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Paralegal - Madison Office

Posted: 09/12/2021

DeWitt LLP seeks a full-time estate planning, trust and estate, and business paralegal with at least three years of law firm experience for its Madison, Wisconsin location.  A DeWitt employee must be a team player, detail-oriented, have a proven work ethic, and have excellent communication skills. Savvy technical skills, professionalism, and the ability & confidence to manage the workflow from multiple attorneys will make you a well-rounded candidate. 

Responsibilities:  
Estate planning and trust and estate responsibilities will include: 

  • Collection of financial, personal, and health-related information
  • Preparation of estate planning documents
  • Document analysis
  • Categorization and understand financial documents related to trust funding
  • Understanding all facets of trust and estate administration
  • Preparation of trust and estate accountings, including preparation of fiduciary tax and estate returns,
  • Understanding of guardianship administration.
Business responsibilities will include:
  • Entity formations, dissolutions
  • Foreign qualifications
  • Issuance and transfer of stock/membership units
  • Annual reporting filing
  • Maintenance of corporate record books
  • UCC preparation and filing
  • Preparation of audit letters
  • Due diligence organization
  • Drafting closing documents & corporate resolutions with preparation of closing books.
 Qualifications:  
  • Prior law firm experience as a trust and estate and business paralegal
  • Certification or Associate degree from a certified paralegal program
  • Microsoft Office Suite proficiency including Word, Excel, and Outlook
  • Excellent interpersonal and communication skills, both oral and written
  • Ability to work independently, as well as part of a team
  • Strong time management skills and ability to multi-task while handling a large volume of work
  • Some real estate experience would be a plus.

Professionalism, communication, courtesy, and respect are the foundation of DeWitt's work environment and culture.  DeWitt provides excellent pay, benefits, and a culture where people thrive.  Please submit your resume to recruiting@dewittllp.com.
 
 

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