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Location : Wisconsin - Madison
Refer to Job # UEUS769573
Paralegal The candidate will have a college degree or paralegal certificate along with experience in estate planning, probate, and trust administration. Familiarity with community property law and tax issues applicable to estates and trusts is beneficial. Assist the attorney during initial client conferences and follow-up meetings. Review and understand the basic provisions of estate planning documents. Communicate effectively with clients and others. Arrange for the valuation of assets. Prepare inventories of assets and spreadsheets to show allocation of assets. Conduct legal research for review by attorney. Draft probate pleadings and other legal documents for attorney review. E-File appropriate documents with the court, tax authorities, or other agencies. Maintain various documents and financial records for trusts and estates.
The candidate should have excellent written, verbal, and interpersonal communication skills. Should have organizational skills to manage multiple projects, deadlines, and conflicting priorities. Should have demonstrated ability to draft documents with keen attention to detail and accuracy. Should have srong math skills. Should have ability to analyze options and anticipate client and/or attorney needs. Proficiency in Microsoft Office, with an emphasis on Excel and Word is needed. Proficiency with cloud-based document management systems is needed. Should have Bachelor's degree or paralegal certificate.
Email: firstname.lastname@example.org NO CALLS PLEASE
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