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Foley & Lardner LLP Estates & Trusts Administration Paralegal in Milwaukee, Wisconsin

We have an excellent opportunity available for a paralegal in our Estates & Trusts practice group. This professional individual will provide direct assistance for our clients and attorneys with all aspects of estate and trust administration. The ideal candidate will work independently and as part of a team, with ability to manage multiple timelines with minimum supervision, and will need to possess excellent oral and written communication skills.

  • Provide a wide and growing range of support for probate, estate, and trust administration client matters.

  • Prepare documents to probate and administer estates.

  • Attend client meetings.

  • Research fiduciary, estate, and probate issues.

  • Maintain frequent client contact for administration matters.

  • Bachelor’s degree in Business Administration or Finance (equivalent work experience will be considered in lieu of degree).

  • Minimum of three (3) years’ estate and trust administration experience.

  • Knowledge of fiduciary, income, estate and gift taxes preferred.

  • Estate and gift tax return preparation experience helpful, but not required.

  • Proficiency in estate and tax software and Microsoft Office products.

Job ID: 2021-2092

External Company Name: Foley & Lardner LLP

Street: 777 East Wisconsin Avenue

FLSA Status: Non-Exempt

Scheduled Hours: 40