Position Description

Paralegal | Estate and Trust Administration
Location Headquarters
Job Code 136
# of openings 1
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Paralegal | Estate and Trust Administration

We offer our clients the largest and most credentialed team of estate planning and estate/trust administration professionals in the region. We serve as trusted advisors to some of the area’s most prominent individuals, executives, families and business owners to assist them with the accumulation, management, protection and transfer of their wealth. This affords us the opportunity to continually work on sophisticated and challenging projects, creating unlimited learning opportunities and increased levels of engagement for our team members. Our collaborative and team-oriented culture drives our ability to serve our clients’ needs.

As an Estate and Trust Administration Paralegal, you will be at the center of helping clients through the sometimes challenging process of settling the estates of their loved ones. You will have access to the resources of a large firm, but also have the opportunity to learn and grow with sophisticated and challenging work.  

Job responsibilities include:

  • 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

  • Conducting legal research, including statutory, regulatory and case law research

  • Communicating directly by phone and written correspondence with clients, other professional advisors, executors / trustees, beneficiaries and court personnel

  • Preparing and assembling initial drafts of Federal estate tax returns, Federal gift tax returns, Nebraska Inheritance Tax Worksheets and related documentation for review by supervising attorneys

  • Coordinating asset transfers involving financial accounts, business interests (e.g., corporate stock and LLC units) and real estate, and preparing related transfer documentation

Who we want:

  • A focused and organized professional with precise attention to detail and a desire to deliver impeccable service for clients

  • A critical thinker with exceptional written and oral communication skills and the ability to simplify and explain complex topics to clients in an understandable manner

  • An organized project manager who can balance multiple projects at various stages, while ensuring timely completion of work and meeting all deadlines

  • A dedicated and driven individual who wants to be a part of a larger team to help guide clients through the estate / trust administration process

What you need:

  • At least five years of estate / trust administration experience, with meaningful exposure to sophisticated estate and tax planning strategies for high net worth clientele

  • Experience preparing Federal estate tax returns for taxable estates or for making portability elections

  • Experience preparing Nebraska Inheritance Tax Worksheets

  • 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

Additional preferred credentials that will be considered as highly valuable for this position:

  • Paralegal degree from an accredited paralegal program

  • Paralegal certificate

  • Certified Public Accountant license

Koley Jessen celebrates, supports and promotes diversity, equity, and inclusion and is an Equal Opportunity Employer inclusive of protected veterans and individuals with disabilities. Koley Jessen strictly prohibits any discrimination or harassment based on a person’s race, color, sex, national origin, ancestry, age, disability, religion, military and veteran status, sexual orientation, gender identity, gender expression, genetic information, pregnancy, or any other ground prohibited by law.

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