Krause Estate Planning is seeking a detail-oriented, organized, and experienced Paralegal to join our team in Wisconsin.
KEY RESPONSIBILITIES:
Independently manage assigned probate, estate, and trust administration files
Collect, analyze, and summarize client and decedent asset data
Draft legal documents and reports including inventories, accountings, and funding summaries
Maintain accurate billing and meet productivity expectations
Regularly communicate with clients regarding case status, next steps, and follow-ups
Record deeds and facilitate communication with financial institutions regarding asset transfers
Meet internal and court deadlines; ensure documentation is submitted accurately and on time
Schedule and attend client meetings; assist in document signings and notarization
Track case progress using digital systems and maintain detailed file notes
Provide guidance, training, and mentorship to Paralegal I team members to support their skill development
Proactively pursue opportunities for professional growth through continuing legal education (CLEs), relevant certifications, and skill enhancement initiatives
WHAT'S REQUIRED?
2-5 years of Paralegal experience; experience in Estate Planning and Probate is strongly preferred
High School Diploma or equivalent; Associate's or Bachelor's degree is preferred
Paralegal Certificate is preferred
Organized, detail-oriented, and able to manage multiple priorities
Professional presence with integrity and a client-first mindset
BENEFITS:
Employer Paid Medical, plus Dental and Vision Options
Disability/Critical Illness Insurance Options
401(k)
Flexible Spending Account
Employee Assistance Program
WORK ENVIRONMENT:
This is an office-based role that will work Monday through Friday at our Oregon, WI location during regular business hours.
ABOUT US:
Krause Estate Planning & Elder Law Center offers comprehensive estate planning and elder law services for a wide range of matters, including wills, trusts, and Medicaid planning. We have locations in Oregon, Brookfield, and Madison, WI.