Estate Planning Consultant jobs in Saint Charles, MO

Adams & Martin Group is seeking a meticulous and organized professional to join a dynamic team as an Estate Planning Paralegal. In this role, you will collaborate closely with esteemed attorneys and clients, contributing to the seamless execution of estate and trust administration processes. The successful candidate for the Estate Planning Paralegal role will be highly organized, detail-oriented, and equipped with excellent communication, grammar, and proofreading skills.

Location Options: This role is based in either our downtown St. Louis office or Town and Country office. Standard working hours are 9:00 a.m.-5:00 p.m., Monday-Friday. We offer a competitive salary commensurate with experience, along with an extensive benefits package, including major medical plans, a 401(k) plan, and covered parking.

Key Responsibilities for Estate Planning Paralegal:

• Overseeing probate estate processes and procedures
• Compiling trust and estate accountings
• Managing trust administration tasks
• Preparing federal and state income and estate tax returns (Forms 1040/MO-1040/1041/MO-1041 and Form 706)
• Assisting in the preparation, retention, and organization of legal documents, agreements, pleadings, and accountings related to trust and estate administration
• Clear and professional communication with clients, attorneys, and various levels of staff
• Performing additional tasks with precision and efficiency as required

Job Requirements:

• Demonstrated ability to produce accurate legal documents with minimal supervision
• Essential experience in preparing Forms 1041 and 706
• Familiarity with estate and trust tax software; knowledge of ProSeries, GEMS, and EstateVal is a plus
• Proficiency in Microsoft Office 2016 (Word, Excel, Outlook)
• Undergraduate degree or equivalent work experience
• Minimum of three years of direct experience; five years preferred

If you are a qualified candidate and interested in the Estate Planning Paralegal role, please apply with a Word document version of your resume for our team to review.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.