Estate & Trust Paralegal: Complex Wealth Planning

Koley Jessen P.C., L.L.O; Omaha (NE); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision, life and long

401(k) with Firm contribution

Employee Assistance Programs

Central Omaha office

Job summary

Koley Jessen P.C., L.L.O. seeks a Paralegal in Estate and Trust Planning and Administration in Omaha, NE.

You will assist attorneys, senior paralegals and clients with implementing and funding estate plans and settling estates, using the resources of a large firm while growing your experience on sophisticated matters. The role requires 3–5 years of paralegal experience in estate/trust work, strong MS Office skills (Excel emphasis), excellent time management and a keen eye for detail.

Qualifications

• At least 3-5 years of paralegal experience, preferably in the estate / trust planning and administration area.
• 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 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.

Responsibilities

• Assisting supervising attorneys in the preparation of estate planning documents and property schedules.
• Coordinating asset transfers involving financial accounts, business interests (e.g., corporate stock and LLC units) and real estate, and preparing related transfer documentation (pre- and post-death).
• 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 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 senior paralegals and supervising attorneys.

Skills

Paralegal experience

Excel

Time management

Attention to detail

Teamwork

Communication

Education

Paralegal degree

Paralegal certificate

Tools

Microsoft Office Suite

Job description

Koley Jessen P.C., L.L.O. seeks a Paralegal in Estate and Trust Planning and Administration in Omaha, NE.

You will assist attorneys, senior paralegals and clients with implementing and funding estate plans and settling estates, using the resources of a large firm while growing your experience on sophisticated matters. The role requires 3–5 years of paralegal experience in estate/trust work, strong MS Office skills (Excel emphasis), excellent time management and a keen eye for detail.