Paralegal

Krause Estate Planning is seeking a detail-oriented, organized, and experienced Paralegal to join our team in Wisconsin.

JOB SUMMARY:

The Paralegal is responsible for independently managing standard probate, trust administration, and estate planning matters. This role involves significant client contact, document drafting, and asset coordination. The Paralegal is expected to take initiative in managing assigned cases, meeting deadlines, and communicating proactively with clients, attorneys, and external parties.

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

COMPENSATION AND BENEFITS:

• This position offers an hourly rate between $25.25-$33.03/hour
• Medical, Dental, and Vision Options
• Disability/Critical Illness Insurance Options
• 401(k)
• Flexible Spending Account
• Employee Assistance Program
• Pre-Paid Legal
• Identity Theft Protection

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.

Pay: $25.25 - $33.03 per hour

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person