Paralegal

Krause Estate Planning & Elder Law Center; Oregon (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Employer Paid Medical, Dental and Vis

Disability/Critical Illness Insurance

401(k)

Flexible Spending Account

Employee Assistance Program

Job summary

Krause Estate Planning & Elder Law Center seeks a detail-oriented Paralegal to manage probate, estate, and trust administration in Wisconsin. The role includes drafting inventories and accountings, liaising with clients and financial institutions, and ensuring timely, accurate filings.

A strong organizational mindset and 2–5 years of experience are valued, with potential mentorship responsibilities. The office-based position at our Oregon, WI location offers comprehensive benefits including

Qualifications

• 2-5 years paralegal experience; estate planning/probate preferred.
• Organized, detail-oriented; ability to manage multiple priorities.
• Professional presence with integrity and client-first mindset.
• Experience drafting legal documents and summaries a plus.

Responsibilities

• Independently manage probate, estate, and trust administration files.
• Collect, analyze, and summarize client and decedent asset data.
• Draft inventories, accounts, and funding summaries.
• Maintain accurate billing and meet productivity expectations.
• Regularly communicate with clients regarding case status and next steps.
• Record deeds; liaise with financial institutions for asset transfers.
• Meet deadlines; ensure documentation is submitted accurately and on time.
• Schedule and attend client meetings; assist in signings and notarization.
• Track case progress using digital systems; maintain detailed notes.
• Provide guidance and mentorship to Paralegal I team members.
• Pursue CLEs, certifications, and skill enhancements.

Skills

Paralegal experience

Organizational skills

Client communication

Attention to detail

Education

High School Diploma or equivalent

Associate's or Bachelor's degree preferred

Paralegal Certificate preferred

Job description

Krause Estate Planning is seeking a detail-oriented, organized, and experienced Paralegal to join our team in Wisconsin.

KEY RESPONSIBILITIES:

• Independently manage assigned probate, estate, and trust administration files
• Collect, analyze, and summarize client and decedent asset data
• Draft legal documents and reports including inventories, accountings, and funding summaries
• Maintain accurate billing and meet productivity expectations
• Regularly communicate with clients regarding case status, next steps, and follow-ups
• Record deeds and facilitate communication with financial institutions regarding asset transfers
• Meet internal and court deadlines; ensure documentation is submitted accurately and on time
• Schedule and attend client meetings; assist in document signings and notarization
• Track case progress using digital systems and maintain detailed file notes
• Provide guidance, training, and mentorship to Paralegal I team members to support their skill development
• Proactively pursue opportunities for professional growth through continuing legal education (CLEs), relevant certifications, and skill enhancement initiatives

WHAT'S REQUIRED?

• 2-5 years of Paralegal experience; experience in Estate Planning and Probate is strongly preferred
• High School Diploma or equivalent; Associate's or Bachelor's degree is preferred
• Paralegal Certificate is preferred
• Organized, detail-oriented, and able to manage multiple priorities
• Professional presence with integrity and a client-first mindset

BENEFITS:

• Employer Paid Medical, plus Dental and Vision Options
• Disability/Critical Illness Insurance Options
• 401(k)
• Flexible Spending Account
• Employee Assistance Program

WORK ENVIRONMENT:

This is an office-based role that will work Monday through Friday at our Oregon, WI location during regular business hours.

ABOUT US:

Krause Estate Planning & Elder Law Center offers comprehensive estate planning and elder law services for a wide range of matters, including wills, trusts, and Medicaid planning. We have locations in Oregon, Brookfield, and Madison, WI.