Paralegal Estate and Trust Planning and Administration at Law Firm in Omaha, Nebraska, United States
**Members Only** is seeking a detail-oriented and organized Paralegal to join their team and assist with estate and trust planning and administration. This role offers the opportunity to work with a highly experienced and knowledgeable team and take on sophisticated and challenging projects.
Key Responsibilities:
- Assisting attorneys and senior paralegals with drafting estate planning documents and property schedules
- Coordinating asset transfers, including financial accounts, business interests, and real estate
- Preparing court documents for probates, inheritance tax proceedings, and guardianship/conservatorship proceedings
- Gathering and analyzing information on estate and trust assets, debts, and expenses
- Communicating with clients, professional advisors, executors/trustees, and court personnel
- Preparing initial drafts of tax returns and related documentation for review by senior paralegals and attorneys
Qualifications:
- At least one year of experience in estate and trust planning and administration
- Experience with probate administration and Nebraska inheritance tax proceedings
- Proficiency in Microsoft Office and other computer software
- Strong communication and time management skills
- Attention to detail and ability to work in a team environment
- Excellent academic and professional credentials
Preferred qualifications:
- Paralegal degree or certificate from an accredited program
- Certified Public Accountant license
What We Offer:
- A people-focused and results-driven culture
- Programs and activities to support employee wellbeing
- Continuous learning and professional development opportunities
- Competitive salary and benefits package, including medical, dental, vision, life and long-term disability insurance, 401(k) with Firm contribution, and Employee Assistance Programs
- Modern and beautiful office space in central Omaha
At **Members Only**, we believe in investing in our people and promoting a diverse, inclusive, and equitable workplace. We are an Equal Opportunity Employer and prohibit discrimination or harassment based on race, color, sex, national origin, ancestry, age, disability, religion, military and veteran status, sexual orientation, gender identity, genetic information, pregnancy, or any other protected status. Join our team and be a part of a great workplace where growth and professional development are encouraged.
