Trusts Estates Legal Assistant Jobs in Milwaukee

Trust Operations Manager - Custody Accounts The candidate is a member of the Fiduciary Operations & Services leadership team and has responsibility for all custody operation aspects. Essential Duties And Responsibilities: ..

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 ..

... experience, including planning for taxable estates, and 3 years of estate ... and desires.Draft and review wills, trusts, powers of attorney, and other ... estate matters, including preparation and..

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 ..

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 ..

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. ..