Trust and Estates Paralegal

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.