Our client, a premier national located in downtown Denver, is seeking a Trust & Estate Paralegal with 10+ years of experience to work with the attorneys and high net worth clients. This is a hybrid position with 2 days a week in-office.
Responsibilities
- Handling trust and probate administrations from start to finish, from simple to complex utilizing checklists and the probate assembly program.
- Preparing estate planning documents ranging from revocable dynasty trusts, irrevocable trusts, pour-over last wills and testaments, and incapacity documents.
- Interfacing with clients, preparing summary correspondences and acting as liaison between clients/attorney and court/attorney.
- Preparing and filing simple corporate documents, such as Articles of Organization, Operating Agreements, SS-4s, and other basic corporate documents.
- Preparation of gift tax returns and estate tax returns.
- Assisting clients with estate plan funding.
Requirements
- Minimum of ten (10) years of law firm experience required.
- Paralegal Certification from an ABA approved program is required.
- Advanced skills with Outlook and Word (using styles, track changes and document comparison programs). Demonstrated proficiency with Excel and PowerPoint.
- Advanced skills with Adobe Acrobat.
- Ability to provide a high level of customer service and be able to clearly and effectively communicate both verbally and in writing.
- Must be detail-oriented, able to work independently and in a team environment, and able to implement high priority projects.
ATA Services, Inc is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, or disability status.