Wealth Planning/Transactional Paralegal

Sandberg Phoenix is seeking a highly motivated and detail-oriented Wealth Planning/Transactional Paralegal to join our Kansas City office dynamic team!

About Sandberg Phoenix:

We are a leading law firm committed to providing exceptional legal services to our clients. At Sandberg Phoenix, we foster a collaborative and inclusive environment where every team member feels valued and empowered. We believe in investing in our employees' professional development and providing opportunities for growth and advancement.

You’ll love this job if:

• You take pride in being organized
• You are detail-oriented
• You can have fun at work
• You can be flexible

What you’ll do:

Probate/Estate Planning

• Attend initial meetings with client and attorney.
• Gather and identify documents in preparation for estate planning.
• Draft various estate planning documents to include wills, living trusts, health care directives, powers of attorney, conservatorships and guardianships.
• Collect information on assets in preparation of inventory and appraisals.
• Research and determine titling of assets.
• Maintain financial records and spreadsheets on estates.
• Manage client files, ensuring that all documents are accurately maintained, organized, and updated.
• Prepare and file probate documents in administration of estate.
• Serves as a witness to will signings.
• Monitor and manage deadlines to ensure timely compliance with relevant laws and regulations.
• Corporate Planning, including but not limited to: Resolutions, Assignments and Stock Transfers.

Trust Administration

• Assist in the administration of trusts, including the preparation of trust accounting, financial statements, and reports.
• Coordinate the distribution of assets according to trust terms.
• Prepare documents for the transfer of assets, including deeds, titles, and other related legal instruments.
• Assist with the review and interpretation of trust documents to ensure compliance with legal and fiduciary requirements.
• Facilitate communication with trustees, beneficiaries, and financial institutions to ensure timely and accurate administration.

You should have :

• Bachelor’s degree along with a Paralegal Certificate preferred.
• Proven experience as a paralegal in wealth planning and/or transactional law.
• Strong understanding of estate planning, trust administration, estate tax returns and probate laws. Familiarity with special needs trusts and tax laws related to trusts and estates is a plus

• Strong organizational skills and the ability to multi-task and prioritize work to meet project deadlines.
• Ability to proofread material for contextual, grammatical, typographic or spelling errors.
• Ability to review, organize, and analyze documentation.
• Interpersonal skills necessary to communicate and follow instructions effectively from clients and attorneys.
• Interpersonal skills to work with other Sandberg Phoenix members in a positive, teamwork environment to service our clients.
• Advanced knowledge of Word and Outlook.
• Ability to travel to assist attorney in representing client.
• Work may occasionally require more than 40 hours per week to perform the essential duties of the position.

Pay, perks and such:

At Sandberg Phoenix we pride ourselves on living our values each day and it shows. Awarded first place as one of St. Louis’ Best Places to Work in 2024. We are continually improving to recruit and retain top talent – from our interview process to our Sandberg Scoop sessions with our CEO, culture is at the heart of everything we do.

• We offer competitive benefits, including competitive salaries, medical, dental, vision, life and disability coverages, FSA, HSA, flexible vacation, (not sure what flexible vacation is) 401(k) plan, and paid parking or transportation allowance.
• We also offer some unique benefits including paid day off for birthdays, office casual dress code, tuition reimbursement and more.
• We offer flexible work schedules and are currently working in a hybrid working environment.
• We value individuality and diversity. Our affinity groups, including our Diversity Committee, our Women’s Committee and our Community Connections Committee allow our members to get involved, get to know one another, and make a difference using their unique talents.
• Salary range of $70,000 - $90,000 commensurate with experience.

Join Our Team and Make a Difference :

Apply online at www.sandbergphoenix.com – Career Opportunities or send resume and cover letter to: recruitment@sandbergphoenix.com , or fax to 314-241-7604 or mail to Recruitment: Sandberg Phoenix & von Gontard P.C., 701 Market Street, 6 th Floor, St. Louis, MO 63101.

Sandberg Phoenix is committed to an inclusive environment that will not discriminate in its employment practices due to an applicant’s race, color, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, genetic information, physical or mental disability, veteran status or any other characteristic to the extent protected by federal, state or local laws.