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Title : Part-time Paralegal - Trusts & Estates

Location : Missouri - St louis
Refer to Job # JYOK851505

Part-time Paralegal - Trusts & Estates The candidate will manage case files for estate planning and estate administration matters, including workflow and deadline management. Preliminary draft and edit of estate planning documents (Wills, Trusts, Powers of Attorney, etc.). Preparation and e-filing of Probate documents and ancillary estate administration documents. Preparation of Deeds and asset titling/beneficiary designation documents. Conduct legal research, compile and organize case data and information. Assist with preparation of trust accountings, tax filings, and trust administration. Prepare for and help facilitate client meetings. Communicate with clients, beneficiaries, fiduciaries, and advisors (i.e. financial advisors, CPA, trust officers) in a professional and timely manner. Other duties may be added based on candidate experience. Should preferably have 3+ years of experience in estate planning services under an attorney or lawyer in a law firm setting (however, equivalent trust or financial institution experience may be considered). Paralegal certification, advanced paralegal education, or Associate s/Bachelor's degree are strongly desired. Experience with cloud-based practice management applications and document drafting software is preferred. Experience with the preparation of Federal Estate Tax Returns (Form 706) and Income Tax Returns (Form 1041) is preferred.

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