Estate Settlement Associate / Paralegal

Stock Yards Bank & Trust • Louisville, KY

1d • Onsite

About The Position

Assist Trust Counsel, Trust Coordinator and Officers in all aspects of estate administration.

Requirements

• Proficient in Microsoft Word, Excel and PowerPoint
• Excellent grammar and business writing skills
• Ability to analyze and summarize wills, trusts, and related court documents
• Display willingness to learn new concepts
• Effective and proactive communication skills, both written and verbal, with all levels of personnel and clients
• Cultivate positive client relationships
• Execute tasks according to their priority
• Ability to foster teamwork and camaraderie
• Ability to maintain confidentiality while handling sensitive issues tactfully
• Detail-oriented
• Consistently self-motivated and dependable
• Professional appearance and demeanor
• Primarily sedentary work performed in an office environment
• Ability to sit for extended periods of time while working at a computer
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
• Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
• Visual acuity sufficient to read computer screens, printed documents, and financial data
• Occasional standing, walking, bending, or reaching
• Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)

Nice To Haves

• Post-secondary education or paralegal certification/degree preferred
• 2–3 years of experience in a paralegal, trust, or related legal support role preferred
• Paralegal certificate or degree, or equivalent combination of education and relevant experience preferred

Responsibilities

• Gather, review and organize decedent’s financial/personal information
• Secure and preserve decedent’s real and personal property
• Communicate with attorney of record throughout the estate process
• Locate and collect decedent’s assets and personal property, including real estate, vehicles, jewelry, guns, coins, investment accounts, bank accounts, life insurance policies, annuities, etc.
• Assist with transfer of special assets to include real estate, closely held businesses, savings bonds, mineral rights, etc.
• Draft probate pleadings, including Petition, Inventory, Settlements, etc.
• Cancel or transfer utilities, insurance and other services as needed
• Maintain frequent and effective communication with decedent’s family and beneficiaries
• Work with tax department and CPA regarding tax filings, including compiling required documents and information
• Perform file management of paper and computer files
• Assist with compliance checklists and estate reviews
• Other estate administration functions as needed

Benefits

• 401(K) with a company match of up to 6%
• ESOP employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Cancer/Disease insurance
• Accident insurance
• Flexible Spending Accounts
• Flexible Savings Accounts
• Health Savings Accounts
• Bank paid Life/AD&D insurance
• Voluntary Life/AD&D insurance
• Bank paid Short-Term and Long-Term Disability insurance
• Employee Stock Purchase Plan
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree