What are the responsibilities and job description for the Estate Planning Paralegal / Trust Fund Coordinator position at Lewis Brisbois?
Overview
The Kansas City office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an Estate Planning Paralegal / Trust Funding Coordinator. The Trusts & Estates practice group handles trust and estate planning, wealth counseling, and business entity creation and maintenance.
Specific responsibilities include:
- Prepare documents for a wide variety of legal needs, including estate planning, trust settlement, probate, and entity installation using existing document templates and creating documents as needed
- Create drafts of trusts using Wealth Docx software
- Maintain files and entity books on an annual basis
- Trust and funding administration
- Use of FundingPro software
- Create funding documents for Trusts, Trust Settlements, and Entities
- Copying and mailing funding letters
- Conduct meetings with and attend seminars for clients (some travel required)
- Create Asset Review Reports annually and perform updates
- Obtain funding verification for trusts, trust settlements, and entities
- Attend and conduct workshops for clients using Lifespan software
The ideal candidate will have the following qualifications:
- Proficiency in computer skills, including all Microsoft Office programs
- Strong attention to detail
- Strong organization, facilitation, communication, and presentation skills
- Ability to prioritize workflow and manage multiple, competing priorities
- Ability to work effectively without supervision and within established time limits and deadlines
- Experience with the following software/services: Wealth Docx, FundingPro, WealthCounsel, DocuBank, and Lifespan.
We offer competitive compensation and in addition, Lewis Brisbois offers a range of benefits including medical, dental, vision, life insurance, 401k with employer contribution, as well as sick and vacation time. We also offer excellent opportunities for growth and advancement while working with a collaborative team.
Lewis Brisbois is not accepting search firm submissions for this position.
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