Adobe Product Family, Communication Skills, Detail Oriented, Estate Planning, Fiduciary, Funding, Income Tax, Interpersonal Skills, Microsoft Excel, Microsoft Word, Organizational Skills, Paralegal, Presentation/Verbal Skills, Probate, Tax Returns, Team Player, Time Management, Writing Skills
LOCATION
Saint Louis, MO
POSTED
2 days ago
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)
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.