Trust and Estate Paralegal

Kansas City, MO

Responsibilities

Trust and Estate Administration

• Guide executors/personal representatives in the administration of probate estates and manage details
• Assist attorneys with establishing probate administrations in various jurisdictions
• Track estate financials for probate filings and prepare accountings reporting the financial activity
• Prepare probate court filings
• Track deadlines (i.e., court filings, claim notices, tax deadlines)
• Assist trustees with the administration of trust assets (i.e., ownership transfers, asset liquidation and asset transfers)
• Assemble trust financial accountings from inception to distribution
• Prepare, communicate, and track annual life insurance premium notices to trust beneficiaries
• Track annual life insurance premium due dates
• Correspond with the Internal Revenue Service regarding tax notices
• Request taxpayer identification numbers

Tax Return Preparation

• Work with clients to gather necessary supporting documents and information for tax filings
• Assist attorneys with the preparation of federal and state individual and fiduciary income tax returns; federal estate and federal gift tax returns
• Electronically file income tax returns
• Assemble and organize necessary supporting documents for paper filings with the Internal Revenue Service
• Track individual filing deadlines
• Maintain internal electronic files of all submitted tax returns and supporting materials

Computer Applications Used

• Microsoft Word, Excel, ProSeries Tax software

Requirements

• Paralegal Certificate
• 5 Years’ Experience
• Billable requirement: 1600 hours per year
• Start time for this role will be either 8:30am CST or 9am CST

Compensation

$115-120k base salary, non exempt