Trust Administration Coordinator Madison WI
7 days ago
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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