Job Details

Paralegal Wealth Strategies

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Aug 15,2018

Posted on

Aug 04,2018

Years of Experience

Min 3 yrs required

Location

Clayton, MO
Practice Area
Trusts and Estates >> Trusts and Estates
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Paralegal - Wealth Strategies Duties: Meet and communicate with clients to gather and provide information. Manage and administer the property owned by decedents, including the preparation of drafts of pleadings to open a decedent’s estate, inventory of property, decedent’s final income tax return, fiduciary income tax returns, estate and inheritance tax returns, annual and final settlements, and transfer documents. Prepare drafts of documents and amendments related to estate planning – including wills, durable powers of attorney, health care directives, amendments, trust documents, transfer of assets of revocable trusts, and diagrams for estate plans. Administer the property held by trustees – including but not limited to processing routine transactions such as income deposits, payment of administrative expenses, distributions to beneficiaries, periodic accountings to beneficiaries, security sales and purchases, fiduciary income tax returns, and investments for trusts and estates. Participate in probate conferences and assist in explaining the procedures to clients. Prepare drafts of all routine forms, petitions and orders. Handle all administrative and clerical functions related to the estate. Interact and communicate with all non-legal parties involved, such as insurance agents, real estate agents, banking agents, and administrative & judicial agents. Docket and monitor deadlines associated with estates.

Qualification and Experience

Requirements: A four year degree or paralegal certificate; 3+ years legal experience – paralegal certificate a plus; Proficient with Microsoft’s Word, Excel, and Outlook; Efficient and effective with great time management skills; and Ability to work independently to meet deadlines and prioritize projects. Must have: Great communication skills(verbal and written); Collaborative team player able to work well with others; Self-motivated; and Understanding of project and process management.

Company info

Hiring Coordinator
Lathrop & Gage LLP
Pierre Laclede Center
7701 Forsyth Boulevard , Suite 400
Clayton, MO 63105

Review:

"Was a great firm until they decided to lay me off"

Former Employee - Reviewed on December 16, 2017

This firm really needs to lower their expectations and set realistic goals. For starters they should lower the starting salary to something more appropriate for new attorneys and decrease the amount of available of overtime hours.

Pros : Great fellow coworkers, top notch front desk staff, and excellent pay that is well above average. I also enjoyed the work environment as it always felt laid back and casual.
Cons : Unfortunately they hired too many attorneys and could not afford to pay us all the high salary that we were used to for so long. This led to a large lay off and downsizing of the firm.
Current or former employee? : Former Employee

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