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Paralegal

Paralegal

DUGGAN BERTSCH, LLCDes Moines, IA, US
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Paralegal About DUGGAN BERTSCH :

  • DUGGAN BERTSCH is a full-service law firm that specializes in the needs of the Private Client.
  • Our clients include ultra-high net worth and new wealth individuals (business owners, athletes, and entertainers).
  • Our practice areas include trusts & estates, corporate, litigation, real estate, sports & entertainment, tax, healthcare and a stand-alone tax and accounting firm.
  • We are a group of talented entrepreneurial legal professionals who care about culture and have a multi-state presence.

Job Summary :

  • We are looking for a detail-oriented Paralegal to join our growing firm.
  • Job responsibilities include :

  • Assist attorneys in the preparation and administration of trusts and estates.
  • Draft and review legal documents, including wills, trusts, powers of attorney, and estate planning documents.
  • Conduct legal research and gather relevant information for cases.
  • Maintain and organize client files and records.
  • Communicate with clients, beneficiaries, and other parties involved in the estate planning process.
  • Coordinate and manage the probate process, including filing necessary documents with the court.
  • Assist in the preparation of estate tax returns and other related financial documents.
  • Ensure compliance with all legal and regulatory requirements.
  • Qualifications :

  • Associate's degree or paralegal certificate from an accredited institution preferred but not required Minimum of 2 years of experience as a paralegal, preferably in trusts and estates.
  • Strong understanding of estate planning, probate, and trust administration.
  • Excellent written and verbal communication skills.
  • Proficiency in legal research and document drafting.
  • Detail-oriented with strong organizational skills.
  • Ability to work independently and as part of a team.
  • Proficiency in Microsoft Office Suite and legal research databases.
  • Benefits :

  • Medical, Dental, and Vision insurance  Immediate participation in 401(k) and 100% vested match after 1 year of service   Company paid life and long-term disability insurance  HSA, HRA and Flex Spending Account options  Dynamic and diverse work environment  Opportunities for professional growth and development.  Paid holidays and 15 PTO days annually  This position can be based in one of our following locations : Chicago, IL Des Moines, IA Omaha, NE #DBLAW   Powered by JazzHR
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