Trusts and Estates Paralegal

United States·Urbandalemid

Legal & ComplianceParalegal

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Quick Summary

Key Responsibilities

Draft wills, trusts, powers of attorney, and related estate planning documents Manage probate administration from opening through closing, including court filings, inventories, notices,

Technical Tools

Legal & ComplianceParalegal

A well-established estate planning and probate law firm, is seeking a Trusts and Estates Paralegal to join its team in Urbandale, IA, in the Des Moines metro. You’ll draft estate planning documents, manage probate and trust administration, and guide clients through some of life’s most important moments. Pay is $65,000-$80,000 plus a discretionary bonus, and employee health coverage is 100% paid by the firm.

This is a busy but laid-back small firm in a convenient suburban location, away from the downtown bustle. The right person is an independent, tech-savvy paralegal with a strong work ethic and genuine people skills, who enjoys owning their work with minimal oversight.

Responsibilities

~1 min read

→Draft wills, trusts, powers of attorney, and related estate planning documents
→Manage probate administration from opening through closing, including court filings, inventories, notices, and accountings
→Support estate and trust administration for clients and fiduciaries
→Coordinate trust funding, including asset retitling and beneficiary designation updates
→Assist with client intake and gather the information needed to prepare documents
→Prepare and finalize documents for attorney review and signing
→Communicate with clients, families, and financial institutions with professionalism and compassion
→Track deadlines and keep case files organized and current
→Work independently and manage your own workload with minimal oversight

2-3+ years of paralegal experience
Experience with estate planning, probate, or trust administration
Associate degree or higher
Strong technology skills and comfort learning new software
Excellent interpersonal skills with clients of all backgrounds, including families navigating a loss
A strong work ethic and the ability to work independently with minimal oversight
Exceptional organization and attention to detail
Ability to work in the Urbandale, IA office

Iowa probate experience
Experience with Clio
Experience with WealthCounsel
Experience with Iowa Docs or other probate document assembly tools
Trust funding experience
Paralegal certificate or certification

Base salary of $65,000-$80,000, depending on experience
A discretionary bonus, historically equal to two months' salary
Employee health insurance 100% paid by the firm
Dental and vision coverage available
A 401(k) with a dollar-for-dollar match up to 3%, beginning after one year
15 days of paid time off per year, accruing each week
Hybrid flexibility possible after an initial period in the office
A busy but laid-back small-firm environment that isn’t overly stressful
A convenient suburban office, away from downtown traffic
Great clients and meaningful work helping families plan and settle their affairs

Location & Eligibility

Where is the job

Urbandale, United States

On-site at the office

Who can apply

About this job

Pay per year: $65,000–$80,000 a year; In line with the $72,500 median for Paralegal jobs on Jobera (325 salaries).
Who can apply: United States
Posted: Today
Employer: has 135 open jobs on Jobera.