CBL Solutions · 7 hours ago
Trusts and Estates Paralegal
St Louis, MO
Full-time
Hybrid
Senior Level
$100K/yr - $140K/yr
5+ years expCBL Solutions is seeking a Trusts and Estates Paralegal to support attorneys throughout all legal processes. The role involves assisting with the administration of estates, preparing legal documents, and managing client cases.
ConsultingInformation TechnologyStaffing Agency
Hiring Manager
Ishu Verma
Responsibilities
Assist attorneys in the drafting and reviewing of legal documents such as powers of attorney for financial matters and healthcare, last wills and testaments and trusts, and preparation probate pleadings
Maintain financial records of trusts, perform trust accountings, and audit accounts
Oversee all probate pleadings and filings and entering into a system to maintain key deadlines
Prepare and review gift tax returns and estate tax returns and review fiduciary income tax returns
Assist with revocable and irrevocable trust funding and administration
Serve as a key point of contact for clients, financial advisors and accountants
Conduct legal research relevant to regulatory requirements and court proceedings
Qualification
Required
High school diploma or equivalent
Paralegal certificate or degree
5+ years of Trust and Estate experience
skilled in Microsoft Office
Preferred
Associate's degree in paralegal studies
Corporate and Real Estate experience
familiarity with tax and trust accounting software
Company
CBL Solutions
CBL Solutions provides consulting, marketing, training, recruiting, staffing, and development services.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase