Elder Law Jobs in Racine

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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...

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

appointments, and ensuring every client interaction reflects the law firm’s caring and professional... culture. - Perform initial client intake and maintain warm, ongoing client relationships throughout the planning and administration process. - Serve as the day-to-day liaison between clients and the att...

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...

Full-time 69 views Experience : Min 7 yrs required

Title: Attorney – Estate Planning Job Responsibilities: - Develop and implement advanced estate planning strategies, including but not limited to SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity Trusts), IDGTs (Intentionally Defective Grantor Trusts), CLTs (Charitable Lead Trusts), FLPs (Family Limited...

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...

Full-time 43 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...

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

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 related...

Full-time 14 views Experience : Min 7 yrs required

Job Details Description The law 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...

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...

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....

Full-time 2 views Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options - Conduct client consultations, gather necessary information, and help clients take action - Design and review individualized estate plans to ensure alignment...

Full-time 20 views Experience : Min 5 yrs required

Estates team at the law firm, one of Wisconsin's... leading law firms. The primary responsibilities... include: - Drafting sophisticated estate plans for both taxable and non-taxable estates. - Administering estates and trusts post-death. - Providing exceptional client service in partnership with a team...

Posted On Jun 23, 26
Full-time 2 views

documents, estate planning documents, and court pleadings. - Filing and e-filing documents with the court. - Managing attorney billing and client invoicing. - Preparing bank deposits and processing law firm expenses. - Preparing monthly,... quarterly, and annual tax forms and related financial reports. - Co...

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

Services team at 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. -...

Full-time Experience : Min 3 yrs required

Title: Estate Planning Associate Job Responsibilities: - Draft wills, trusts, and other estate planning instruments. - Prepare and/or review federal transfer tax returns, including estate, gift, and generation-skipping transfer taxes, as well as income tax returns for Trusts and Estates. - Provide advice and...

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

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: Providing comprehensive administrative assistance to attorneys, which...

Posted On Jul 28, 26
Full-time 6 views Experience : 3-20 yrs required

Job OverviewA law firm seeks a Trusts... and Estates Attorney for its Milwaukee, WI office. The ideal candidate will have significant experience in advising high net worth clients on complex wealth transfer clients on sophisticated wealth transfer with...

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