- Establish and maintain relationships with clients throughout an administration while acting as a liaison between clients and attorneys.
- Interpret wills and trust documents to implement the estate and/or trust administration process.
- Prepare various probate and trust documents, accountings and fiduciary estate tax returns.
- Interact with various external sources such as accountants, banking institutions, brokerage firms and financial advisors.
- Interact with the County Circuit Courts.
- Draft and prepare probate filings.
- Must have exceptional organizational skills, strong attention to detail with the ability to multi-task, prioritize and meet deadlines.
- Must possess excellent oral and written communication skills.
- Must be an independent thinker and self-starter.
- Must have basic knowledge of Microsoft Outlook, Word and Excel and the intellectual curiosity and willingness to learn and use new computer programs.
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Trusts & Estates Paralegal - Milwaukee, United States - Reinhart Boerner Van Deuren SC
Description
We have an immediate opening in our Trusts & Estates department in our Milwaukee office. Our Trusts and Estates Practice helps clients build and preserve their wealth, both for themselves and for their heirs.Besides providing comprehensive trust and estate services, our attorneys often collaborate with financial institutions and trust companies to promote the client's best interests and ensure the client's needs are met.
Job SummaryWork collaboratively with all parties involved in the planning and succession process, particularly multigenerational families.
You will work with attorneys who partner with our clients other financial advisersincluding accountants and insurance professionalsto carry out the clients estate plan as documented in their Will and Trust documents.
Essential Duties and Responsibilities:
Education:
The ideal candidate will have a Bachelor's Degree in Accounting, Finance or Business. Paralegal certificate is a plus.
Other:
If you can demonstrate the skills and commitment required for this position, we invite you to discover the Reinhart Advantage.
Reinhart Boerner Van Deuren is an equal opportunity employer.We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability, or any characteristic protected by law.
