Paralegal/ Legal Assistant

W3Global Inc.; Town of Texas (WI); On-site; USD 48,000 - 64,000; Full time

Job summary

W3Global Inc. is seeking an experienced paralegal/legal assistant for a solo practice focused on estate planning and probate. The role involves preparing documents with TxDocs, filing with eFile, and recording with SimpliFile, along with basic bookkeeping in QuickBooks.

The ideal candidate has formal paralegal training or a degree and can interact professionally with clerks, judges, and clients. This position often requires independence and reliable, detail‑oriented work habits in a small,

Qualifications

• Experience with estate planning and probate documents.
• Comfortable with basic real estate transactions and foreclosure proceedings.
• Prefer college degree with paralegal training or certification; experience may be considered in lieu thereof.
• Ability to work with clerks and probate judges; strong interpersonal skills.

Responsibilities

• Prepare estate planning and probate documents using TxDocs.
• File documents with eFile.
• Record documents with SimpliFile.
• Handle simple office bookkeeping: posting payments and preparing QuickBooks statements.
• Maintain smooth office operations in attorney's absence and ensure client comfort.
• References will be required.

Skills

Attention to detail

Excellent attendance

Client-friendly demeanor

Education

Bachelor's degree or paralegal training/certification

Tools

TxDocs

eFile

SimpliFile

QuickBooks

Job description

Job Description

Experienced paralegal/legal assistant position opening for a solo practitioner with a practice of almost exclusively estate planning and probate. There will be some minor real estate transactions and occasional foreclosure proceedings, and business formation or corporate document updates. There will be no litigation or contested matters of any sort!

The legal assistant needs to be competent in using TxDocs for preparing estate planning and probate documents, eFile for filing documents, and SimpliFile for recording documents. She or he also needs to be able to handle simple office bookkeeping, posting payments, and preparing statements in Intuit QuickBooks. Prefer college degree with additional paralegal training, education, or certification, but a number of years of actual experience may be considered in lieu thereof.

The person must be able to work well with area clerks, probate judges and their assistants, and other relevant personnel. An easygoing personality, dependability, close attention to detail, excellent attendance, and the ability to get along with clients and make them feel comfortable are critical. References will be required.

This is a very low-key but fast-paced practice and office. The employee will often be the only one in the office and will be responsible for keeping things running smoothly in the attorney's absence for extended periods.