Paralegal

Trustpoint.One; Minneapolis (MN); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work flexibility

Minneapolis office

Job summary

Trustpoint.One is partnering with a top-tier law firm to hire an Estates and Trust Administration Paralegal in Minneapolis with hybrid work options. The role supports the Private Client, Trusts and Estates Practice, assisting executors, trustees, and beneficiaries across estate administration tasks.

Ideal candidates will have a bachelor’s degree and/or paralegal certificate, 3+ years’ experience, strong knowledge of trusts and estates, and proficiency with Excel, iManage, InTapp, and related tax

Qualifications

• Bachelor’s degree or paralegal certificate required.
• 3+ years’ experience in trusts and estates administration.
• Strong discretion and client-relations skills.
• Proficiency with Excel, iManage and InTapp.
• Familiarity with Minnesota probate procedures and court rules.
• Experience with tax return preparation systems and basic accounting.
• Ability to guide clients through e-signature processes.
• Knowledge of OneSource and Trustdesk tax return preparation systems.

Responsibilities

• Lead contact for personal representatives, beneficiaries, financial advisors, and accountants.
• Manage daily estate matters under moderate supervision.
• Coordinate probate of Wills and appointment of personal representatives; assist hearings with HotDocs.
• Assist in asset collection and documentation; liaise with appraisers and financial parties.
• Prepare and file federal/state estate and inheritance tax returns; assist fiduciary returns and distributions.
• Prepare federal gift tax returns and manage Crummey letters.
• Coordinate family office services for a customized client experience.

Job description

Trustpoint One is pleased to partner with a top tier law firm in its search for an Estates and Trust Administration Paralegal to support the Private Client, Trusts and Estates Practice. The firm represents executors, trustees, and beneficiaries in the full range of trust and estate administration matters, from the settlement of estates to tax return preparation and audits, to ongoing trust accounting and implementation. This position offers hybrid flexibility in the Minneapolis office.

Estate and Trust Administration Paralegal Duties:

• Lead contact for personal representatives for estates and trusts, beneficiaries, financial advisors, and accountants. Work with financial advisors and others to maintain accurate financial records.
• Manage daily estate aspects under moderate supervision.
• Coordinate probate of Wills and appointment of personal representatives and assist in preparation for hearings, including use of a HotDocs probate drafting system.
• Assist clients to identify, collect, and document assets, use EstateVal software and interface with qualified appraisers and outside financial parties, and arrange for payment of debts and expenses.
• Prepare and file Federal and State estate and inheritance tax returns; assist attorneys in preparation of income and fiduciary returns; facilitate tax payments and distributions to beneficiaries; terminate estates; prepare and file fiduciary accountings.
• Prepare Federal gift tax returns and manage Crummey letter notification processes.
• Utilize title databases and public information, interface with title companies to provide attorneys information from land records.
• Coordinate the delivery of certain family office services with the firm’s integrated family office, for a customized client experience.

Qualifications:

• Bachelor’s degree and/or paralegal certificate is required.
• 3+ years’ experience.
• Extensive knowledge of the administration of trusts and estates.
• Ability to manage confidential information with discretion, strong interpersonal skills to build a rapport with clients, and a desire to grow in the position.
• Experience with basic computer programs (including Excel), iManage and InTapp and a familiarity with basic accounting functions is required.
• Ability to walk clients through basic software functions such as e-signature processes.
• Familiarity with OneSource and Trustdesk tax return preparation systems.
• Familiarity with Minnesota probate procedure and court rules.

All candidates must be able to work on a computer screen for a sustained amount of time.

Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.