Estate and Trust Paralegal

*Office Location: Milwaukee, WI* We are seeking an Estate and Trust Paralegal in our Milwaukee office to assist Shareholders and Associates with a full range of estate and trust matters.
*ESSENTIAL DUTIES AND RESPONSIBILITIES**:* * Collect information related to estates and trusts, probate and non-probate assets, date of death asset values, and determining any marital property interests.
* Prepare probate court forms and non-probate transfer forms.
* Maintain communications with beneficiaries and assist in filing documentation for asset transfers and claim forms for life insurance and retirement benefits.
* Prepare and file gift tax returns and estate tax returns.
* Prepare inventories and accountings for estates and trusts.
* Prepare real estate deeds and accompanying real estate transfer returns.
* Assist with funding trusts.
* Review account statements and maintain client files.
* Prepare basic loan instruments.
*QUALIFICATIONS AND EDUCATION REQUIREMENTS**:* * Minimum of five years of prior estate and trust administration experience and working knowledge of Wisconsin probate court procedures required.
* Bachelor’s Degree preferred.
* Paralegal certificate from an ABA accredited program preferred.
* Prior experience filing complex Federal estate tax returns preferred.
* Proficiency in MS Office Suite, ProSystem Fx Tax, E.
V.
P.
, Simplifile, and Wisconsin Circuit Court efiling preferred.
* Ability to effectively communicate orally and written and provide exceptional service to all internal and external clients.
* Strong interpersonal skills.
* Ability to work collaboratively within a team and adapt to different work styles.
* Excellent time-management and project management skills.
* Highly organized and able to prioritize appropriately in a fast-paced environment.
Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Health insurance * Health savings account * Life insurance * Paid time off * Professional development assistance * Referral program * Retirement plan * Vision insurance Schedule: * Monday to Friday Work Location: Hybrid remote in Milwaukee, WI 53202