Paralegal

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 for this position include:

• Bachelor's Degree
• 3-5+ years of experience
• Excellent written and oral communication skills