Amundsen Davis, LLC · 3 days ago
Legal Assistant
Brookfield, WI
Full-time
Onsite
Mid, Senior Level
5+ years expAmundsen Davis, a respected full-service business law firm, is seeking a skilled, detail-oriented Legal Assistant to join their collaborative legal team. The role involves managing estate matters from start to finish, ensuring accuracy, organization, and exceptional client service.
AdviceConsultingLegalProfessional Services
Hiring Manager
Darcy Kummerow
Responsibilities
Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
Assist with mailing/filing income tax returns, gift tax returns, and estate tax returns
Maintain and create Corporate Records
Organize and maintain electronic and physical client files, estate documents and trust records
Coordinate signatures, notarization, and documents execution (including e-signature platforms such as DocuSign)
Enter attorney timeslips into iTimekeep
Serve as a primary client contact, ensuring timely communication with beneficiaries and related professionals
Support attorneys with case management from inception through resolution
Qualification
Required
5+ years of legal experience, in Trusts & Estates
Proficiency in fiduciary accounting and legal case/document management
Excellent organization, accuracy, and communication skills
This position requires regular and predictable in-office attendance
Preferred
Bachelor's degree preferred
Company
Amundsen Davis, LLC
Amundsen Davis is a law firm comprised of over 250 attorneys headquartered in Chicago.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
E
Erika Stamper
Partner and Insurance Coverage Attorney
Larry Schechtman
Founding member and Managing Partner
Recent News
2024-11-27
2022-10-13
Company data provided by crunchbase