Estate Planning Paralegal / Trust Fund Coordinator

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.

Lewis Brisbois offers competitive compensation and in addition, we offer a range of benefits including medical, dental, life insurance, 401(k) with employer contribution, and PTO for eligible classifications.

Lewis Brisbois is not accepting search firm submissions for this position.

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