Paralegal, Trusts & Estates

About the role

As a Trusts and Estates Paralegal within our Private Client Services team, you will:

• Prepare probate documents and related papers;
• Identify, gather and arrange valuation of decedent's assets and perform tasks required to administer estates from probate through final settlement;
• Maintain financial records for use in fiduciary accounting and tax preparation;
• Prepare inheritance and estate tax returns, fiduciary accountings, tax projections and liquidity estimates;
• Prepare Distribution Schedules, Family Settlement Agreements and related documentation for settlement of estates and trusts.

Responsibilities

Prepare probate documents and related papers;

Identify, gather and arrange valuation of decedent's assets and perform tasks required to administer estates from probate through final settlement;

Maintain financial records for use in fiduciary accounting and tax preparation;

Prepare inheritance and estate tax returns, fiduciary accountings, tax projections and liquidity estimates;

Prepare Distribution Schedules, Family Settlement Agreements and related documentation for settlement of estates and trusts.

Requirements

Previous relevant experience in Trust and Estates;

A bachelor's degree and/or paralegal certificate preferred;

Experience with accounting and tax preparation software such as OneSource/Zane, GEMs or ProSystem fx;

Proficiency with Outlook, Word and Excel.

Qualifications

Growth Mindset: Self-motivated with a passion for continuous learning and problem-solving;

Communication: Strong verbal and written communication abilities;

Detail-Oriented: Keen attention to detail with the ability to manage multiple priorities and deadlines independently.

Skills

None specified.

Benefits

The salary range for this position is from $80,000- $115,000 which reflects the Firm's good faith and reasonable estimate of possible compensation at the time of posting. Actual pay will depend on several factors such as the candidate's experience and qualifications.

Baller Spahr offers an excellent benefits package. A summary of available benefits can be found here in the Careers section of the firm's website.

Pay

The salary range for this position is from $80,000- $115,000 which reflects the Firm's good faith and reasonable estimate of possible compensation at the time of posting. Actual pay will depend on several factors such as the candidate's experience and qualifications.

Schedule

This hybrid position allows you to shine both in the office and beyond, with a flexible schedule of just three days a week in the Minneapolis office.