Maslon LLP is seeking a Trust & Estates Paralegal with a minimum 5 years of experience. Since our inception over 60 years ago, Maslon has successfully competed for top-flight legal work in this community and nationally. We are proud of our strong commitment to integrity and excellence in the practice of law, service to our community and to each other. In our 60-plus years we have grown into a top Minnesota law firm while understanding the value of holding true to our culture.

Primary Duties and Responsibilities:
The candidate will work closely with clients, attorneys and others in the Trust & Estates practice group. Responsibilities include all facets of trust and probate administration, including meeting with clients, trustees and family members; communicating with beneficiaries; drafting correspondence and legal documents; preparing deeds, asset spreadsheets and probate pleadings; preparing federal estate tax returns and gift tax returns; preparing fiduciary income tax returns for estates and trusts; preparation and review of annual trust accountings; reviewing bank and brokerage statements; notarizing documents; and organizing and maintaining client files.

Duties will include:

• Research, draft and file probate court documents
• Compile information, computations and draft federal and state estate tax returns
• Compile information, computations and draft federal gift tax returns
• Marshalling the collection and transfer of assets, payment of debts and administration expenses and the distribution of assets to beneficiaries for probate estates and funded trusts
• File wills in appropriate counties
• Prepare deeds
• Ensure proper docketing and timely filing of all tax returns and court papers
• Prepare and send correspondence, including composing transmittal letters, etc.
• Communicate with banks, other financial institutions and relevant parties to assist with administration of trust
• Prepare Guardianship/Conservatorship forms and assist with all necessary filings with the Court and CAAP
• Prepare and coordinate requests for duplicating, messenger delivery, word processing, special mail handling, accounting and other office services
• Meet with clients and attorneys concerning the estate and/or trust
• Accurate recording of time for billing purposes

Desired Skills and Experience:

• College degree and paralegal certificate or equivalent
• Minimum of 5 years' experience as a paralegal with a law firm or financial institution, specializing in the areas of probate estate administration
• Experience in preparation of probate court documents including opening and closing court papers, inventories and accounts
• Proficient in administration of probate estates and funded trusts, including the collection and transfer of assets, the payment of debts and administration expenses and the distribution of assets to beneficiaries
• Experience in preparation of federal estate tax returns
• Experience in preparation of federal gift tax returns preferred
• Proficiency in MS Word, Excel, and probate court e-filing software
• Notary or willingness to become notary preferred

Maslon is an Equal Employment Opportunity and Affirmative Action employer. Our firm continues to be dedicated to providing a workplace that is free of unlawful discrimination, harassment, and retaliation.

Job Type: Full-time

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Paralegal: 5 years (Required)

License/Certification:

• Paralegal Certificate (Preferred)

Work Location: In person