Estate Planning Paralegal / Trust Fund Coordinator

2-5 yrs required

Full-time

No

SEO friendly job title: Estate Planning Paralegal / Trust Fund Coordinator at Law Firm in Kansas City

H1 Heading: Estate Planning Paralegal / Trust Fund Coordinator Opportunity at Lewis Brisbois in Kansas City

H2 Heading: Responsibilities and Qualifications for Estate Planning Paralegal / Trust Fund Coordinator Position

Bold Headline: Join a Leading Law Firm in Kansas City as an Estate Planning Paralegal / Trust Fund Coordinator

The Kansas City office of Lewis Brisbois, a full-service AmLaw 100 firm, is seeking a skilled Estate Planning Paralegal / Trust Fund Coordinator to join their team. This position offers competitive compensation and a range of benefits, including medical, dental, life insurance, 401(k) with employer contribution, and PTO for eligible classifications.

Responsibilities:

- Prepare legal documents for estate planning, trust settlement, probate, and entity installation using existing templates and creating new documents as needed.
- Draft trusts using Wealth Docx software.
- Maintain files and entity books on an annual basis.
- Conduct trust and funding administration using FundingPro software.
- Create funding documents for trusts, trust settlements, and entities.
- Copy and mail funding letters.
- Meet with clients and attend seminars (some travel required).
- Create annual Asset Review Reports and perform updates.
- Obtain funding verification for trusts, trust settlements, and entities.
- Conduct workshops for clients using Lifespan software.

Qualifications:

- Proficiency in Microsoft Office programs.
- Strong attention to detail.
- Excellent organization, facilitation, communication, and presentation skills.
- Ability to manage multiple, competing priorities and meet deadlines.
- Experience with Wealth Docx, FundingPro, WealthCounsel, DocuBank, and Lifespan software/services.

Lewis Brisbois is an equal opportunity employer and offers a diverse and inclusive work environment. We are dedicated to providing our employees with opportunities for growth and development, and we offer competitive compensation and benefits packages.

If you are a qualified and experienced Estate Planning Paralegal / Trust Fund Coordinator looking for a new opportunity, apply now at Lewis Brisbois in Kansas City. Join our team and be a part of a leading law firm in the industry.

Not specified

Medical, Dental, Life Insurance, 401(k) with employer contribution, Paid Time Off

Not specified

Estate Planning, Trust Funding, Legal Document Drafting, Wealth Docx, FundingPro, WealthCounsel, DocuBank, Lifespan, Microsoft Office, Communication, Organization, Prioritization, Attention to Detail

Paralegal Certificate or Equivalent Experience

Apply through the company website or email resume and cover letter to the contact person listed.

Qualification and Experience Paralegal Certificate or Equivalent Experience

Legal