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Job Title
Estate Planning & Trust and Estate Paralegal
Company
BALSON FAIX & MCVEY
Job Description
Balson Faix & McVey LLP is seeking a full-time estate planning and trust and estate paralegal to join our in-person team in our Greenwood Village office (DTC).
This is a direct hire opportunity where the successful candidate will earn $65-75k per year, depending upon experience. This is an in-person, onsite position, with regular daytime hours Monday–Friday
Qualifications for this position include:
3-5 years experience as a paralegal or legal assistant preferred
Highly organized and keen attention to detail
Excellent client service skills
Basic knowledge of, and exposure to, estate planning (preferred) and estate and trust administration process, including familiarity with estate planning (preferred), probate and trust administration legal terms, practices, and procedures, with preference given to candidates who are familiar with Colorado practices and procedures
Associate or bachelor’s Degree from accredited institution preferred, or alternatively, Paralegal Certification from an American Bar Association (ABA) accredited Paralegal Studies program or similar ABA accredited program required
Highly organized and Excellent communication skills, written and oral
Strong MS Suite proficiency (Microsoft 365, Outlook, Adobe, Word, Excel)
Clio Software (preferred)
Ability to handle and prioritize competing tasks
Ability to work independently and as part of a team to complete projects
Excellent communication skills (both written and verbal)
Responsibilities will include providing support to the firm’s attorneys, paralegals and clients with estate and trust administration and estate planning matters including:
Preparing all pleadings to open, manage and close estates
E-filing pleadings with the Colorado e-filing system
Drafting Deeds and E-recording with Simplifile
Communicating with clients, beneficiaries and attorneys to keep estates and trust administration matters moving forward
Gathering information from clients and third parties
Preparing accountings
Drafting transfer documents for various estate or trust assets, including preparing deeds to trusts, personal representative and trustee deeds, assignments of LLC and partnership interests and stock assignments, beneficiary claim forms and beneficiary designation forms
Drafting a variety of estate and trust administration documents including Letters of Instruction to financial institutions, Certificates of Trust, and Statements of Authority
Maintaining list of all active open cases and status of each and recording status of each case as activities occur in firm database Clio
Capturing Advanced Client cost to client matters in Clio
Organizing and maintaining client files
Maintaining a calendar and tickler system for trust and estate matters
Ideally, drafting basic estate planning documents including general and medical durable powers of attorney, HIPAA authorizations, living wills, disposition of remains, guardianship designations, tangible personal property disposition statements, wills, and revocable trusts
What you can expect when you join Balson Faix & McVey LLP
A casual dress code (yep – that means jeans are ok!)
A company you want to be a part of, driven by inspiring leaders and a fun, friendly work environment.
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
Healthy balance between work and personal lives. Your Birthday off, competitive PTO, and generous number of paid holidays.
Our competitive benefit package includes 90% subsidized health insurance premiums, 3% contribution to 401k, PTO and Holiday Pay, free parking, optional employee paid dental and vision insurance.
A woman-owned company that celebrates diversity, is committed to inclusion, and is proud to be an Equal Opportunity Employer. We comply with all federal and state equal employment opportunity laws and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other characteristic protected by federal, state or local law.
**PLEASE INQUIRE ABOUT PART-TIME OPPORTUNITIES
Last verified - 19 day(s) 13 hour(s) ago [What does Last Verified mean?]
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Location
Greenwood Village, CO
Company Profile
• A woman-owned company that celebrates diversity, is committed to inclusion, and is proud to be an Equal Opportunity Employer
More Information
Exprience: 0
Salary: Annually USD 65000 to 75000
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