• Maintain all files electronically and serve as the main point of contact for clients, beneficiaries, financial advisors and trustees.

Qualifications:

• Paralegal Certificate from an ABA approved program
• Estates and Trusts Experience - Ideally 3 to 5 years
• Experience with tax return preparation as it relates to estates and trusts
• Tech skill and proficient with Microsoft Office and Adobe
• Strong typing skills of at least 50+ WPM
• Prior experience with electronic court filings is preferred
• Knowledge of legal terminology and state and federal procedures
• Excellent interpersonal skills, strong communication written and verbal
• Ability to multi-task and have high attention to detail and confidentiality

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

• Full-time employment benefits include medical, dental, vision, term life insurance, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans, and reimbursement and retirement programs. Available paid leave may include paid time off, parental and holiday pay.