Paralegal | Estate and Trust Planning and Administration
About The Position
Koley Jessen is hiring a Paralegal to support estate and trust planning and administration. The role assists attorneys, senior paralegals, and clients with implementing and funding estate plans and settling estates. The position offers access to the resources of a large firm and the opportunity to develop through sophisticated, challenging work in a collaborative, team-oriented environment. The paralegal prepares estate planning and administration materials, coordinates transfers of assets, supports probate and related court proceedings, and gathers and documents information about estate and trust assets and liabilities. The role also involves direct communication with clients and other parties, and preparation of initial drafts of tax returns and related documentation for senior paralegal and attorney review. The position is based at the firm’s central Omaha office, which has modernized workspaces.
Requirements
- At least 3–5 years of paralegal experience; estate and trust planning and administration experience is preferred.
- Experience preparing probate administration documents and related pleadings.
- Experience preparing Nebraska Inheritance Tax Worksheets and related pleadings.
- Proficiency with Microsoft Office, particularly Excel, and other computer and software technologies.
- Excellent written and oral communication skills, including the ability to explain complex topics clearly to clients.
- Excellent time-management abilities and proactive deadline management.
- Keen attention to detail and strong organizational skills.
- Ability to work effectively in a team environment.
- Excellent academic and professional credentials.
Nice To Haves
- Paralegal degree from an accredited paralegal program.
- Paralegal certificate.
- Certified Public Accountant license.
- Prior experience in estate and trust planning and administration.
Responsibilities
- Assist supervising attorneys with preparing estate planning documents and property schedules.
- Coordinate pre- and post-death transfers of financial accounts, business interests such as corporate stock and LLC units, and real estate; prepare related transfer documentation.
- Prepare court pleadings for probate, Nebraska inheritance tax proceedings, and guardianship and conservatorship proceedings.
- Gather, analyze, reconcile, and document information on the value and title of estate and trust assets, debts, and expenses.
- Communicate by phone and written correspondence with clients, professional advisors, executors, trustees, beneficiaries, and court personnel.
- Prepare and assemble initial drafts of federal estate tax returns, federal gift tax returns, Nebraska Inheritance Tax Worksheets, and related documentation for review by senior paralegals and supervising attorneys.
- Balance multiple projects, manage deadlines, and help guide clients through estate and trust planning and administration.
Benefits
- Medical insurance options.
- Dental insurance options.
- Vision insurance options.
- Life insurance options.
- Long-term disability insurance options.
- 401(k) with Firm contribution.
- Employee Assistance Programs.
- Programs and activities to enhance wellbeing.
- Continuous learning and professional development opportunities.
- Competitive salary and a robust benefits package.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
