Trust Administration Coordinator Madison WI

7 days ago


Madison, Wisconsin, United States Drake & Company Full time

Are you looking for a challenging and rewarding role as a Trust and Estates Legal Assistant? Look no further than Drake & Company

About the Role:

We are seeking an experienced professional with a minimum of 3-5 years of experience in trust and estate law to join our team. As a Trust and Estates Legal Assistant, you will have the opportunity to work closely with our attorneys to assist with trust administration and estate planning matters.

Responsibilities:

  • Assist attorneys with trust administration and estate planning matters.
  • Draft and prepare legal documents related to trusts and estates.
  • Format and proofread documents for accuracy and clarity.
  • Manage client communications and maintain organized case files.
  • Handle the client intake process and ensure proper documentation.
  • Conduct time entry and maintain accurate billing records.
  • Maintain attorneys' calendars and schedule appointments.
  • Handle probate court procedures and filings.
  • Prepare estate tax returns and assist with related tax matters.
  • Review and analyze estate planning documents for accuracy and compliance.
  • Facilitate communication between clients, attorneys, and other stakeholders.

Benefits:

As a member of our team, you can expect a competitive salary range of $65,000 - $85,000 per year, depending on experience, as well as a top-tier benefits package.



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