Paralegal - Estate Planning

Stroud, Willink & Howard, LLC; Madison (WI); On-site; USD 48,000 - 66,000; Full time

Job summary

Stroud, Willink & Howard, LLC on Capitol Square in Madison, WI seeks a Paralegal - Estate Planning to support attorneys with wills, trusts, powers of attorney, and probate filings. You will conduct legal research, organize client information, draft and review documents, and maintain accurate files and records.

Responsibilities include coordinating signatures, meeting timelines, scheduling, and leveraging firm software to ensure efficient workflow and exceptional client service.

Qualifications

• Strong foundation in estate planning with familiarity in probate.
• Proficiency in drafting wills, trusts, powers of attorney, and related correspondence.
• Research and document review with attention to detail.
• Effective communication with clients, attorneys, and external parties.
• Professional demeanor and positive interpersonal relationships.
• Experience as a paralegal or legal assistant in estate planning or probate.
• Education: Associate's/Bachelor's in paralegal studies; paralegal certification is a plus.
• Strong organizational and time-management abilities; able to manage multiple deadlines.
• Familiarity with legal practice management software and document management systems.

Responsibilities

• Conduct legal and factual research.
• Organize client information and maintain files.
• Draft and review wills, trusts, powers of attorney, and probate documents.
• Coordinate signatures and execution of documents; ensure timelines.
• Communicate with clients, attorneys, and third parties.
• Assist with scheduling, case tracking, and use of firm software.

Skills

Estate planning

Probate

Document drafting

Research skills

Client communication

Time management

Confidentiality

Education

Associate's or Bachelor's in paralegal studies

Paralegal certification (plus)

Tools

Practice management software

Job description

Company Description

Stroud, Willink & Howard, LLC is a full-service law firm providing sophisticated legal counsel to individuals, families, businesses, professionals, and corporations. The firm offers a wide range of legal services, including estate planning, probate, business succession planning, corporate services, litigation, real estate, and more. Client service is at the core of the firm's approach, with a focus on understanding each client's needs, objectives, and long-term goals. Stroud, Willink & Howard leverages evolving technology and efficient operating systems to deliver effective, high-quality legal services. Team members are encouraged to build lasting relationships and contribute meaningfully to client success.

Role Description

The Paralegal - Estate Planning role is a full-time, on-site position located on the Capitol Square. This role is responsible for supporting attorneys in the preparation and administration of estate planning and related documents, including wills, trusts, powers of attorney, and probate filings. Day-to-day tasks include conducting legal and factual research, organizing client information, drafting and reviewing legal documents, and maintaining accurate files and records. The paralegal will communicate regularly with clients, attorneys, and third parties to gather information, coordinate signatures and execution of documents, and ensure timelines are met. The role also involves assisting with scheduling, case tracking, and the use of firm technology and software to support efficient workflow and client service.

Qualifications

• Strong foundation in estate planning with familiarity in probate and related practice areas.
• Proficiency in legal document preparation, including drafting wills, trusts, powers of attorney, and related correspondence.
• Skilled in research and document review, with attention to detail and the ability to identify inconsistencies or issues.
• Effective communication skills, including clear written and verbal communication with clients, attorneys, and external parties.
• Professional demeanor and mature attitude; ability to develop and maintain positive interpersonal relationships.
• Relevant experience as a paralegal or legal assistant, preferably in estate planning or probate.
• Associate's or Bachelor's degree in paralegal studies, legal studies, or a related field; paralegal certification is a plus.
• Strong organizational and time-management abilities, with capacity to manage multiple matters and deadlines.
• Comfort with legal practice management software, document management systems, and standard office productivity tools.
• Commitment to confidentiality, professionalism, and a client-focused, collaborative work style.

Salary commensurate with experience and skills.