Paralegal, Trusts & Estates
Ballard Spahr • Minneapolis, MN8d • $80,000 - $115,000 • Hybrid
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Paralegal, Trusts & Estates
Ballard Spahr•Minneapolis, MN
•$80,000 - $115,000•Hybrid
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
Job Search Resources
Career Resources
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