What are the responsibilities and job description for the Trust & Estates Paralegal position at von Briesen & Roper, s.c.?
von Briesen & Roper, s.c., is seeking a highly motivated, detail-orientated, and experienced Paralegal to join our Trust & Estates team in our Milwaukee office. This position requires excellent client service and communication skills, high-level organization skills and the ability to manage multiple complex cases efficiently.
The primary responsibilities for this role include:
- Probate Administration: Handle all aspects of opening and closing probate proceedings, including preparing and filing court petitions, inventories, accountings, and related documents.
- Trust Administration: Assist with post-death trust administration, including trust funding, asset valuation, and distributions to beneficiaries.
- Asset Management: Marshall assets, contact financial institutions, prepare property deeds, and prepare asset summaries for tax reporting.
- 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.
Qualifications
Qualified candidates will have a 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.
The ideal candidate will have a 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.
Required skills and traits:
- 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
von Briesen is one of Wisconsin’s leading law firms, recognized as a “Best Places to Work”, a “Top Workplace” and an established leader in expertise, service, and technology. Our firm and its people are committed to providing unparalleled service to our clients and to being among the best in the areas in which we practice. We offer a professional and friendly work environment and a competitive compensation and benefits package. We encourage you to learn more about us at www.vonbriesen.com.
To be considered for this position, please submit an application via our online portal.
Contact hr@vonbriesen.com with any questions.
Equal Opportunity Employer