Trust & Estates Paralegal

About the role

Trust & Estates Paralegal (Milwaukee)

Responsibilities

• Probate Administration: Handle all aspects of opening and closing probate proceedings, including preparing and filing court petitions, inventories, accountings, and related documents.
• Tax Preparation: Assist with the preparation of federal and state estate tax returns, individual and fiduciary income tax returns, and gift tax returns.
• Client Communication: Serve as a primary point of contact for clients, beneficiaries, trustees, and financial advisors regarding case status and document requests.
• Tax Research: Conduct research on tax laws.
• File Management: Maintain organized and detailed electronic case files and manage attorney deadlines.

Requirements

• Minimum of 3–5 years of dedicated experience in trust and estate administration and/or planning, or minimum of 3-5 years of experience in or tax return preparation.
• A Paralegal Certificate from an ABA-approved program is required; Bachelor’s degree preferred. An accounting degree or certificate is a plus.

Skills

• Exceptional Attention to Detail: Accuracy in drafting and administration is mandatory.
• Empathy and Professionalism: Ability to communicate effectively with clients during emotional, high-stress situations.
• Independence: Ability to work proactively with minimal supervision and manage competing deadlines.
• Strong Communication: Excellent verbal and written communication skills for interacting with courts, clients, and advisors.

Benefits

Professional and friendly work environment and a competitive compensation and benefits package.

Pay

N/A

Schedule

N/A

Qualifications

Strong understanding of probate court procedures, tax filings, and fiduciary accounting. Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and document management systems, and experience with tax and accounting software is preferred.

Equal Opportunity Employer

Trusts and Estates

Contact

Qualified candidates may submit resume and salary requirements to: Human Resources von Briesen & Roper, s.c. 411 East Wisconsin Avenue, Suite 1000 Milwaukee, Wisconsin    53202 hr@vonbriesen.com