Summary

Connect Search is hiring a Paralegal in Milwaukee.

Responsibilities

• Establish and maintain relationships with clients throughout an administration while acting as a liaison between clients and attorneys.
• Interpret wills and trust documents to implement the estate and/or trust administration process.
• Prepare various probate and trust documents, accountings and fiduciary estate tax returns.
• Interact with various external sources such as accountants, banking institutions, brokerage firms and financial advisors.
• Interact with the County Circuit Courts.
• Draft and prepare probate filings.

Qualifications

• Experience as a legal secretary or assistant or paralegal
• Bachelor's degree or Paralegal certificate