Trust & Estates Paralegal

Aspen Careers, LLC

Trust & Estates Paralegal

Columbus, OH
Full Time
Paid
  • Responsibilities

    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.