Trusts and Estates Paralegal — Minneapolis, MN at

About Us

Ballard Spahr is a renowned national law firm with more than 750 lawyers across 19 offices in the United States. A career at Ballard Spahr offers a diverse group of mentors, colleagues, and friends, and strong leadership that provides support and encouragement for career growth.

Our culture of thriving together forms the cornerstone of how we deliver exceptional service and position the firm for a strong future. We believe that our skills, perspectives, and backgrounds drive innovation and excellence, while our unique culture fosters collaboration and success.

About the Role

As a Trust and Estates Paralegal within the Private Client Services team, you will play a vital role in managing estates and trusts, working closely under the guidance of a seasoned Business and Transactions lawyer. This hybrid position allows you to shine both in the office and beyond, with a flexible schedule of just three days a week in the Minneapolis office.

You will join a forward-thinking firm that enjoys substantial support and visibility from the firm's executive leadership. This role offers the opportunity to become part of a Business Resource Group to share cultural, experiential, or job-related interests, experiences, and/or backgrounds. You will play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service.

Hiring Process

If you are ready to play a vital role in the Firm's success, we encourage you to apply and be a part of our commitment to excellence.

Note: The firm is not accepting resumes from search firms for this position.

Equal Opportunity

At Ballard Spahr, we welcome and encourage applicants from all backgrounds to apply. We offer equal consideration to all qualified applicants, regardless of race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.

Work location

Work model: Hybrid

VÉLO, 115, North 2nd Street, North Loop, Central, Minneapolis, Hennepin County, Minnesota, 55401, United States

Minneapolis, Minnesota

Key Responsibilities

check_circlePrepare probate documents and related papers
check_circleAdminister estates from probate through final settlement
check_circleMaintain financial records for fiduciary accounting and tax preparation
check_circlePrepare inheritance and estate tax returns, fiduciary accountings, and tax projections
check_circlePrepare Distribution Schedules and Family Settlement Agreements for estate and trust settlement
check_circleIdentify, gather, and arrange valuation of decedent's assets

Requirements

verifiedPrevious relevant experience in Trust and Estates
verifiedBachelor's degree and/or paralegal certificate preferred
verifiedExperience with accounting and tax preparation software (OneSource/Zane, GEMs, ProSystem fx)
verifiedProficiency with Outlook, Word, and Excel

Nice to Have

Bachelor's degree and/or paralegal certificate. Experience with accounting and tax preparation software such as OneSource/Zane, GEMs or ProSystem fx.

Skills, education and keywords

Skills: Trust And Estates, Probate, Fiduciary Accounting, Tax Preparation, One Source/zane, Gems, Prosystem FX, Outlook, Word, Excel.

Education: Bachelor's degree and/or paralegal certificate preferred.

Frequently asked questions about Paralegal, Trusts & Estates at Ballard Spahr LLP

What does a Paralegal, Trusts & Estates at Ballard Spahr LLP do?expand_more

Day-to-day, the Paralegal, Trusts & Estates at Ballard Spahr LLP will prepare probate documents and related papers; administer estates from probate through final settlement; maintain financial records for fiduciary accounting and tax preparation; and prepare inheritance and estate tax returns, fiduciary accountings, and tax projections.

What are the requirements for this Paralegal, Trusts & Estates role?expand_more

Ballard Spahr LLP is looking for candidates who meet the following requirements: Previous relevant experience in Trust and Estates; Bachelor's degree and/or paralegal certificate preferred; Experience with accounting and tax preparation software (OneSource/Zane, GEMs, ProSystem fx); and Proficiency with Outlook, Word, and Excel.

Where is the Paralegal, Trusts & Estates role at Ballard Spahr LLP located?expand_more

Paralegal, Trusts & Estates at Ballard Spahr LLP is based in VÉLO, 115, North 2nd Street, North Loop, Central, Minneapolis, Hennepin County, Minnesota, 55401, United States. This is a hybrid role.

Is this Paralegal, Trusts & Estates job remote, hybrid, or on-site?expand_more

Ballard Spahr LLP has listed this Paralegal, Trusts & Estates role as hybrid.

How much experience is required for this Paralegal, Trusts & Estates role?expand_more

Candidates for Paralegal, Trusts & Estates at Ballard Spahr LLP should have mid level.

What skills do you need for the Paralegal, Trusts & Estates role at Ballard Spahr LLP?expand_more

Key skills for Paralegal, Trusts & Estates at Ballard Spahr LLP include Trust And Estates; Probate; Fiduciary Accounting; Tax Preparation; One Source/zane; Gems; Prosystem FX; and Outlook.

What education is required for Paralegal, Trusts & Estates at Ballard Spahr LLP?expand_more

Educational requirements for this role: Bachelor's degree and/or paralegal certificate preferred.

What category does the Paralegal, Trusts & Estates role belong to?expand_more

Paralegal, Trusts & Estates at Ballard Spahr LLP is part of the accounting & finance job category on Recrutus.

Paralegal, Trusts & Estates