Trust and Estates Paralegal

Hunter Recruiting
St Louis, MO

Trusts & Estates Paralegal

St. Louis, MO

80-100K


Trust and Estates Paralegal Responsibilities

  • Preparing estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and 706).
  • Assisting with trust process, including funding, administration, and notices.
  • Assisting with the preparation of basic estate planning documents and related trust funding.
  • Assisting with probate administration, including opening/closing estates, e-filing, preparing accountings, and handling asset transfers.
  • Communicating with clients and advisors.


Trust and Estates Paralegal Requirements

  • 3+ years of probate, trust and tax experience.
  • General understanding of estate planning principles and trust funding procedures.
  • Knowledge of beneficiary designation forms and ability to coordinate with clients' financial advisors.
  • Strong organizational skills, attention to detail and good judgment.
  • Ability to manage high volume priorities while working with others to meet deadlines.
  • Excellent written, verbal and interpersonal communication skills, especially when working with clients.
  • Experience with Microsoft Office Suite (Word, Excel, and PowerPoint) and Adobe, required.

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