Paralegal in Madison, WI| LawFirmStaff

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Title : Paralegal

Location : Wisconsin - Madison
Refer to Job # NRUE724394


Paralegal Candidate will assist with their business law, probate, and estate planning practice. must have a paralegal degree or certification from an accredited college or university. Will include: In Business Law, Draft correspondence, fee agreements and legal documents. File documents with the Department of Financial Institutions. Assist with incorporation, maintenance, acquisition, modification or dissolution of corporations, LLCs and partnerships. In Probate and Estate Administration, assist with all aspects of probate and estate administration start to finish.Preparation of probate documents with minimal direction from attorney. Maintain the calendar, deadline, and schedule for completing documents, filing the inventory, and closing the estate. Correspondence with clients, financial institutions, and beneficiaries to obtain necessary information, and answer typical questions by email or phone concerning estate administration. Preparation and transmittal of all necessary papers to transfer securities. Preparation and filing of claims for insurance proceeds and death benefits. Preparation of accounts in the probate court; preparation of trust accounting. In funding of Revocable Living Trusts, drafting and filing of real estate deeds, transfer returns, and related memoranda. Ordering deeds from title companies or register of deeds; Ordering title reports. Drafting of company specific forms and instructional letters to coordinate assets with trusts. Correspondence with clients to collect asset information and to confirm funding of assets. Working with clients' financial advisors on proper titling of accounts. Answering typical questions by email or phone concerning assets and funding. Qualifications: Must have: Associates or bachelor's Degree. 1+ years of paralegal work experience: Experience in either or both of the following practice areas is a plus:Business law. Probate and estate and trust administration. Strong communication skills - written and verbal. Advanced knowledge of Microsoft Office (Word, Excel, Power Point and Outlook); Advanced computer skills. Manage correspondence with clients and scheduling. Maintenance of calendar relative to deadlines and timing within the matter. Directly assist and take instruction from the attorney with the matter; ability to interact with multiple attorneys. Ability to record accurate information and strong attention to detail; strong grammar, spelling, and punctuation. Excellent organizational skills and attention to detail. Excellent people skills; responsive and courteous interaction with clients. Issue assessment and problem-solving skills. Ability to work independently, with little supervision or direction, including consistent follow through on assignments. Professional demeanor and mature attitude; ability to develop and maintain positive interpersonal relationships.
 
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