Legal Secretary/Probate Paralegal - Marinette, WI

$41,600 - $62,400/Yr

Wolfe Legal Planning S.C - Marinette, WI

Full-time - Entry Level

Marinette, WI

Professional, Scientific, and Technical Services

About the position

The Legal Secretary/Probate Paralegal position at Wolfe Legal Planning, S.C. involves supporting attorney Steven Wolfe in probate and estate planning work. The role requires effective communication with clients and third parties, maintaining case files, drafting legal documents, and ensuring positive client interactions. This full-time position is essential for the smooth operation of the law firm, focusing on client intake, document preparation, and financial documentation related to estate planning.

Responsibilities

• Assist attorney with probate and estate planning work.
• Administer communication with clients and third parties.
• Maintain case files and correspondence.
• Draft and interpret legal documents.
• Meet with clients and assist with client intake.
• Review and document clients' financial information.
• Review wills and other estate planning documents.
• Prepare and file probate forms with the court.
• Maintain a calendar and/or docket system to track important dates.
• Review creditors' claims against a decedent's estate.
• Prepare financial documents, including accountings.
• Communicate with clients and other third parties verbally and in writing.

Requirements

• Self-motivated with excellent communication skills.
• Proficiency in Microsoft Word and ability to work with Excel or other financial programs.
• Excellent analytic and problem-solving skills.
• Reasonable proficiency in math and accounting.

Nice-to-haves

• Experience in a legal environment or with probate and estate planning documents.

Benefits

• Competitive salary based on experience and training.
• Equal opportunity employer with consideration for all applicants.