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Title : Paralegal (trusts - Estates)

Location : Missouri - St louis
Refer to Job # KYAC765516

Paralegal (Trusts - 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. Assist clients with completion of trust and estate funding documents such as beneficiary forms, account titling documentation, LLC assignments, and the like Preparation of trust and estate accountings. Preparation of Estate Tax Returns (Form 706) and possibly Trust and Estate Income Tax Returns (Form 1041). Preliminary drafting of estate planning documents (Wills, Trusts, Powers of Attorney, Deeds). Pro-active communication with clients and professional advisors. Various ancillary and administrative duties as may be requested. Should have 4 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). 4+ years of direct experience with estate planning and estate/trust administration is required. Must have high level of proficiency with Microsoft Word, including working with formatting nuances and styles. Proficiency in Microsoft Excel is required. Experience with practice management software is needed. Experience with preparation of Federal Estate Tax Returns (Form 706) and Income Tax Returns (Form 1041) strongly preferred. Experience with document drafting software such as HotDocs, WealthDocx, or similar program strongly preferred. Candidates who have completed a paralegal professional certification or have advanced paralegal education or Bachelor's degree will receive preference.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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