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Location : Missouri - St louis
Refer to Job # VADK800789
Paralegal - Trusts and Estates The candidate will manage case files for estate and trust administration matters, including workflow and deadline management, Preparation and filing of Probate documents and ancillary estate administration documents, Preparation of trust and estate accountings and reports, Preliminary drafting of estate planning documents (Wills, Trusts, Powers of Attorney, etc), Deed research, preparation, and electronic recording, Assist clients with completion of trust and estate funding documents such as beneficiary forms, account titling documentation, LLC assignments, and the like, Communicate and coordinate with the client's other advisors (i.e. financial advisor, CPA, trust officer) in a professional and timely manner, Prepare estate tax returns and fiduciary income tax returns (or assist with the preparation of same). 5 years of experience in estate planning or elder law legal services under an attorney or lawyer in a law firm setting (equivalent trust or financial institution experience may be considered), High level of proficiency with Microsoft Office products, Must work well with systems, procedures, checklists and new technologies, Experience with document drafting software such as HotDocs, WealthDocx, or similar program preferred, Paralegal certification; advanced paralegal education; or bachelor's degree preferred, Experience with the preparation of Federal Estate Tax Returns (Form 706) and Income Tax Returns (Form 1041) preferred, Must have a professional demeanor, positive attitude, and be a team player.
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