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Beacon Hill Legal is partnering with a highly reputable law firm in Kansas City, MO, to recruit an experienced Trusts & Estates Paralegal. This is an excellent opportunity to join a respected team and contribute to a full range of estate planning and administration matters.
Responsibilities:
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Assist attorneys and senior paralegals with estate administration, trust funding, and preparation of legal documents.
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Prepare and assist with Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns.
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Manage trust financial records, perform trust accounting, reconcile broker statements, and handle payables and bank deposits.
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Obtain, review, and reconcile 1099s and K-1s.
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Support revocable and irrevocable trust funding and administration (pre- and post-death).
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Handle probate administration, including drafting probate pleadings.
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Maintain ongoing communication with clients, financial advisors, and other professionals.
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Manage client case files and electronic databases efficiently.
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Provide high-quality client service while meeting the annual billable requirement of 1,500 hours.
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Supervise records management tasks when necessary.
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Ensure compliance with firm policies and maintain professionalism in all interactions.
Qualifications:
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5+ years of Trusts & Estates paralegal experience strongly preferred.
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Associate’s degree required; Bachelor’s degree or Paralegal Certificate from an ABA-approved program preferred (substantive experience may substitute for education).
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Strong communication, organizational, and analytical skills.
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Ability to manage multiple priorities in a fast-paced environment.
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Experience with Microsoft Office; familiarity with tax and trust accounting software (e.g., GEMS, BNA, ProSystems, EVP) is a plus.
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Prior exposure to corporate or real estate matters beneficial.
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Proven case management experience and attention to detail.
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Ability to work independently while also collaborating within a team environment.
L08773 – AXS_1757622384