A well-established Madison law firm is seeking an Estate Planning Paralegal to join its team. This is a newly created position offering the opportunity to work closely with an experienced estate planning attorney on substantive estate planning, trust administration, and probate matters.
Summary of Responsibilities
- Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and related correspondence
- Assist with probate and estate administration matters from intake through completion
- Conduct legal and factual research and review documents for accuracy and completeness
- Communicate with clients, courts, financial institutions, and other third parties
- Manage deadlines, maintain files, track ongoing matters, and support attorneys with day-to-day estate planning and probate work
Qualifications
- 3-5+ years of estate planning experience (5+ years preferred)
- Experience handling probate and estate administration matters
- Strong drafting experience with estate planning documents
- Excellent organizational skills and attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple priorities and deadlines
- Paralegal certificate, associate's degree, or bachelor's degree preferred
- Proficiency with Microsoft Office and legal practice management software
- Professional, client-focused, and team-oriented approach to work
Direct-hire opportunity with benefits including health insurance, 401(k) with Safe Harbor contribution, life and disability insurance, and employer-supported parking options.
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