Fiduciary Jobs in Thiensville

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Full-time 23 views Experience : Min 3 yrs required

Title: Lawyer Job Responsibilities: - Provide legal expertise in civil litigation, business transactions, employment, tax, and estate planning. - Deliver high-quality legal services to clients. - Work collaboratively with other attorneys and support staff to ensure exceptional legal service. - Potentially work out of the...

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Posted On Aug 23, 26
Full-time 1 views Experience : 3-5 yrs required

Claims Examiner, Management Liability The candidate will resolve moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. Handle claims from coverage enquiry through legal liability...

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Full-time 6 views Experience : Min 7 yrs required

The role entails significant involvement with fiduciary income tax returns, and... a tax background or a desire to work on taxable estates is considered advantageous. The attorney will work as part of a team, requiring a solid work ethic, str...

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Full-time 2 views Experience : 3-7 yrs required

TITLE: Estate Planning/Probate Attorney JOB RESPONSIBILITIES: The Estate Planning/Probate Attorney at the law firm is entrusted with delivering client-focused legal services in estate planning. The responsibilities include: - Assisting clients in designing estate plans that align with their goals and budgets. - Conducting client meetings...

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Posted On Aug 19, 26
Full-time 1 views Experience : 1-2 yrs required

Title: Paralegal Job Responsibilities: - Typing, formatting, proofreading, and finalizing documents from dictation, handwriting, or existing documents as directed by attorneys. - Maintaining electronic and paper files of legal documents, updated contact lists, and company files. - Managing attorneys' calendars and organizing meetings for...

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Posted On Sep 15, 26
Full-time 2 views Experience : 1-2 yrs required

Title: Legal Assistant Job Responsibilities: - Warmly greet clients and visitors, obtain their names, provide seating and refreshments, and notify the appropriate attorney or Navigator of their arrival. - Prepare, print, assemble, scan, and maintain legal documents and client files. - Witness and notarize...

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Full-time 14 views Experience : Min 7 yrs required

and Estates Attorney Job Category: Attorney Requisition Number: TRUST001246 Posting Details - Posted: April 7, 2026 - Full-Time - Hybrid Job Details Description The law firm is seeking a trusts and estates attorney to join their team in either the Milwaukee...

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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...

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Posted On Jul 07, 26
Full-time 2 views Experience : 2-3 yrs required

Title: Trust Strategist and Legal Assistant Job Responsibilities: - Support a team of trust strategists with a variety of administrative functions, including scheduling meetings, managing CRM entries, and general support. - Assist with pre-acceptance and onboarding of new trust company clients,...

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

planning, trust administration, and fiduciary litigation. The role requires... the candidate to manage and resolve issues related to marital property disputes, guardianships, trust modification and reformation, as well as tax and wealth transfer planning. The associate will work closely with...

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Full-time 2 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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Posted On Sep 15, 26
Full-time 2 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: - Probate Administration: Responsible for managing all aspects of opening and closing probate proceedings. This includes preparing and filing court petitions, inventories, accountings, and other related documents. - Trust Administration: Assist in the administration of trusts following a death,...

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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 20 views Experience : Min 5 yrs required

& Estates Attorney Job Title Trusts & Estates Attorney Job Responsibilities The Trusts & Estates Attorney will become a part of the Trusts and Estates team at the law firm, one of Wisconsin's leading law firms. The primary responsibilities include: - Drafting sophisticated estate plans...

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Posted On Aug 18, 26
Full-time 77 views Experience : 3-20 yrs required

Falls office of a **Members Only.** Top Ranked Law Firm seeks an attorney preferably with 5+ years of experience in transactional, probate, and guardianship law. The candidate will meet with clients in the office or virtually to discuss their...

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