Our client, a well-established, highly respected law firm looking to add a Trust and Estate Planning Legal Assistant to their Brookfield office. This is an excellent opportunity to join a supportive, collaborative team that values professionalism, client service, and work-life balance.

Position Overview

• Prepare and review estate planning documents such as wills, trusts, and powers of attorney.
• Assist with probate and trust administration, including drafting court documents and managing asset inventories.
• Maintain and organize client files, ensuring accuracy and confidentiality.
• Coordinate client meetings, manage calendars, and handle correspondence.
• Communicate with clients, financial institutions, and other parties to gather and relay information.

Experience:

• 2+ years as a legal assistant or paralegal, ideally in trust and estate planning or a similar area.
• Tech-Savvy: Proficiency in Microsoft Office and experience with legal case management software is a plus.
• Detail-Oriented: Strong organizational skills and high attention to detail.
• Client-Focused: Excellent communication and interpersonal skills to ensure a positive client experience.
• Team Player: Ability to work collaboratively and adapt in a fast-paced environment.

Why This Opportunity Stands Out:

• Strong Reputation: Join a well-known, respected firm with a solid presence in the Milwaukee area.
• Growth Potential: Opportunities for professional development and mentorship.
• Great Culture: A supportive, collaborative team that values work-life balance.
• Competitive Compensation: Attractive pay and benefits package.

If you’re an organized, detail-oriented legal assistant with a passion for supporting clients through their estate planning journey, I’d love to connect and share more about this opportunity.