Paralegal | Estate and Trust Planning and Administration

The role

You will assist attorneys, senior paralegals and clients with the implementation and funding of estate plans and the process of settling estates. Work involves preparing documents, coordinating asset transfers, and communicating with clients and court personnel.

What you will do

• Assisting supervising attorneys in the preparation of estate planning documents and property schedules
• Coordinating asset transfers involving financial accounts, business interests and real estate
• Preparing related transfer documentation
• Preparing court pleadings for probates, Nebraska inheritance tax proceedings and guardianship / conservatorship proceedings
• Gathering, analyzing, reconciling and documenting information on the value and title of estate / trust assets, debts, and expenses
• Communicating directly with clients, professional advisors, executors / trustees, beneficiaries and court personnel
• Preparing and assembling initial drafts of Federal estate tax returns, Federal gift tax returns and Nebraska Inheritance Tax Worksheets

Required qualifications

• At least 3-5 years of paralegal experience
• Experience preparing probate administration documents and related pleadings
• Experience preparing Nebraska Inheritance Tax Worksheets and related pleadings
• Proficiency with the Microsoft Office suite of programs, including in particular Excel, and other computer / software technologies
• Excellent communication skills
• Excellent time management abilities and proactive management of deadlines
• Keen attention to detail
• The ability to work effectively in a team environment
• Excellent academic and professional credentials

Nice to have

• Paralegal degree from an accredited paralegal program
• Paralegal certificate
• Certified Public Accountant license

Benefits

• Programs and activities to enhance your wellbeing
• Continuous learning and professional development opportunities
• Competitive salary
• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Long-term disability insurance options
• 401(k) with Firm contribution
• Employee Assistance Programs

About the company

Koley Jessen offers a collaborative and team-oriented culture. They serve as advisors to prominent individuals, executives, families and business owners regarding wealth management.