Estates & Trusts Paralegal

Estates & Trusts Paralegal

US-WI-Madison

ID

2024-3174

Category

Legal

Type

Regular Full-Time

FLSA Status

Non-Exempt

Scheduled Hours

40

Workplace

Hybrid

Overview

Foley & Lardner LLP is a great place to work because of what we do and how we do it. Here, your unique perspectives, experiences, and abilities will be embraced and developed, so you can excel. Being a part of Foley means having the opportunities and resources necessary to gain experience, advance professional goals, and forge meaningful connections. It's a place where you can build your career and enjoy professionally satisfying work. We have over 2,300 people who are #HappyatFoley, and we think you will be too.

Foley & Lardner LLP has an excellent opportunity for a skilled Paralegal to join our Estate Planning practice group. This individual will provide direct assistance to our clients and attorneys with all aspects of estate and trust administration. The ideal candidate will work independently and as part of a team, with the ability to manage multiple timelines with minimum supervision, and will need to possess excellent oral and written communication skills.

Responsibilities

Prepare estate planning and probate documents
• Prepare financial statements, accountings, schedules, and Excel financial analyses
• Assist attorneys with estate and trust administrations and client accounts
• Maintain beneficiary information
• Schedule distributions
• Process gifts and the receipt of new trust assets
• Assist with preparation of tax returns (e.g., Forms 706, 709, and 1041)
• Attend client meetings and maintain frequent client contact for administration matters

Qualifications

• High School Diploma or GED required; Bachelor's Degree in Accounting, Finance, or Business Administration preferred
• Minimum of three (3) years of estate and trust administration experience required
• Excel knowledge and experience with estate and tax software a plus #LI-Hybrid

Foley & Lardner LLP is a top ranked law firm with offices throughout the United States and abroad. At Foley we strive to remain true to our core values- our clients, integrity, our people, citizenship, diversity, trust & respect, stewardship & accountability and professional satisfaction. As a result, we offer the highest quality legal counsel to our clients, as well as outstanding professional opportunities for our employees.

Foley employees enjoy a comfortable, yet professional work environment, exceptional benefit package, state-of-the-art technology, work/life balance, great working relationships and much more.

We invite you to consider a career with Foley.