This job has closed.

Technology Hub Inc · 1 day ago

Senior Paralegal

Minneapolis, MN

Full-time

Onsite

Senior Level

5+ years exp

Technology Hub Inc is seeking a Senior Paralegal to manage all aspects of trust and probate administration. The role involves client and trustee meetings, drafting legal documents, and preparing various tax returns and court filings.

ConsultingInformation TechnologyMobile AppsTraining

Hiring Manager

Torry Blake

Responsibilities

Responsibilities include all facets of trust and probate administration, including meeting with clients, trustees and family members; communicating with beneficiaries; drafting correspondence and legal documents; preparing deeds, asset spreadsheets and probate pleadings; preparing federal estate tax returns and gift tax returns; preparing fiduciary income tax returns for estates and trusts; preparation and review of annual trust accountings; reviewing bank and brokerage statements; notarizing documents; and organizing and maintaining client files

Research, draft and file probate court documents

Compile information, computations and draft federal and state estate tax returns

Compile information, computations and draft federal gift tax returns

Marshalling the collection and transfer of assets, payment of debts and administration expenses and the distribution of assets to beneficiaries for probate estates and funded trusts

File wills in appropriate counties

Prepare deeds

Ensure proper docketing and timely filing of all tax returns and court papers

Prepare and send correspondence, including composing transmittal letters, etc

Communicate with banks, other financial institutions and relevant parties to assist with administration of trust

Prepare Guardianship/Conservatorship forms and assist with all necessary filings with the Court and CAAP

Prepare and coordinate requests for duplicating, messenger delivery, word processing, special mail handling, accounting and other office services

Meet with clients and attorneys concerning the estate and/or trust

Accurate recording of time for billing purposes

Qualification

Paralegal certificateProbate estate administrationDrafting probate documentsFederal estate tax returnsFederal gift tax returnsMS Word proficiencyMS Excel proficiencyNotary

Required

College degree and paralegal certificate

5-10 years of experience as a paralegal with a law firm or financial institution, specializing in the areas of probate estate administration

Strong drafting skills with experience in preparation of probate court documents including opening and closing court papers, inventories and accounts

Proficient in administration of probate estates and funded trusts, including the collection and transfer of assets, the payment of debts and administration expenses and the distribution of assets to beneficiaries

Experience in preparation of federal estate tax returns

Proficiency in MS Word, Excel, and probate court e-filing software