Paralegal in Madison, WI| LawFirmStaff

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Title : Paralegal

Location : Wisconsin - Madison
Refer to Job # GSLZ755049


Paralegal The candidate led by team-leader attorney, will work directly with outstanding clients on estate planning and probate matters. Microsoft Office Suite, primarily Word, Excel and Outlook, as well as Adobe Acrobat skills are required. Should have Drafting experience, including clear and concise general correspondence and legal documents. Must have exemplary organizational skills. Will have the following responsibilities as they work with the attorneys, office manager and staff to manage the various needs of clients: Supporting attorneys in delivering a comprehensive estate plan for clients, including, but not limited to, maintaining accurate and detailed records of client data; Drafting probate and estate planning documents for client, with attorney supervision (including Revocable Trusts, Wills, Advance Health Care Directives, Durable Powers of Attorney). Other documents include preparing and recording deeds and other forms along with completing electronic filing of court documents; Proofreading and finalizing documents for client signature; Case management and deadline tracking; Creating client copies of relevant documents, including estate planning binders; Training new staff members on duties and procedures; Organizing large quantities of client paper and electronic documents and files; Communicating directly with clients, beneficiaries, appraisers, and asset managers by phone, e-mail, and formal written correspondence; Providing general administrative duties to support the office as needed and with client projects; and Performing other duties as assigned by the attorneys or office manager.
 
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