Trust & Estates Paralegal

Aspen Careers, LLC is partnering with a Columbus, Ohio firm to fill the following Trusts and Estates Paralegal position.

Position Title: Trusts and Estates Paralegal, Columbus, Ohio

Company

• Founded in the 1800's, the firm has grown to eight offices and nearly 200 attorneys.
• Nationally recognized for excellent client service as a "standout” in investing in client relationships.
• The employer has earned Mansfield Rule Certification Plus status for the second straight year

Benefits and Features

• Friendly and uplifting work environment
• Opportunities for promotion, training, and open dialogue with firm leadership
• Interesting job responsibilities
• Health, dental, and vision insurance
• Short and long-term disability
• Generous PTO program

The Role You Will Play

• Review and interpret estate planning documents.
• Draft estate planning documents like simple wills, powers of attorney, health care declarations, and fiduciary succession documents.
• Assist with asset transfers and beneficiary designations, including preparing deeds and trust account forms.
• Prepare probate forms for estate administration and accountings for estates and trusts.
• Prepare and file state and federal income, estate, and gift tax returns, and perform additional tasks to support client service.

Background Profile:

• Bachelor’s degree or at least five years of experience as a trust and estates paralegal, with a minimum of three years in a related role.
• Familiarity with federal tax Forms 1040, 1041, 706, and 709.
• Proficiency in Microsoft Office, particularly Excel, with strong attention to detail and excellent math skills.
• Effective communication and interpersonal skills, with a professional appearance and demeanor.

Employer offers exceptional compensation...

Ready to apply? Have questions or want to hear more? We are happy to help! Please call the office - 614-992-1010.