Paralegal

Job Description

Job Description

We are looking for a skilled Paralegal to join our team on a long-term contract basis in Saint Louis, Missouri. This role is ideal for professionals with expertise in estate planning, probate law, and trust administration who thrive in a collaborative and detail-oriented environment. The successful candidate will play a key role in supporting tax and legal processes while maintaining excellent communication with clients and advisors.

Responsibilities :

• Prepare estate, gift, and income tax returns, including Forms 1041, 1065, and 706.
• Assist with trust funding, administration, and managing required notices.
• Draft estate planning documents and coordinate trust funding processes.
• Support probate administration tasks, such as opening and closing estates, e-filing, handling accountings, and transferring assets.
• Communicate effectively with clients and financial advisors to address inquiries and provide updates.
• Ensure beneficiary designation forms are completed accurately and in a timely manner.
• Maintain strong organizational practices to manage multiple priorities and meet deadlines.
• Utilize Microsoft Office Suite and Adobe tools to complete documentation and administrative tasks efficiently.
• Minimum of 3 years of experience in probate, trust, and tax-related work.
• Solid understanding of estate planning principles and trust funding processes.
• Familiarity with beneficiary designation forms and their applications.
• Strong organizational skills with exceptional attention to detail.
• Ability to manage competing deadlines and prioritize tasks effectively.
• Proficiency in Microsoft Office Suite and Adobe software.
• Excellent written and verbal communication skills to interact with clients and team members.