Business Estate Planning Paralegal in Appleton, WI| LawFirmStaff

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Title : Business Estate Planning Paralegal

Location : Wisconsin - Appleton
Refer to Job # IEDD756288


Business Estate Planning Paralegal The candidate should have 3 plus years experience drafting simple to complex estate planning documents. Experience in business law is a plus. Additionally, the business estate planning paralegal is responsible for providing administrative support to the business and estate planning attorney(s). Create and maintain client files. Prepare wills, trusts, powers of attorney and probate documents using drafting software. Provide full administrative support including screening calls, greeting clients, calendaring, preparing routine and advanced correspondence, and filing. Maintain follow-up system. Handle confidential and time sensitive material. Promote and foster positive relationships with clients and prospective clients. Experience in or desire to learn business law is required. Paralegal degree preferred. Must have intermediate to advanced skills in Microsoft Word, Excel and Outlook. Knowledge of Wealth Counsel and HotDocs preferred. Experience with PC Law is a plus.
 
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