Office Location: Milwaukee, WI ESSENTIAL DUTIES AND RESPONSIBILITIES: Collect information related to estates and trusts, probate and non-probate assets, date of death asset values, and determining any marital property interests. Prepare probate court forms and non-probate transfer forms. Maintain communications with beneficiaries and assist in filing documentation for asset transfers and claim forms for life insurance and retirement benefits. Prepare and file gift tax returns and estate tax returns. Prepare inventories and accountings for estates and trusts. Prepare real estate deeds and accompanying real estate transfer returns. Assist with funding trusts. Review account statements and maintain client files. Prepare basic loan instruments. QUALIFICATIONS AND EDUCATION REQUIREMENTS: Prior estate and trust administration experience and working knowledge of Wisconsin probate court procedures preferred. Bachelor’s Degree preferred. Paralegal certificate from an ABA accredited program preferred. Prior experience filing complex Federal estate tax returns preferred. Proficiency in MS Office Suite, ProSystem Fx Tax, E.V.P., Simplifile, and Wisconsin Circuit Court efiling preferred. Ability to effectively communicate orally and written and provide exceptional service to all internal and external clients. Strong interpersonal skills. Ability to work collaboratively within a team and adapt to different work styles. Excellent time-management and project management skills. Highly organized and able to prioritize appropriately in a fast-paced environment. Office Location: Milwaukee, WI ESSENTIAL DUTIES AND RESPONSIBILITIES: Collect information related to estates and trusts, probate and non-probate assets, date of death asset values, and determining any marital property interests. Prepare probate court forms and non-probate transfer forms. Maintain communications with beneficiaries and assist in filing documentation for asset transfers and claim forms for life insurance and retirement benefits. Prepare and file gift tax returns and estate tax returns. Prepare inventories and accountings for estates and trusts. Prepare real estate deeds and accompanying real estate transfer returns. Assist with funding trusts. Review account statements and maintain client files. Prepare basic loan instruments. QUALIFICATIONS AND EDUCATION REQUIREMENTS: Prior estate and trust administration experience and working knowledge of Wisconsin probate court procedures preferred. Bachelor’s Degree preferred. Paralegal certificate from an ABA accredited program preferred. Prior experience filing complex Federal estate tax returns preferred. Proficiency in MS Office Suite, ProSystem Fx Tax, E.V.P., Simplifile, and Wisconsin Circuit Court efiling preferred. Ability to effectively communicate orally and written and provide exceptional service to all internal and external clients. Strong interpersonal skills. Ability to work collaboratively within a team and adapt to different work styles. Excellent time-management and project management skills. Highly organized and able to prioritize appropriately in a fast-paced environment.