Wilson Elser’s Madison office is currently seeking a Trusts & Estates Paralegal to join a fast-paced team.
About the Organization
Wilson Elser is a full-service and leading defense litigation law firm with more than 900 attorneys, across 42 offices in the United States and one in London.
About the Position
Wilson Elser’s Madison office is currently seeking a Trusts & Estates Paralegal to join a fast-paced team. This is an excellent opportunity for legal professionals seeking to expand their careers who are interested in gaining fast-paced professional experience with a national law firm.
Roles and Responsibilities
- Administration of estates including probate of wills, inventory of assets and valuations, preparation of estate and inheritance tax returns
- Preparation of Crummey notices and handling contribution to trusts
- Preparation of gift tax returns
- Drafting documents such as deeds, agreements settling account of fiduciaries, trusteeship changes, disclaimers, decant of trusts
- Drafting formation and assignment documents related to ownership of entities
Minimum Qualifications
- Must have a Bachelor’s degree; paralegal certificate preferred
- 2+ years’ experience as a trusts and estates paralegal involving estate planning as well as administration of trusts and estates
- Experience handling varied aspects of trusts and estates practice including;
- Administration of estates including probate of wills, inventory of assets and valuations, preparation of estate and inheritance tax returns
- Trust administration experience
- Preparation of gift tax returns
- Experience dealing with ownership of entities, such as formation and assignment documents
Preferred Skills
- Strong organizational skills and attention to detail
- Clear and effective communication skills both orally and written
- Strong computer skills with proficient in MS Office Suite and document management systems
- Must be able to work independently and be proactive
- Must be able to multitask and successfully manage a variety of demands daily
How to Apply?
Apply online by sending your credentials to Careers@wilsonelser.com and putting “Madison Trusts & Estates Paralegal” in the subject line.
