Paralegal | Estate and Trust Planning and Administration

Koley Jessen P.C., L.L.O.; Omaha (NE); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life and long-term disability coverage

401(k) with firm contribution

Employee Assistance Programs

Modern central Omaha office

Job summary

Koley Jessen P.C., L.L.O. is seeking an Estate and Trust Planning and Administration Paralegal to assist attorneys and clients with implementing and funding estate plans, and with settling estates.

This role offers access to large-firm resources while providing opportunities to grow through sophisticated, challenging work. The position focuses on coordinating asset transfers, preparing pleadings, and supporting senior colleagues in tax and trust administration tasks within a collaborative team

Qualifications

• 3–5 years of paralegal experience in estate/trust planning and administration
• Experience preparing probate administration documents and related pleadings
• Proficiency with Microsoft Office, especially Excel
• Excellent time management abilities and proactive management of deadlines
• Keen attention to detail and ability to work in a team environment

Responsibilities

• Assist supervising attorneys in preparing estate planning documents and property schedules
• Coordinate asset transfers involving financial accounts, business interests and real estate, and prepare transfer documentation
• Prepare court pleadings for probates, Nebraska inheritance tax proceedings, and guardianship/conservatorship proceedings
• Gather, analyze, reconcile, and document information on asset value, title, debts and expenses
• Communicate with clients, executors, trustees, beneficiaries and court personnel
• Prepare initial drafts of Federal estate tax returns, Federal gift tax returns, and Nebraska Inheritance Tax Worksheets for review by senior staff

Skills

Attention to detail

Time management

Team player

Strong communication

Organizational skills

Project management

Education

Paralegal degree

Paralegal certificate

Tools

Microsoft Office

Excel

Job description

We offer our clients the largest and most credentialed team of estate planning and estate/trust administration professionals in the region. We serve as trusted advisors to some of the area’s most prominent individuals, executives, families and business owners to assist them with the accumulation, management, protection and transfer of their wealth. This affords us the opportunity to continually work on sophisticated and challenging projects, creating unlimited learning opportunities and increased levels of engagement for our team members. Our collaborative and team-oriented culture drives our ability to serve our clients’ needs.

As an Estate and Trust Planning and Administration Paralegal, you will assist attorneys, senior paralegals and clients with the implementation and funding of estate plans and also with the process of settling the estates of clients’ loved ones. You will have access to the resources of a large firm, but also have the opportunity to learn and grow with sophisticated and challenging work.

Job responsibilities include:

• 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

Who we want:

• A focused and organized professional with precise attention to detail and a desire to deliver impeccable service for clients
• A critical thinker with exceptional written and oral communication skills and the ability to simplify and explain complex topics to clients in an understandable manner
• An organized project manager who can balance multiple projects at various stages, while ensuring timely completion of work and meeting all deadlines
• A dedicated and driven individual who wants to be a part of a larger team to help guide clients through the estate / trust planning and administration process
• An individual with a growth mindset who wants to develop his or her skills and assist the team in the pursuit of continuous improvement

What you need:

• 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

Additional preferred credentials that will be considered as highly valuable for this position:

• Paralegal degree from an accredited paralegal program
• Paralegal certificate
• A people-focused and results-orientated culture;
• Programs and activities to enhance your wellbeing;
• Continuous learning and professional development opportunities;
• Competitive salary and a robust benefits package including medical, dental, vision, life and long-term disability insurance options, 401(k) with Firm contribution, and Employee Assistance Programs;
• A beautiful central Omaha office equipped with modernized workspaces.

Koley Jessen celebrates, supports and promotes diversity and inclusion and is an Equal Opportunity Employer inclusive of protected veterans and individuals with disabilities. Koley Jessen strictly prohibits any discrimination or harassment based on a person’s race, color, sex, national origin, ancestry, age, disability, religion, military and veteran status, sexual orientation, gender identity, gender expression, genetic information, pregnancy, or any other ground prohibited by law.

Koley Jessen participates in E‑Verify. Please review the required notices below prior to submitting your application.