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Title : Estate/wealth Planning Paralegal

Location : Missouri - Kansas City
Refer to Job # WFGR749199

Estate/Wealth Planning Paralegal The candidate will gather and identify documents in preparation for estate planning and probate. Communicate with clients, court personnel, and public agencies; prepare letters and emails for attorney communication. Draft various documents to include powers of attorney, conservatorships and guardianships. Collect information on assets in preparation of inventory, appraisals, and settlements. Research and determine titling of assets. Maintain financial records and spreadsheets on estates. Prepare and file probate documents in administration of estate. Serves as a witness to will signings. Understanding of public benefits. Perform traditional paralegal duties including producing various documents and correspondence in the public benefits application area. The candidate should have four-year degree in Paralegal Studies or business-related field, along with a one-year paralegal certification. Must have 3+ years as a paralegal working in estate planning/wealth planning areas. Knowledge of legal principles and practices at a level normally acquired through formal paralegal training. Knowledge and experience in estate and wealth planning required. Ability to review, organize and analyze documentation. Interpersonal skills necessary in order to communicate and follow instructions effectively from clients and attorneys. Highly refined skills in critical thinking, written and verbal communication, organization, attention to detail and information gathering. Experience working with all Microsoft Office products (Outlook, Excel, Word) as well as PDF software and scanning within a document management software system.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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