To Apply for this Job Click Here

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:

• Assist attorneys and senior paralegals with estate administration, trust funding, and preparation of legal documents.

• Prepare and assist with Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns.

• Manage trust financial records, perform trust accounting, reconcile broker statements, and handle payables and bank deposits.

• Obtain, review, and reconcile 1099s and K-1s.

• Support revocable and irrevocable trust funding and administration (pre- and post-death).

• Handle probate administration, including drafting probate pleadings.

• Maintain ongoing communication with clients, financial advisors, and other professionals.

• Manage client case files and electronic databases efficiently.

• Provide high-quality client service while meeting the annual billable requirement of 1,500 hours.

• Supervise records management tasks when necessary.

• Ensure compliance with firm policies and maintain professionalism in all interactions.

Qualifications:

• 5+ years of Trusts & Estates paralegal experience strongly preferred.

• Associate's degree required; Bachelor's degree or Paralegal Certificate from an ABA-approved program preferred (substantive experience may substitute for education).

• Strong communication, organizational, and analytical skills.

• Ability to manage multiple priorities in a fast-paced environment.

• Experience with Microsoft Office; familiarity with tax and trust accounting software (e.g., GEMS, BNA, ProSystems, EVP) is a plus.

• Prior exposure to corporate or real estate matters beneficial.

• Proven case management experience and attention to detail.

• Ability to work independently while also collaborating within a team environment.

To Apply for this Job Click Here