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Title : Paralegal - Estates And Trusts

Location : Nebraska - Omaha
Refer to Job # IEZU842760

Paralegal - Estates and Trusts The candidate will be meeting and communicating with clients, beneficiaries, and others. Preparing court documents to open, administer, and close a probate estate. Marshaling, organizing, and analyzing asset information. Coordinating with appraisers, accountants, and other allied advisors. Maintaining financial records of estates and trusts and preparing accountings. Preparing documentation needed to transfer/liquidate assets, including securities, real estate, and motor vehicles. Organizing and maintaining client files and calendars for estate and trust administration tasks. Preparing federal estate gift tax returns. Preparing federal estate tax returns. Preparing forms for Nebraska and Iowa inheritance tax determinations and payment. Assisting attorneys with real estate and entity transfer matters. Other duties as assigned. Bachelor's or associate's degree and/or certificate from an ABA-approved paralegal education program is required. Should have 4+ years of experience as a transactional paralegal. Certification from a national paralegal association is preferred. Estate and trust administration experience is preferred Law firm experience is preferred. Familiarity with probate processes and rules, and estate, and gift tax laws regulations are preferred. Experience with tax return preparation software is preferred. Strong verbal and written communication skills are essential. High level of proficiency in Microsoft Office Suite applications, including MS Excel. Must be a proactive self-starter with a high level of attention to detail. Must be a creative problem solver with strong analytical skills

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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