Estate Planning Paralegal - Kansas City, United States - Lewis Brisbois Bisgaard & Smith LLP

Lewis Brisbois Bisgaard & Smith LLP Kansas City, United States

2 weeks ago

Description

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.

Qualifications

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#LI-KJ1

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