Paralegal - Estate Planning

Karp & Iancu, S.C.; Wauwatosa (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Tech proficiency

MS Office

WealthCounsel

Attention to detail

Client communication

Multi-tasking

Education

Paralegal certificate or related education

Tools

PDF editing

Document management systems

Practice management software

Job description

Wisconsin Estate Planning Attorneys — A Division of Karp & Iancu, S.C.

Wisconsin Estate Planning Attorneys is seeking an organized, personable, and technology-proficient paralegal to support our estate planning practice. The ideal candidate enjoys working with clients, takes pride in accurate work, and is comfortable using technology to keep matters moving efficiently. Experience with WealthCounsel software is strongly preferred.

Responsibilities

• 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 at the attorney's direction.


• 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.

Qualifications

• Prior paralegal or legal assistant experience; estate planning experience preferred.


• Strong technology skills are essential, including proficiency with Microsoft Office, PDF editing, electronic document management, and learning new software.


• WealthCounsel experience strongly preferred.


• Excellent attention to detail, proofreading skills, and follow-through.


• Strong written and verbal communication skills and a warm, professional approach to client service.


• Ability to manage multiple matters, prioritize work, and work independently while collaborating with attorneys and staff.


• Sound judgment and discretion when handling confidential personal and financial information.


• Paralegal certificate or related education is a plus.

Who Will Thrive in This Role

We are looking for someone who takes ownership of their work, anticipates next steps, and follows through without repeated reminders. You should be comfortable guiding clients through information gathering, keeping attorneys informed, and using technology to make the process easier for everyone involved.