Job Details

Estate And Trust Administration Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

Min 3 yrs required

Location

Saint Louis, MO

Date Last Verified

Oct 13,2017

Posted on

Jun 19,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Estate and Trust Administration Paralegal The candidate will work directly with attorneys and clients during estate and trust administration, and qualified candidates must be highly organized, detail-orientated, and a self-motivator. Management of probate estate process and procedures. Preparation of trust and estate accountings. Trust administration. Preparation of federal and state income and estate tax returns (Forms 1040/MO-1040/1041/MO-1041 and Form 706). Assists in preparing, retaining, and organizing legal documents, agreements, pleadings, and accountings related to trust and estate administration. Professionally and clearly communicate with clients, attorneys, and all levels of staff. Perform other tasks as required with accuracy and efficiency.

Qualification and Experience

Qualifications: Undergraduate degree or equivalent work experience. 3+ years’ direct experience; 5 years preferred. Experience with estate and trust tax software (knowledge of ProSeries, GEMS, and EstateVal a plus). Ability to produce accurate legal documents with minimal supervision. Experience preparing forms 1040 required. Office 2010 (Word, Excel, Outlook) experience required.

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