Trust and Estate Legal Assistant

Recruiting Partner: Jamie Klüg

Brookfield, Wisconsin | Legal | Not Remote | $65,000 to $75,000 | Job ID: 170006

Job Summary

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Join a respected full-service law firm with a dynamic team serving corporate, real estate, and estate planning clients across diverse industries. This is an exciting opportunity for an experienced Paralegal to make an impact by providing comprehensive legal support to a collaborative group of attorneys.

Essential Duties and Responsibilities

· Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives

· Assist with mailing/filing income tax returns, gift tax returns, and estate tax returns

· Maintain and create Corporate Records

· Organize and maintain electronic and physical client files, estate documents and trust records

· Coordinate signatures, notarization, and documents execution (including e-signtaure platforms such as DocuSign).

· Enter attorney timeslips into iTimekeep

· Serve as a primary client contact, ensuring timely communication with beneficiaries and related professionals

· Support attorneys with case management from inception through resolution

Required Competencies, Education and Experience

· 5+ years of legal experience, in Trusts & Estates

· Proficiency in fiduciary accounting and legal case/document management

· Excellent organization, accuracy, and communication skills

· Bachelor’s degree preferred

· This position requires regular and predictable in-office attendance

 

JOB ID: 170006

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Jamie Klüg

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Additional Information

At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.

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Jamie Klüg

Senior Recruiting Partner & Training Coach