Hybrid Trusts & Estates Paralegal — Real Estate Focus

Lathrop GPM; Minneapolis (MN); Hybride; USD 77 000 - 110 000; Plein temps

Résumé du poste

Lathrop GPM seeks an experienced trust and estates paralegal with substantial real estate expertise for our Minneapolis, MN office, supporting Private Client Services attorneys and client relationships. This hybrid role offers flexibility with full-time or part-time arrangements.

Responsibilities span real estate closings, probate, trust administration, tax filings, and asset reporting, requiring meticulous document review, coordination with title companies, and strong interaction with clients

Qualifications

• Formal paralegal training or equivalent experience.
• Minimum three years' Real Estate or Trusts & Estates paralegal experience in a law firm.
• Strong knowledge of real estate, trusts, estates, probate and estate planning.
• Excellent written and verbal skills; ability to manage tight deadlines.

Responsabilités

• Real Estate: prepare, review, and manage real estate documents; coordinate title and survey reviews; support real estate closings inside trusts and estates.
• Tax: prepare and file federal and state estate and gift tax returns; obtain federal tax IDs.
• Probate: assist with probate administration from start to finish; file probate court documents; maintain inventories and accounts.
• Trust Administration: assist with administering revocable and irrevocable trusts; coordinate with attorneys.
• Assets and Financial Reporting: collect and verify assets; prepare annual accountings and coordinate transfers.
• Communication and Client Service: maintain client relationships; support attorney-client meetings and document execution.
• Additional Responsibilities: review wills/trusts; maintain calendars; perform special projects.

Connaissances

Real estate experience

Trusts & estates paralegal experience

Interpersonal skills

Organizational skills

Written/verbal communication

Formation

Paralegal training / degree

CPA license a plus

Outils

Microsoft Outlook

Microsoft Word

Microsoft Excel

Simplifile

CCH

Description du poste

Lathrop GPM seeks an experienced trust and estates paralegal with substantial real estate expertise for our Minneapolis, MN office, supporting Private Client Services attorneys and client relationships. This hybrid role offers flexibility with full-time or part-time arrangements.

Responsibilities span real estate closings, probate, trust administration, tax filings, and asset reporting, requiring meticulous document review, coordination with title companies, and strong interaction with clients