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    6 results for Midlevel Paralegal 4 6 Years Experience in Milwaukee, WI

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    Robert Half is seeking an experienced Trust & Estates Paralegal to join an industry leading firm in downtown Milwaukee, WI. This client is looking for someone with 3-5+ years of experience handling trusts & estates as a paralegal. This position is paying extremely competitive depending on experience. The responsibilities for this position include but are not limited to:


    • Assist in the preparation of estate tax returns, gift tax returns and fiduciary income tax returns
    • Maintain books and record for estates and trusts
    • Assist with asset valuations (as of date of death and alternate valuation date)
    • Verify bank balances and prepares inventory and appraisement
    • Coordinate and manages post-death administration of trusts and estates Maintain estate bank accounts and investments
    • Prepare and file probate forms and manage dockets
    • Prepare fiduciary accountings; organize assets; coordinate trust funding; marshal assets; prepare real property deeds and related documents Prepare annual trust accounting
    • Prepare schedules for asset distribution and trust funding, and coordinate the distributions on termination of trust
    • Determine the documentation necessary to effect sale or transfer of probate and non-probate assets including real estate, securities, bank accounts, other case earnings, promissory notes, mortgages, automobiles and recreational vehicles
    • Obtain federal and state tax clearance to release any tax liabilities
    • Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds
    • Preparation of financial/computation spreadsheets

    Requirements for this position include:


    • Bachelor's Degree
    • 3-5+ years of experience
    • Excellent written and oral communication skills


    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

    Midlevel Paralegal 4 6 Years Experience Jobs in Milwaukee

    Paralegal <p>Robert Half is seeking an experienced Trust & Estates Paralegal to join an industry leading firm in downtown Milwaukee, WI. This client is looking for someone with 3-5+ years of experience handling trusts & estates as a paralegal. This position is paying extremely competitive depending on experience. The responsibilities for this position include but are not limited to:</p><p><br></p><ul><li>Assist in the preparation of estate tax returns, gift tax returns and fiduciary income tax returns</li><li>Maintain books and record for estates and trusts</li><li>Assist with asset valuations (as of date of death and alternate valuation date)</li><li>Verify bank balances and prepares inventory and appraisement </li><li>Coordinate and manages post-death administration of trusts and estates Maintain estate bank accounts and investments</li><li>Prepare and file probate forms and manage dockets </li><li>Prepare fiduciary accountings; organize assets; coordinate trust funding; marshal assets; prepare real property deeds and related documents Prepare annual trust accounting</li><li>Prepare schedules for asset distribution and trust funding, and coordinate the distributions on termination of trust</li><li>Determine the documentation necessary to effect sale or transfer of probate and non-probate assets including real estate, securities, bank accounts, other case earnings, promissory notes, mortgages, automobiles and recreational vehicles</li><li>Obtain federal and state tax clearance to release any tax liabilities</li><li>Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds</li><li>Preparation of financial/computation spreadsheets</li></ul> Legal Assistant <p>Robert Half is searching for a Legal Assistant to join a wonderful firm in Milwaukee, Wisconsin. This role is key in providing comprehensive legal administrative support, including preparing and proofreading legal documents, maintaining electronic files, and managing client relations. The Legal Assistant will also be responsible for managing the calendar schedules of attorneys and assisting in various administrative duties within the law firm.</p><p><br></p><p>Responsibilities:</p><p><br></p><ul><li>Accurately preparing and proofreading legal documents to ensure their readiness for client use.</li><li>Taking charge of electronic file maintenance to ensure easy access and retrieval of documents.</li><li>Managing the intake process of clients, ensuring all necessary paperwork and information are collected.</li><li>Handling the calendar management for attorneys, scheduling meetings, appointments, and court appearances as required.</li><li>Providing comprehensive administrative support to timekeepers to assist in their daily tasks.</li><li>Utilizing Case Management Software effectively for efficient case handling.</li><li>Performing billing functions as needed, ensuring accuracy and timeliness.</li><li>Ensuring smooth communication and maintaining good relations with clients.</li><li>Coordinating schedules within the team to ensure efficient workflow.</li></ul> Legal Assistant <p>Robert Half's Legal Division is seeking a Client Advisor in Milwaukee, Wisconsin. This role involves complex case analysis, project management, and client/relationship management in a legal setting. The ideal candidate would be comfortable working four days a week in office, one day a week from home, and would be interested in an alternative legal career.</p><p><br></p><p>Duties of this position include but are not limited to:</p><p><br></p><p>• Conducting detailed case intake discussions with attorneys</p><p>• Developing expert witness search strategies based on case theories</p><p>• Converting complex legal requirements into actionable research parameters</p><p>• Managing client engagements from beginning to end across multiple service lines</p><p>• Monitoring client usage throughout the duration of the client's contract</p><p>• Ensuring all deliverables are of exceptional quality and delivered in a timely manner</p><p>• Establishing and maintaining robust relationships with attorney clients</p><p>• Presenting research findings and recommendations to key stakeholders</p><p>• Proactively identifying and addressing potential challenges</p><p>• Acting as a trusted advisor throughout the litigation process.</p><p><br></p><p>If you feel as if you meet this background and are interested in hearing more, please apply directly to this job posting. We look forward to hearing from you!</p> Legal Assistant <p>Robert Half is searching for a Legal Assistant to join a wonderful firm located in Waukesha, Wisconsin. This role is key in providing comprehensive legal administrative support, including preparing and proofreading legal documents, maintaining electronic files, and managing client relations. The Legal Assistant will also be responsible for managing the calendar schedules of attorneys and assisting in various administrative duties within the law firm. </p><p><br></p><p>Responsibilities:</p><p><br></p><ul><li>Ensure efficient and accurate handling of client inquiries and provide administrative support to timekeepers.</li><li>Oversee and manage attorneys' calendars with precision and punctuality.</li><li>Perform dictation tasks with high attention to detail and accuracy.</li><li>Monitor and maintain electronic file system to ensure up-to-date and organized records.</li><li>Undertake the client intake process, ensuring high levels of customer service and professionalism.</li><li>Format and proofread legal documents, ensuring they meet the required standards.</li><li>Balance check registers as part of financial management duties.</li><li>Provide expertise in various areas of law including Trusts & Estates, Labor & Employment, and Corporate Law.</li><li>Use Word and Excel proficiently for a variety of tasks.</li></ul> Paralegal We are in search of a Paralegal with expertise in insurance defense to become a part of our team. The role's primary focus will be on insurance defense litigation, including subrogation and coverage disputes. The selected candidate will be based in Milwaukee, Wisconsin, United States.<br><br>Responsibilities: <br><br>• Assist in all aspects of insurance defense, including subrogation and coverage disputes.<br>• Analyze, organize, and summarize large volumes of information, with a special emphasis on medical records.<br>• Draft detailed documentation such as timelines and reports for case and trial preparation.<br>• Proactively manage the scheduling of depositions and other key case events, ensuring all deadlines are met.<br>• Support attorneys in various litigation case management tasks, including motion practice, discovery, and trial preparation.<br>• Regularly update files, databases, and contact lists, ensuring all information is accurate and readily accessible. Paralegal We are in search of a diligent Paralegal to be a part of our team in Deerfield, Illinois. In this role, you will be responsible for managing annual report filings, overseeing invoice processing, and coordinating with various department heads. You will also manage the corporate governance work and maintain relationships with legal service providers.<br><br>Responsibilities:<br>• Manage the preparation of annual report filings for various legal entities.<br>• Oversee the process of legal invoice processing.<br>• Establish and maintain strong, detail oriented relationships with legal service providers.<br>• Manage the corporate governance work within the organization.<br>• Coordinate with various department heads for efficient communication and workflow.<br>• Review Non-Disclosure Agreements (NDAs) as necessary.<br>• Handle additional job duties as they are assigned.<br>• Develop and manage efficient filing systems to ensure smooth operations.<br>• Utilize technologies such as Microsoft Office to enhance productivity and efficiency.