Legal Staff Paralegal in Saint Louis, MO

Law Firm

Saint Louis, MO

Legal Staff Paralegal in Saint Louis, MO

Legal Staff

No

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Senior Paralegal - Estate Planning & Administration The candidate will manage case files for estate and trust administration matters, including workflow and deadline management. Communicate with clients, beneficiaries, fiduciaries, and advisors (. financial advisors, CPA, trust officers) in a professional and timely manner. Preparation and e-filing of Probate documents and ancillary estate administration documents. Preliminary drafting and editing of estate planning documents (Wills, Trusts, Powers of Attorney, etc.). Conduct legal research, compile and organize case data and information. Assist with preparation of tax filings and trust accountings. Prepare for and help facilitate client meetings. Other duties may be added based on candidate experience. Paralegal certification, advanced paralegal education, and/or a bachelor's degree is preferred. Should have 5+ years of experience in estate planning services under an attorney or lawyer in a law firm setting (however, equivalent trust or financial institution experience may be considered). Must work well with systems, procedures, checklists. Must be tech-savvy and embrace new technologies. Should have the ability to organize and present information in a clear and polished fashion. Experience with cloud-based practice management applications and document drafting software is preferred. Experience with the preparation of Federal Estate Tax Returns (Form 706) and Income Tax Returns (Form 1041) is preferred.