Trusts & Estates Paralegal

Trusts & Estates Paralegal
Company:

Ub Greensfelder Llp



Job Function:

Legal

Details of the offer

UB Greensfelder LLP is a full-service, Am Law 200, super-regional law firm focused on exceeding client expectations and delivering superior, customized legal solutions. Created in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., the firm's 275 lawyers advise regional, national, and global businesses on a wide range of legal matters across more than 25 specialized practice and industry groups. UB Greensfelder has nine primary office locations, including Chicago; Cincinnati; Cleveland; Columbus, Ohio; Florida; New York; Southern Illinois; St. Louis; and Washington, DC.
UB Greensfelder has an opening for an experienced trusts and estates paralegal in the St. Louis office.
Responsibilities Include: Assisting with the probate process, including opening/closing estates, e-filing, preparing accountings, and handling asset transfers. Assisting with trust process, including funding, administration, and notices. Assisting with the preparation of basic estate planning documents and related trust funding. Assisting with the preparation of estate tax returns, gift tax returns, individual and fiduciary income tax returns. Communicating with clients and advisors. Qualified Applicants Will Have: 3+ years of probate, trust and tax experience. General understanding of estate planning principles and trust funding procedures. Knowledge of beneficiary designation forms and ability to coordinate with clients' financial advisors. Strong organizational skills, attention to detail and good judgement. Ability to manage high volume priorities while working with others to meet deadlines. Excellent written, verbal and interpersonal communication skills, especially when working with clients. Experience with Microsoft Word, Excel and Adobe. UB Greensfelder provides top-quality, sophisticated legal services, serving business clients ranging from small entrepreneurs to international companies. Our work environment is business casual and we offer a competitive compensation and benefits package, which includes well-being initiatives, paid parental leave and support programs, and a parking/transportation stipend to name just a few. If you desire to work in a truly people-focused environment for a firm that values its employees, then UB Greensfelder is the firm for you.
UB Greensfelder places a high value on diversity and is committed to cultivating an equitable and inclusive environment where all of our employees can thrive.  Candidates from diverse backgrounds are strongly encouraged to apply.


Source: Grabsjobs_Co

Job Function:

Requirements

Trusts & Estates Paralegal
Company:

Ub Greensfelder Llp



Job Function:

Legal

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