Trusts Jobs in Mequon

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Full-time 120 views Experience : Min 5 yrs required

Wanted at **Members Only,** **Members Only,** is a 60-year-old law firm located in Menomonee Falls, WI serving Milwaukee and the surrounding communities. We are a Christian based organization that values our team and strives to serve our clients and the community....

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...

Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 yrs required

Expert - Expert Center (Midwest) The candidate will work with a focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex...

Full-time 6 views Experience : Min 7 yrs required

Job Title: Trusts and Estates Attorney Job Responsibilities: The... Trusts and Estates Attorney will... be responsible for customizing sophisticated estate plans for clients, with a particular emphasis on planning for high-net-worth individuals. The role entails significant involvement with fiduciary income tax returns,...

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...

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...

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...

Posted On Aug 17, 26
Full-time 1 views Experience : Min 2 yrs required

Title: Payment Processor Job Responsibilities: The Payment Processor is responsible for working within the Accounting Team to document payments made by the law firm and resolve any payment discrepancies that may arise. The essential duties and responsibilities include: - Reviewing and reconciling daily...

Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 yrs required

Expert - Expert Center (Midwest) The candidate will work with a focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex...

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...

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. -...

Posted On Sep 09, 26
Full-time 2 views 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,...

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...

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...

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...

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,...

Posted On Aug 10, 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...

Posted On Sep 21, 26
Full-time 4 views

Firm | Mentorship & Training | Real Career Growth Join a trusted, full-service estate planning firm built for attorneys who want to plant roots and build something lasting. **Members Only.** is a well-established Milwaukee firm serving clients across estate planning, probate...

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