Trust Estate Paralegal Jobs in Milwaukee

Trust Operations Manager - Custody Accounts ... and deadlines are met for trust operations – custody team. Identifies ... between and among the whole Estate Planning team. Develops a strong..

Trust Services Paralegal The candidate will assist with administration of various types of irrevocable trusts. Will assist with and prepare trust accountings as assigned using department-specific software. Assist with intake and ..

Tax And Family Office CPA The candidate will perform duties include: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns; Trust administration ..

Legal Assistant The candidate will assist in cases work in Bankruptcy, Estate Planning, Eldercare, and Civil Litigation. Assist with phone communication, schedule meetings and calendar deadlines and filing as well as ..

Legal Secretary The candidate will type correspondence, prepare estate planning documents and assist attorneys with probate and guardianship matters. Must have good grammar and proofreading skills and possess the ability to ..

Tax And Family Office CPA Responsibilities: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns. Trust administration and family office services, including ..

... of experience in probate and trust administration. The role involves managing ... administration. The role involves managing estate administration matters and requires strong ... client communication skills.DutiesManage probate and..

Guardianship Program and Benefit Coordinator Duties: Provides programmatic and administrative support for program staff, which may include preparing correspondence, client address changes, copying, faxing, and overall organization and upkeep of Department. ..