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Title : Paralegal - Trusts And Estates Part Time

Location : Missouri - St louis
Refer to Job # MAUV796629

Paralegal - Trusts And Estates Part Time 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, Deeds). 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 client's other advisors (i.e. financial advisor, CPA, trust officer) in a professional and timely manner. Should have 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 Word, including working with formatting nuances and styles. 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 preparation of Federal Estate Tax Returns (Form 706) and Income Tax Returns (Form 1041) a plus. Must have a positive attitude and be a team player.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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