Trusts & Estates Paralegal

Description We are on the lookout for a diligent Trusts & Estates Paralegal to be a part of a detail-oriented services team in Minneapolis, Minnesota. In this role, you will be teaming up with attorneys to handle complex estates and trusts, engaging directly with clients, and handling various tax-related tasks. More more information, please apply today. Responsibilities: u2022 Collaborate with attorneys to manage all stages of administering intricate estates and trusts, including the creation of Court documents, accountings, and distribution plans. u2022 Directly interact and communicate with clients, providing them with comprehensive assistance and support. u2022 Collect and evaluate tax data, pinpointing any issues and formulating resolutions, and create tax planning models and projections. u2022 Develop intricate estate planning tax projections to assist clients in understanding potential future scenarios. u2022 Carry out the preparation of various tax returns, including fiduciary, estate, gift, and GST, individual and related entities, and respond to tax notices and correspondence. u2022 Prepare revised returns and provide assistance during audit processes or tax court proceedings. u2022 Compose basic wills and revocable trusts, ensuring all documents are legally sound and meet client requirements. Requirements u2022 Demonstrated proficiency in drafting Wills u2022 Extensive experience in handling Revocable Trusts u2022 Ability to prepare and file Estate Tax Return u2022 Experience in Fiduciary Income Tax Return preparation u2022 Bachelor's degree and/or paralegal certificate Benefits Overview: u2022 Health, Dental and Vision Insurance u2022 401(k) with firm contribution u2022 Basic Life Insurance u2022 Short and Long Term Disability u2022 Paid Leave Benefits u2022 Pre-tax reimbursement accounts Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-12-04