Trust and Estates Paralegal
Trusts & Estates Paralegal
St. Louis, MO
80-100K
Trust and Estates Paralegal Responsibilities
Preparing estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and 706).
Assisting with trust process, including funding, administration, and notices.
Assisting with the preparation of basic estate planning documents and related trust funding.
Assisting with probate administration, including opening/closing estates, e-filing, preparing accountings, and handling asset transfers.
Communicating with clients and advisors.
Trust and Estates Paralegal Requirements
3+ years of probate, trust and tax experience.
General understanding of estate planning principles and trust funding procedures.
Knowledge of beneficiary designation forms and ability to coordinate with clients' financial advisors.
Strong organizational skills, attention to detail and good judgment.
Ability to manage high volume priorities while working with others to meet deadlines.
Excellent written, verbal and interpersonal communication skills, especially when working with clients.
Experience with Microsoft Office Suite (Word, Excel, and PowerPoint) and Adobe, required.
#INDGB
Apply tot his job
Apply To this Job
St. Louis, MO
80-100K
Trust and Estates Paralegal Responsibilities
Preparing estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and 706).
Assisting with trust process, including funding, administration, and notices.
Assisting with the preparation of basic estate planning documents and related trust funding.
Assisting with probate administration, including opening/closing estates, e-filing, preparing accountings, and handling asset transfers.
Communicating with clients and advisors.
Trust and Estates Paralegal Requirements
3+ years of probate, trust and tax experience.
General understanding of estate planning principles and trust funding procedures.
Knowledge of beneficiary designation forms and ability to coordinate with clients' financial advisors.
Strong organizational skills, attention to detail and good judgment.
Ability to manage high volume priorities while working with others to meet deadlines.
Excellent written, verbal and interpersonal communication skills, especially when working with clients.
Experience with Microsoft Office Suite (Word, Excel, and PowerPoint) and Adobe, required.
#INDGB
Apply tot his job
Apply To this Job