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Amundsen Davis LLC

Legal Assistant

Amundsen Davis LLC, Goerkes Corner, Wisconsin, United States

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Brookfield 300 N Corporate Dr Brookfield, WI 53045, USA

Amundsen Davis is a full‑service business law firm comprised of 260 attorneys headquartered in Chicago. As one of the fastest growing law firms in the Midwest, we understand the entrepreneurial thinking that drives business decisions for our clients. We use this insight to respond to the needs of clients creatively, expediently and pragmatically. The firm handles the transactional, labor and employment, and litigation needs of companies across the U.S. Our experience in both litigated and transactional matters makes us a unique partner for your business. The law firm has offices in the following locations: Chicago, Crystal Lake, St. Charles, and Rockford, IL; Cleveland and Columbus, OH; Milwaukee, Appleton, Brookfield, Green Bay, and Madison, WI; St. Louis, MO; and Indianapolis, IN.

We are seeking a skilled, detail‑oriented

Legal Assistant

to join our collaborative legal team. If you have a strong background in

Trusts & Estates

and thrive in a fast‑paced, client‑focused environment, this is an excellent opportunity to make a meaningful impact. You’ll work closely with attorneys to manage estate matters from start to finish, ensuring accuracy, organization, and exceptional client service.

Essential Duties and 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 document 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

Required Competencies, Education and Experience

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

What We Offer

In‑Office Work Schedule

Benefits, following 30 days of employment

Supportive, team‑focused environment

Professional growth

Amundsen Davis, LLC is an Equal Opportunity Employer. We support and encourage workforce diversity. We do not discriminate because of an individual’s race, color, religion, gender, national origin, sexual orientation, gender identity or expression, ancestry, citizenship, creed, marital status, veteran status, age, family care‑giving responsibilities, genetic profile or predisposition, pregnancy or disability with respect to hiring, promotion, firing, compensation, or other terms, conditions, or privileges of employment.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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