Paralegal, Trusts & Estates
About The Position
Ballard Spahr is a renowned national law firm with more than 750 lawyers across 19 offices in the United States. A career at Ballard Spahr offers a diverse group of mentors, colleagues, and friends, and strong leadership that provides support and encouragement for career growth. 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. Why Join Us? 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
- Growth Mindset: Self-motivated with a passion for continuous learning and problem-solving.
- Communication: Strong verbal and written communication abilities.
- Detail-Oriented: Keen attention to detail with the ability to manage multiple priorities and deadlines independently.
- Previous relevant experience in Trust and Estates; a bachelor’s degree and/or paralegal certificate preferred.
- Experience with accounting and tax preparation software such as OneSource/Zane, GEMs or ProSystem fx.
- Proficiency with Outlook, Word and Excel.
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
- Ballard Spahr offers an excellent benefits package. A summary of available benefits can be found here in the Careers section of the firm’s website.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
