Estates & Trusts Paralegal

Responsibilities

• Perform high-quality billable work within the Tax, Benefits & Wealth Planning Department
• Manage extensive case files related to estate and trust administration
• Correspond with clients, beneficiaries, banking institutions, insurance companies, appraisers, and court personnel
• Draft probate pleadings and other essential legal documents for estate administration
• Assist in verifying and valuing estate assets, coordinating asset transfers, distributions, and settlement liabilities
• Prepare and file necessary tax returns, including fiduciary returns, with appropriate authorities
• Participate in the administration of guardianships and trusts, including the preparation of inventories and accountings
• File life insurance and other death benefit claims

Requirements

• At least three years of experience in probate and tax law
• Highly skilled and detail-oriented with the ability to prioritize a busy workload
• Excellent interpersonal and organizational skills
• Ability to remain flexible in a fast-paced legal environment

About the Company

Dinsmore is a client-focused law firm with more than 750 attorneys across 30+ offices nationwide. We are dedicated to excellence and providing a supportive environment where talented legal and business professionals can thrive.