Overview:

The Kansas City office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an Estate Planning Paralegal / Trust Funding Coordinator. The Trusts & Estates practice group handles trust and estate planning, wealth counseling, and business entity creation and maintenance.

Specific responsibilities include:

Prepare documents for a wide variety of legal needs, including estate planning, trust settlement, probate, and entity installation using existing document templates and creating documents as needed

Create drafts of trusts using Wealth Docx software

Maintain files and entity books on an annual basis

Trust and funding administration

Use of FundingPro software

Create funding documents for Trusts, Trust Settlements, and Entities

Copying and mailing funding letters

Conduct meetings with and attend seminars for clients (some travel required)

Create Asset Review Reports annually and perform updates

Obtain funding verification for trusts, trust settlements, and entities

Attend and conduct workshops for clients using Lifespan software

The ideal candidate will have the following qualifications:

Proficiency in computer skills, including all Microsoft Office programs

Strong attention to detail

Strong organization, facilitation, communication, and presentation skills

Ability to prioritize workflow and manage multiple, competing priorities

Ability to work effectively without supervision and within established time limits and deadlines

Experience with the following software/services: Wealth Docx, FundingPro, WealthCounsel, DocuBank, and Lifespan.

We offer competitive compensation and in addition, Lewis Brisbois offers a range of benefits including medical, dental, vision, life insurance, 401k with employer contribution, as well as sick and vacation time. We also offer excellent opportunities for growth and advancement while working with a collaborative team. 

Lewis Brisbois is not accepting search firm submissions for this position.

Qualifications:

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