Estate Planning and Settlement Paralegal

We are a local law firm with a fast-paced work environment designed to exceed our clients’ expectations. We have offices located in Appleton, Oshkosh, and Green Bay. This position is based in our Appleton office, with periodic travel to our Green Bay and Oshkosh locations as needed. This role is not available as a work from home position.

We are looking for a full-time team member. The schedule is as follows: Monday – Thursday 8:00 am to 5:00 pm and Friday 8:00 am – 12:00 pm. Occasional evening hours will be required, as needed, and usually scheduled in advance.

Our new team member will begin by training under the Lead Settlement Paralegal, but we expect them to quickly take on their own case files. The ideal candidate will be able to quickly adapt to handling all aspects of client case files from start to finish. All team members must maintain the highest degree of client coordination and service as well as confidentiality. The following responsibilities may be part of a standard workday, but each day varies based on client needs, the office schedule, and Attorney support requirements. The ideal candidate can multitask, be flexible in their duties and workload.

• Conduct client meetings
• Work with client to gather personal and financial information
• Track important deadlines and maintain the client file
• Reconcile finances and confirm values
• Complete court and financial institution forms
• Draft legal documents and verify asset ownership or designation
• Communicate with clients and professionals via email and phone
• Schedule for attorneys and clients
• Work through maximizing the value of an estate using tools such as
  • Online auctions/life auctions
  • Specialists in antiques, collectibles, weapons, coins, art, historical documents, firearms, etc.
  • Other, sometimes unique, methods of establishing value for an estate on behalf of a family. 

The right applicant must enjoy a self-directed work environment while solving problems independently and enjoys efficiently multi-tasking. We also strongly encourage Paralegal participation in creating a process that fits both the position and the personal style of the Paralegal. 

We desire a team player who likes working with others to accomplish common goals and joins in enthusiastically when the office takes time for team building activities. In exchange, we offer competitive compensation, health, dental, and vision insurance, a retirement plan with employer match, as well as a great work environment. We also enjoy helping our team members grow through education, cross-training, and shadowing. It is our goal to have all our Paralegals certified through the State Bar of Wisconsin.

Experience in a legal environment is required. Background in Estate Planning and Settlement is helpful but not required. We are willing to train the right candidate, but a positive attitude and strong work ethic are essential.

We look forward to reviewing your cover letter explaining why you are the best candidate for us and looking through the resume of your experience. Your resume must include compensation history for positions held in the past 10 years. Please submit both a resume and cover letter to Katie@HooperLawOffice.com.