Estates Paralegal

Job Description

Job Description

Frost Brown Todd LLP , a national law firm with 1000+ legal and business professionals across eighteen offices, is currently searching for a full-time Paralegal to join our Tax, Benefits and Estates Practice Group in our Lexington office. This role will assist our attorneys in preparing legal documents, conducting research and facilitating communication for the transfer of assets.

Key Responsibilities :

• Assist Estate Planning and Administration attorneys with relevant plans, ancillary documents, client communications, probate court cases and tax documents.
• Coordinate and communicate with financial planners, Certified Public Accountants, and other outside FBT individuals for transfer of assets during the lifetime of a client or after the death of a client.
• Communicate directly with clients by oral and written methods in substantive, ongoing and significant matters.
• Conduct research related to real estate titling at various Courthouses or online searches.
• Prepare documents to transfer real estate as necessary.
• Prepare corporate documents and minute books as necessary.
• Perform document production review and indexing.
• Organize and compile client-related documentation.
• Prepare various IRS and State Level Tax Return documents, including but not limited to Federal Estate Tax Returns, Federal Gift Tax Returns, and Kentucky Inheritance Tax Returns.
• Assist with drafting of correspondence, court filings, transfer documents, and other ancillary documents.
• Maintain client related electronic files.
• Schedule conferences, client related meetings, and other court appearances.

Job Requirements :

Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k / profit sharing retirement package.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Frost Brown Todd is fully committed to equality of opportunity in all aspects of employment. It is the policy of Frost Brown Todd to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.