Probate/Estate Administration Paralegal

Braun Cathie Kruzel, PC

Scottsdale, AZ

JOB DETAILS
SKILLS
Audiovisual, Brokerage, Commercial Real Estate, Detail Oriented, Establish Priorities, Estate Planning, Financial Planning, Financial Services, Funding, Legal, Microsoft Excel, Microsoft Office, Microsoft Word, Organizational Skills, Paralegal, Probate, Property Tax, Tax Planning, Tax Returns, Tax Software, Time Management, Time Matters, Training Program
LOCATION
Scottsdale, AZ
POSTED
3 days ago

Braun Cathie Kruzel Braun Cathie Kruzel is an AV‑rated law firm in North Scottsdale with a focus on estate planning and trust administration, settlement of both contested and uncontested estate, and related business, real estate, and tax planning.Minimum Qualifications A four‑year bachelor's degree or certificate from an accredited paralegal training program preferredMinimum of two (2) years of probate, estate and trust administration, tax, and financial planning paralegal experienceOr any equivalent combination of education and/or experienceResponsibilities Report to multiple attorneysCommunicate with clients, banks, brokerage firms, and appraisers to obtain information concerning decedent's assetsInteract with trustees, personal representatives, and estate/trust beneficiaries to implement plans of distribution after deathAdminister probate‑related matters, including the preparation of pleadings for formal probates, informal probates, guardianships, and conservatorshipsAdminister trust‑related matters, including the preparation of reformations, settlement agreements, etc., both judicial and non‑judicialWork with attorneys to prepare accountings and plans of division and handle the funding of trustsWork with attorneys to prepare gift and estate tax returns and file with appropriate taxing authoritiesSkills Professional communication with clients, court personnel, attorneys, financial professionals, and taxing authoritiesProficiency with Microsoft Office, advanced knowledge of Word, Excel, and OutlookTechnical writing, drafting, and organizational skills are a plusKnowledge of Time Matters, Time Slips, and tax systems software such as Lacerte is a plusExcellent organization, strong attention to detail, and meeting deadlines are a mustSelf‑starter with a teachable attitudeAbility to prioritize and multitaskBenefits BCK offers an attractive salary, comprehensive benefits package (including medical, dental, vision, life, disability), company‑funded profit sharing and a 401(k) plan, paid time off (holiday, vacation, PTO, sick), and a shortened Friday work schedule throughout the year.Application All qualified candidates are invited to submit a cover letter and resume for consideration to Tiffany Foster at tfoster@bckazlaw.com.#J-18808-Ljbffr

About the Company

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Braun Cathie Kruzel, PC