Estate Planning Paralegal
4 weeks ago
Overview
The Kansas City office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an Estate Planning Paralegal / Trust Funding Coordinator. The Trusts & Estates practice group handles trust and estate planning, wealth counseling, and business entity creation and maintenance.
Specific responsibilities include:
* Prepare documents for a wide variety of legal needs, including estate planning, trust settlement, probate, and entity installation using existing document templates and creating documents as needed
* Create drafts of trusts using Wealth Docx software
* Maintain files and entity books on an annual basis
* Trust and funding administration
* Use of FundingPro software
* Create funding documents for Trusts, Trust Settlements, and Entities
* Copying and mailing funding letters
* Conduct meetings with and attend seminars for clients (some travel required)
* Create Asset Review Reports annually and perform updates
* Obtain funding verification for trusts, trust settlements, and entities
* Attend and conduct workshops for clients using Lifespan software
The ideal candidate will have the following qualifications:
* Proficiency in computer skills, including all Microsoft Office programs
* Strong attention to detail
* Strong organization, facilitation, communication, and presentation skills
* Ability to prioritize workflow and manage multiple, competing priorities
* Ability to work effectively without supervision and within established time limits and deadlines
* Experience with the following software/services: Wealth Docx, FundingPro, WealthCounsel, DocuBank, and Lifespan.
Lewis Brisbois offers competitive compensation and in addition, we offer a range of benefits including medical, dental, life insurance, 401(k) with employer contribution, and PTO for eligible classifications.
Lewis Brisbois is not accepting search firm submissions for this position.
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