Paralegal, Trusts & Estates
About The Position
As a Trust and Estates Paralegal, you will play a vital role in managing estates and trusts, working closely under the guidance of a seasoned Business and Transactions lawyer. This hybrid position allows you to shine both in the office and beyond, with a flexible schedule of just three days a week in the Minneapolis office. Innovative Work Environment: Become part of a forward-thinking firm that enjoys substantial support and visibility from the firm’s executive leadership. Professional Development: Take advantage of continuous learning opportunities and avenues for career growth. Inclusion: Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds. Impactful Contributions: Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service.
Requirements
- Previous relevant experience in Trust and Estates
- Experience with accounting and tax preparation software such as OneSource/Zane, GEMs or ProSystem fx
- Proficiency with Outlook, Word and Excel
Nice To Haves
- a bachelor’s degree and/or paralegal certificate preferred
Responsibilities
- Prepare probate documents and related papers
- Identify, gather and arrange valuation of decedent’s assets and perform tasks required to administer estates from probate through final settlement
- Maintain financial records for use in fiduciary accounting and tax preparation
- Prepare inheritance and estate tax returns, fiduciary accountings, tax projections and liquidity estimates
- Prepare Distribution Schedules, Family Settlement Agreements and related documentation for settlement of estates and trusts
Benefits
- An excellent benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
