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Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required

clients and the attorney. - Maintain accurate and up-to-date client records, ensuring all notes and documents are properly organized and filed. - Collaborate with the attorney to prepare, review, and revise estate and elder law planning documents and communications, including trusts, wil...

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Posted On Sep 02, 26
Full-time Experience : Min 3 yrs required

Title: Legal Assistant Job Responsibilities: Client-Facing & Reception - Serve as the first point of contact for clients by answering phones, greeting visitors, scheduling appointments, and ensuring every client interaction reflects the law firm’s caring and professional culture. - Perform initial client intake and...

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Posted On Aug 24, 26
Full-time 1 views

Title: Paralegal Job Responsibilities: - Manage and handle estate planning and probate matters. - Prepare, draft, and file legal documents. - Exhibit strong communication skills and be a self-starter. - Maintain attention to detail and organization in all tasks. - Collaborate as a team player, eager...

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Full-time 69 views Experience : Min 7 yrs required

SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity... Trusts), IDGTs (Intentionally Defective Grantor... Trusts), CLTs (Charitable Lead Trusts),... FLPs (Family Limited Partnerships),... other complex planning techniques. - Draft wills, trusts, powers of attorney, and... related documents specifically tailored to high...

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Full-time 20 views Experience : Min 5 yrs required

Trusts & Estates Attorney Job Title Trusts... & Estates Attorney Job Responsibilities The Trusts & Estates Attorney will... a part of the Trusts and Estates team at... estates. - Administering estates and trusts post-death. - Providing exceptional client... service in partnership with a team of professionals. -...

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Posted On Sep 09, 26
Full-time Experience : 3-5 yrs required

firm is seeking an experienced Trust & Estate Paralegal to join our team. As a key member, you will assist attorneys, other paralegals, and administrative staff in estate planning and trust administration. We value proactive individuals who can work independently,...

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Full-time 118 views Experience : Min 10 yrs required

Wealth Planning Attorney Job ID: 1698 Position: Attorney Location: Multiple Offices Practice Area: Real Estate Open Date: Tuesday, July 25, 2023 Job Function: Legal Job Description: The Position **Members Only.**’s growing Wealth Planning Practice is...

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Full-time 14 views Experience : Min 7 yrs required

Trusts and Estates Attorney Job Category:... firm is seeking a trusts and estates attorney to... join their team in either the Milwaukee or Brookfield, WI office. The ideal candidate must be licensed in Wisconsin and possess seven or more years of...

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Posted On Aug 27, 26
Full-time Experience : Max 2 yrs required

the law firm. The main duties include: - Assisting with the administration of various types of irrevocable trusts as assigned. - Preparing trust... accountings using department-specific software, with training provided. - Assisting with intake and compliance procedures for new trusts. - Maintaining department-specific tr...

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Full-time 1 views Experience : 2-5 yrs required

Job Title: Trusts & Estates Associate Job Responsibilities: The... Trusts & Estates Associate will... be expected to engage in a variety of tasks associated with estate planning, trust administration, and fiduciary litigation. The role requires the candidate to manage and resolve issues...

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Full-time 1 views Experience : 1-4 yrs required

Title: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will support a broad range of estate planning and administration matters. Key responsibilities include: - Assisting with the drafting of estate planning and business succession documents for high-net-worth individuals...

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Full-time Experience : Min 3 yrs required

Associate Job Responsibilities: - Draft wills, trusts, and other estate planning... income tax returns for Trusts and Estates. - Provide advice... and implement estate plans, including charitable planning, business succession planning, and income tax planning. - Assist with the administration of estates and trusts....

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Full-time 7 views Experience : 4-8 yrs required

Title: Private Wealth Associate Job Responsibilities: - Engage in sophisticated estate planning and drafting, ensuring comprehensive and effective legal documentation. - Manage trust and estate administration, overseeing the execution of clients' estate plans and ensuring compliance with legal standards. - Handle estate and gift...

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Posted On Sep 03, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Legal Assistant Job Responsibilities: The role of a Legal Assistant at the law firm involves a variety of administrative and organizational tasks to support attorneys and ensure the efficient operation of the legal office. Key responsibilities include: - Legal & Administrative Support:...

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Posted On Sep 09, 26
Full-time 1 views

Title: Paralegal Job Responsibilities: - Client Intake: - Answer intake calls from prospective clients and gather necessary information for attorney evaluation. - Accurately enter new leads and ensure follow-up to prevent any lapse in communication. - Schedule consultations, send confirmations, and reminders....

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Posted On Sep 09, 26
Full-time Experience : 1-3 yrs required

law firm is seeking a Receptionist/Legal Secretary to join their team. This position is located in their Milwaukee office and involves assisting attorneys, paralegals, and administrative staff with estate planning and trust administration tasks. The ideal candidate will be proactive,...

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Full-time 44 views Experience : Min 8 yrs required

Title: Private Wealth Senior Counsel Job Responsibilities: - Design and implement sophisticated estate plans for individual and business clients. - Assist clients with all aspects of wealth management, asset protection, and gift and estate tax issues. - Work primarily with attorneys in the Financial...

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Posted On Jun 23, 26
Full-time 2 views

Title: Legal Assistant Job Responsibilities: - Transcribing correspondence, legal documents, and court pleadings. - Preparing and drafting real estate documents, probate documents, estate planning documents, and court pleadings. - Filing and e-filing documents with the court. - Managing attorney billing and client invoicing. - Preparing bank...

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Posted On Jun 23, 26
Full-time 3 views

Title: Legal Assistant Job Responsibilities: - Transcribing correspondence, legal documents, and court pleadings. - Preparing and drafting real estate documents, probate documents, estate planning documents, and court pleadings. - Filing and e-filing documents with the court. - Managing attorney billing and client invoicing. - Preparing bank...

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Full-time 1 views Experience : Max 3 yrs required

Title: Associate Attorney Job Responsibilities: - Conduct legal research across case law, statutes, and regulations, and synthesize it into practical, usable recommendations. - Draft and revise briefs, memoranda, motions, and client documents, primarily in business law, probate, and litigation matters. - Support senior attorneys...

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