Hybrid Trusts & Estates Paralegal — Growth & Impact

Ballard Spahr LLP; Minneapolis (MN); Hybrid; USD 80,000 - 115,000; Full time

Job summary

Ballard Spahr LLP in Minneapolis is seeking a Trusts and Estates Paralegal to support the Private Client Services team under a seasoned attorney.

This hybrid role offers three in-office days per week with flexible scheduling and opportunities for professional development.

Responsibilities include preparing probate documents, asset valuation, fiduciary accounting, tax returns, and estate distribution planning; prior estate/trust experience preferred.

Qualifications

• Previous relevant experience in Trust and Estates; a bachelor's degree and/or paralegal certificate preferred.
• Experience with accounting and tax preparation software such as OneSource/Zane, GEMs or ProSystem fx.
• Proficiency with Outlook, Word and Excel.

Responsibilities

• Prepare probate documents and related papers.
• Identify, gather and arrange valuation of decedent's assets and perform tasks required to administer estates from probate through final settlement.
• Maintain financial records for use in fiduciary accounting and tax preparation.
• Prepare inheritance and estate tax returns, fiduciary accountings, tax projections and liquidity estimates; and
• Prepare Distribution Schedules, Family Settlement Agreements and related documentation for settlement of estates and trusts

Skills

Growth Mindset

Communication

Detail-Oriented

Education

Bachelor's degree

Paralegal certificate

Tools

Outlook

Word

Excel

OneSource/Zane

GEMs

ProSystem fx

Job description

Ballard Spahr LLP in Minneapolis is seeking a Trusts and Estates Paralegal to support the Private Client Services team under a seasoned attorney.

This hybrid role offers three in-office days per week with flexible scheduling and opportunities for professional development.

Responsibilities include preparing probate documents, asset valuation, fiduciary accounting, tax returns, and estate distribution planning; prior estate/trust experience preferred.