Estate Planning Paralegal
Not Disclosed•Full-TimeOn-site
location_onDowntown Milwaukee Post Office, 345, West Saint Paul Avenue, Menomonee River Valley, Milwaukee, Milwaukee County, Wisconsin, 53203, United States
About the Firm
This firm boasts an incredible history of longevity with its paralegals, fostering a supportive environment where professionals can build long-term careers. The team specializes in sophisticated estate planning matters, offering a client-facing role that combines legal precision with meaningful client interaction.
About the Role
We are seeking an Estate Planning/Probate Paralegal to join a practice dedicated to complex fiduciary work. In this position, you will manage the end-to-end administration of trusts and estates, preparing necessary probate and trust documents and notices specifically for Wisconsin. Your day-to-day will involve facilitating trust administrations, preparing fiduciary accountings, and handling gift and estate tax returns. You will also be responsible for scheduling and managing court and tax filings to ensure timely compliance.
Application Process
To submit a resume confidentially, please contact the recruiter directly via email or phone.
Equal Opportunity
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
About the Search Firm
GPAC (Growing People and Companies) is an award-winning search firm that has been placing quality professionals across multiple industries in the United States since 1990. We are extremely competitive and client-focused, recognizing that our value lies in our ability to deliver the right solutions at the right time.
Work location
Work model: On-site
Downtown Milwaukee Post Office, 345, West Saint Paul Avenue, Menomonee River Valley, Milwaukee, Milwaukee County, Wisconsin, 53203, United States
Milwaukee, Wisconsin
Key Responsibilities
- check_circlePrepare necessary probate and trust documents and notices for Wisconsin
- check_circlePrepare fiduciary accountings, gift tax returns, and estate tax returns
- check_circleFacilitate trust administrations
- check_circleSchedule and manage court and tax filings in a timely manner
- check_circleHandle sophisticated estate planning matters in a client-facing capacity
Requirements
- verified2+ years estate administration experience
- verifiedAppropriate educational background
- verifiedExperience preparing fiduciary accountings
- verifiedExperience preparing gift tax returns
- verifiedExperience preparing estate tax returns
- verifiedKnowledge of Wisconsin probate and trust documents
Similar Job Opportunities
Frequently asked questions about Estate Planning Paralegal at gpac
What does a Estate Planning Paralegal at gpac do?expand_more
In this Estate Planning Paralegal at gpac role, you will prepare necessary probate and trust documents and notices for wisconsin; prepare fiduciary accountings, gift tax returns, and estate tax returns; facilitate trust administrations; and schedule and manage court and tax filings in a timely manner.
What are the requirements for this Estate Planning Paralegal role?expand_more
To qualify for the Estate Planning Paralegal at gpac position, applicants should have: 2+ years estate administration experience; Appropriate educational background; Experience preparing fiduciary accountings; Experience preparing gift tax returns; Experience preparing estate tax returns; and Knowledge of Wisconsin probate and trust documents.
Where is the Estate Planning Paralegal role at gpac located?expand_more
Estate Planning Paralegal at gpac is based in Downtown Milwaukee Post Office, 345, West Saint Paul Avenue, Menomonee River Valley, Milwaukee, Milwaukee County, Wisconsin, 53203, United States. This is a on-site role.
Is this Estate Planning Paralegal job remote, hybrid, or on-site?expand_more
gpac has listed this Estate Planning Paralegal role as on-site.
How much experience is required for this Estate Planning Paralegal role?expand_more
Estate Planning Paralegal at gpac typically requires 2+ years of relevant experience at the mid level level.
What skills do you need for the Estate Planning Paralegal role at gpac?expand_more
Key skills for Estate Planning Paralegal at gpac include Estate Planning; Probate; Estate Administration; Trust Documents; Fiduciary Accountings; Gift Tax Returns; Estate Tax Returns; and Trust Administrations.
What category does the Estate Planning Paralegal role belong to?expand_more
Estate Planning Paralegal at gpac is part of the accounting & finance job category on Recrutus.