Inheritance Jobs in Wisconsin

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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 : 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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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 2 views Experience : 1-3 yrs required

Title: Attorney-Adviser (Tax) (Senior Technician Reviewer) Job Responsibilities: As an Attorney-Adviser (Tax) (Senior Technician Reviewer) within the Office of Chief Counsel, Associate Chief Counsel (Procedure and Administration), you will undertake a range of responsibilities that involve intricate legal and policy matters relating...

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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 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 Sep 01, 26
Full-time Experience : Min 5 yrs required

Title: Paralegal – Estate Planning, Probate & Trust Administration Job Description: A law firm is seeking a highly motivated and detail-oriented paralegal to join the Estate Planning team. This position requires at least 5 years of experience, excellent client service and...

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Posted On Sep 01, 26
Full-time 1 views Experience : 1-3 yrs required

Title: Legal Assistant Job Responsibilities: - Provide administrative support to attorneys and staff within the law firm. - Perform strong typing and grammatical tasks to ensure accurate document preparation. - Utilize Microsoft Office programs and general computer skills proficiently to assist in daily tasks. -...

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Posted On Sep 01, 26
Full-time 1 views

small tax boutique law firm is seeking a Paralegal whose expertise will be instrumental in supporting a wide array of legal practices and ensuring the smooth operation of legal processes. This role provides an exciting opportunity to engage in diverse...

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Full-time Experience : Min 2 yrs required

Title: Associate Attorney Job Responsibilities: - Conduct legal research and analyze complex legal and business issues. - Draft, review, and revise legal documents, agreements, correspondence, memoranda, pleadings, and other work product. - Advise clients and provide practical, strategic solutions based on their goals and...

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Full-time 1 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...

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Posted On Aug 25, 26
Full-time Experience : Min 10 yrs required

Title: Senior Paralegal Job Responsibilities: - Draft Estate Planning Documents including Wills, Trusts, Property Powers of Attorney (POAs), Healthcare POAs, Living Wills, and Health Insurance Portability and Accountability Act (HIPAA) documents. - Work directly with clients, beneficiaries, and financial advisors to provide guidance...

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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 1 views Experience : Min 6 yrs required

Title: Partner Tax Preparation Advisor Senior Manager Job Responsibilities: - Provide tax compliance and planning guidance to the owners of Company. - Lead large projects and maintain operational excellence. - Innovate processes to enhance tax reporting and compliance. - Manage partnership K-1 income, state tax...

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Full-time 1 views Experience : Min 5 yrs required

Title: AVP & Counsel Job Responsibilities: - Provide legal analysis, advice, and representation before tax authorities to support various business areas within the company. - Advise on tax compliance and structuring of new and existing life insurance, annuity, and long-term care products, with...

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Posted On Aug 19, 26
Full-time 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 Aug 26, 26
Full-time Experience : 2-8 yrs required

OverviewA law firm seeks an Estate Planning Associate in Milwaukee, WI. This role offers an opportunity to join a team recognized for its sophisticated estate planning practice, providing comprehensive services to both individual and business clients. The position involves addressing...

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