Estate Planning Paralegal

Foley & Lardner LLP is a great place to work because of what we do and how we do it. Here, your unique perspectives, experiences, and abilities will be embraced and developed, so you can excel. Being a part of Foley means having the opportunities and resources necessary to gain experience, advance professional goals, and forge meaningful connections. It’s a place where you can build your career and enjoy professionally satisfying work. We have over 2,300 people who are #HappyatFoley, and we think you will be too.

Foley & Lardner LLP has an excellent opportunity for a skilled Paralegal to join our Estate Planning practice group. This individual will provide direct assistance to our clients and attorneys with all aspects of estate and trust administration. The ideal candidate will work independently and as part of a team, with the ability to manage multiple timelines with minimum supervision, and will need to possess excellent oral and written communication skills.

• Prepare estate planning and probate documents
• Prepare financial statements, accountings, schedules, and Excel financial analyses
• Assist attorneys with estate and trust administrations and client accounts
• Maintain beneficiary information
• Schedule distributions
• Process gifts and the receipt of new trust assets
• Assist with preparation of tax returns (e.g., Forms 706, 709, and 1041)
• Attend client meetings and maintain frequent client contact for administration matters

• High School Diploma or GED required; Bachelor's Degree in Accounting, Finance, or Business Administration preferred
• Minimum of three (3) years of estate and trust administration experience required
• Excel knowledge and experience with estate and tax software a plus #LI-Hybrid