Paralegal - Trusts & Estates jobs in United States
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UB Greensfelder ยท 18 hours ago

Paralegal - Trusts & Estates

positionSt Louis, MO
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

UB Greensfelder is an Am Law 200 law firm dedicated to exceeding client expectations and delivering superior, customized legal solutions. They are seeking an experienced Paralegal to work on estate planning, tax, and probate matters, including preparing tax returns and assisting with trust processes and probate administration.

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Hiring Manager
Tim Pauk
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Responsibilities

Preparing estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and 706)
Assisting with trust process, including funding, administration, and notices
Assisting with the preparation of basic estate planning documents and related trust funding
Assisting with probate administration, including opening/closing estates, e-filing, preparing accountings, and handling asset transfers
Communicating with clients and advisors

Qualification

Probate experienceTrust experienceTax experienceEstate planning knowledgeMicrosoft Office SuiteJudgmentOrganizational skillsAttention to detailCommunication skills

Required

3+ years of probate, trust and tax experience
General understanding of estate planning principles and trust funding procedures
Knowledge of beneficiary designation forms and ability to coordinate with clients' financial advisors
Strong organizational skills, attention to detail and good judgment
Ability to manage high volume priorities while working with others to meet deadlines
Excellent written, verbal and interpersonal communication skills, especially when working with clients
Experience with Microsoft Office Suite (Word, Excel, and PowerPoint) and Adobe, required

Benefits

Medical/dental/vision
401(k) with employer contribution
Short and long term disability plans
Life insurance
Well-being initiatives
Paid parental leave programs

Company

UB Greensfelder

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UB Greensfelder is a law firm that provides tax, real estate, investigation, and business legal solutions.
dateFounded in 1908
location
St Louis, Missouri, USA
people-size501-1000 employees
web-link
https://www.ubglaw.com

Funding

Current Stage
Late Stage

Leadership Team

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Abby Risner
Partner
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Alan Scheufler
Partner
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Recent News

Bizjournals.com Feed (2025-11-12 15:43:17)
St. Louis law firm UB Greensfelder promotes 2 attorneys to partner, including local lawyer
2026-01-07
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