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Position(s) I am Applying for

Paralegal - Estate/Trust Administration

Winthrop & Weinstine is seeking a full-time Paralegal to join our Estate/Trust Administration group. The responsibilities and qualifications for this position will include, but are not limited to the following.
  • Oversee probate, estate and trust administration.
  • Work on and manage estate and trust administrations and probate matters.
  • Prepare probate documents and estate tax returns.
  • Conduct in-depth review and analysis of documents for factual information.
  • Assist with drafting of necessary documentation relating to client need.
  • Act as liaison between attorney and client, facilitating communication and transmittal of necessary information, including direct client contact.
  • Make independent and critical decisions regarding exchange of information with client, file management, delegation of responsibilities, etc.
  • Develop file organization and retrieval systems for estate and trust administration and probate clients.
  • Bachelor's degree, paralegal certificate or equivalent work experience in a legal setting.
  • At least three to five years of experience as an estate and trust administration and probate paralegal in a law firm.
  • Experience with preparation of estate tax returns and gift tax returns and knowledge of estate and gift tax laws.
  • Knowledge of fiduciary income tax returns and knowledge of fiduciary income tax law.
  • Experience with review of estate plans, including for federally taxable estates.
  • Skill in spreadsheet, word processing, estate and gift tax preparation programs and the ability to learn other computer software.
  • Skill in organizing and prioritizing of work according to timelines and importance of tasks, and following assignments through to completion.
  • Ability to effectively work within a team environment and also work independently with minimal supervision.
  • Ability to work well under pressure with deadlines - possess a sense of urgency.
  • Additional knowledge of these areas of law preferred, but not required: corporate, real estate, litigation.