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Job Description & How to Apply Below
TRUST & ESTATES PARALEGAL
Location:
St. Louis (Downtown)/ Hybrid Flexibility
Salary: $75,000 $ 90,000/ annually
Benefits:
Comprehensive Benefits Package (Health/Dental/Vision/LTD and more)
Interested Candidates should submit a resume to Kim Goldstone, Managing Partner, at
Responsibilities- Assisting with the probate process, including opening/closing estates, e-filing, preparing accountings, and handling asset transfers.
- Assisting with trust process, including funding, administration, and notices.
- Assisting with the preparation of basic estate planning documents and related trust funding.
- Assisting with the preparation of estate tax returns, gift tax returns, individual and fiduciary income tax returns.
- Communicating with clients and advisors.
- 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 judgement.
- 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 Word, Excel and Adobe.
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