logo

View all jobs

Trust & Estate Paralegal

Kansas City, MO ยท Legal

Our client is seeking a Trusts & Estates Paralegal for their Kansas City office. This role involves managing probate estates and trust administrations. The paralegal will guide executors through probate processes, assist with establishing probate cases in various jurisdictions, and prepare court filings. They will also track financial details for probate, including accountings and deadlines, and assist trustees with trust asset management. Responsibilities include preparing and tracking life insurance premium notices, corresponding with the IRS, and requesting taxpayer identification numbers.

Additionally, the paralegal will work on tax return preparation by gathering documents, assisting in preparing federal and state income, estate, and gift tax returns, and organizing supporting documents for electronic and paper filings. They will maintain electronic files of all tax returns and track filing deadlines.

Candidates should have a paralegal certificate and at least five years of experience, with a billable requirement of 1,600 hours per year. The position is hybrid, requiring three days in the office and two days remote, with a start time of either 8:30 AM or 9:00 AM CST. Proficiency in Microsoft Word, Excel, and ProSeries Tax software is necessary.

Share This Job

Powered by