Trust & Estates Paralegal

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 kim@reverietalent.com

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.

Qualifications

• 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.