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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.
 
Responsibilities:
  • 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.
  • Research appropriate tax laws, statutes, etc. relating to client need.
  • Draft substantive 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.
  •  
    Requirements:
  • 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 knowledge of estate tax law.
  • Knowledge of fiduciary income tax returns and knowledge of fiduciary income tax law.
  • Experience with review of estate plans, including for taxable estates.
  • Skill in spreadsheet, word processing, estate tax preparation programs and valuation system program 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.
  • Additional knowledge of these areas of law preferred, but not required: corporate, real estate, litigation.

  • Records Specialist

    Winthrop & Weinstine is seeking a full-time Records Specialist to work in our records department. Someone with strong organizational skills to facilitate the review and return of client materials after disposition. Although the work flow varies, usually 70% of time would be working with physical files in a storage area and 30% of time would be computer work. The responsibilities and qualifications for this position will include, but are not limited to:
     
  • Inventory and review electronic and physical client materials for final disposition.
  • Determine appropriate returnable file material.
  • Request creation of CDs from IT, if appropriate.
  • Responsible for organizing, packaging and returning client material.
  • Oversee tracking to ensure delivery of client material.
  • Forward all tracking materials for updating.
  • File reports to IT for suspension of workspaces.
  • Assist with file transfers, as needed.
  • Assist with special projects as requested.
  • Strong organizational skills.
  • Ability to organize and prioritize work and follow assignments through to completion.
  • Requires lifting up to 50 lbs.
  • Requires the ability to travel to firms off-site storage facility.

  • Individuals must have a high school degree or equivalent and have one to two years of legal experience.