Paralegal - Estate and Trust Settlement
Lynn Law Firm, LLC
St. Louis, MO US
Posted ago
Lynn Law Firm, LLC

The Lynn Law Firm, LLC is a growing boutique law firm focusing on Estate Planning and Estate and Trust Administration. We’re hiring an experienced paralegal to join our team. Applicants should be highly organized professionals with a positive attitude, a high level of integrity, and great attention to detail.

This can be a full-time or part-time position, possibly remote, and job duties can be tailored to the strengths and skills of the right candidate.

Benefit plan available for full-time employees, including Health, Vision, and Life Insurance.

To apply for this position, please submit ALL of the following: (1) Resume; (2) Cover letter or message; (3) Desired pay; (4) Desired hours/week.

No phone calls, please.

Responsibilities

  • Manage case files for Probate Estate and Trust administration matters, including workflow and deadline management
  • Preparation and filing of Probate documents and ancillary estate administration documents
  • Communicate with clients, beneficiaries and advisors (i.e. financial planners, CPAs, trust officers) in a professional and timely manner
  • Preparation of trust and estate accountings and reports
  • Assist with preparation of estate tax returns and fiduciary income tax returns
  • Other duties and responsibilities as may be appropriate

Qualifications

  • The ideal candidate will have a minimum of 5 years of experience in estate planning services under an attorney or lawyer in a law firm setting or in estate settlement services at a financial institution
  • Must work well with systems, procedures, and checklists
  • Experience with the preparation of Federal Estate Tax Returns (Form 706) and Income Tax Returns (Form 1041) preferred
  • High level of proficiency with Microsoft Office products required
  • Must have a professional demeanor, positive attitude, and be a team player

About Lynn Law Firm, LLC

At The Lynn Law Firm, LLC, we work hard every day to help our clients plan to protect their life savings and to secure their legacies. In addition, we are passionate about helping survivors navigate the legal system after the loss of a loved one with compassion and efficiency.

We strive to provide clients with the highest quality work they would expect from a large firm but delivered with the compassion and intimacy of a strong and stable small firm.

We embrace new technology and strive to create efficient processes that minimize the risk of error and enhance the client experience.

We believe in a strong and dedicated work ethic, but feel that this is most effective with a proper work-life balance.

Benefit package including medical, vision and insurance coverage is available for full-time (at least 30 hrs/week) candidates.

More firm information can be found on our website at: LynnLawFirm.com.

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