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Description

Robert Half is seeking an experienced Trust & Estates Paralegal to join an industry leading firm in downtown Milwaukee, WI. This client is looking for someone with 3-5+ years of experience handling trusts & estates as a paralegal. This position is paying extremely competitive depending on experience. The responsibilities for this position include but are not limited to:

• Assist in the preparation of estate tax returns, gift tax returns and fiduciary income tax returns

• Maintain books and record for estates and trusts

• Assist with asset valuations (as of date of death and alternate valuation date)

• Verify bank balances and prepares inventory and appraisement

• Coordinate and manages post-death administration of trusts and estates Maintain estate bank accounts and investments

• Prepare and file probate forms and manage dockets

• Prepare fiduciary accountings; organize assets; coordinate trust funding; marshal assets; prepare real property deeds and related documents Prepare annual trust accounting

• Prepare schedules for asset distribution and trust funding, and coordinate the distributions on termination of trust

• Determine the documentation necessary to effect sale or transfer of probate and non-probate assets including real estate, securities, bank accounts, other case earnings, promissory notes, mortgages, automobiles and recreational vehicles

• Obtain federal and state tax clearance to release any tax liabilities

• Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds

• Preparation of financial/computation spreadsheets

  Requirements

Requirements for this position include:

• Bachelor's Degree

• 3-5+ years of experience

• Excellent written and oral communication skills

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .