JOB TITLE: (Trust and Estate Planning) Paralegal

FLSA STATUS: Non-Exempt

HOURS: Part-Time; 20+ hours per week

LOCATION: Denver, CO office (hybrid work environment)

POSITION SUMMARY

The Trust and Estate Planning Paralegal is a part time, non-exempt position based in our Denver, CO office. This position is responsible for estate planning support. The individual will be working in a dynamic environment that requires excellent organization, handling a multitude of tasks simultaneously, independent thinking and self-direction, the ability to work well with people, and determination to get the job done. Spencer Fane offers an excellent benefits package and an opportunity to work in a challenging and collaborative environment.

Benefits include: Paid Time Off, Medical, Dental, Vision, 401K, Paid Parental Leave, Group Life, and Disability

Compensation: $43.90/hour – $54.88/hour

PRINCIPAL RESPONSIBILITIES

• Establish and administer Colorado probate estates and guardianship/conservatorship estates.
• Calendar and follow probate deadlines.
• Assist with trust and estate administration, including creation of sub trusts, allocation of assets, and transfers to trusts.
• Draft real estate deeds and other asset title documents.
• Assist with estate planning documents, including wills, revocable trusts, irrevocable trusts, qualified personal residence trusts, charitable trusts, foundations, durable powers of attorney, health care directives, and asset transfers.
• Draft corporate formation, corporate maintenance, and corporate dissolution documents, including limited partnership agreements and operating agreements.
• Organize and administer irrevocable trusts, charitable foundations, non-profit organizations, family limited partnerships and limited liability companies.
• Prepare and review estate tax returns (Form 706), gift tax returns (Form 709), and non-profit returns.
• Independently use sound judgment and initiative to develop project timelines; monitor critical deadlines.
• Handle file maintenance and organization.
• Demonstrate effective teamwork, and work cooperatively with other departments and individuals in the firm.
• Communicate effectively and professionally with attorneys, clients and related parties.
• Track and record time in Intapp to ensure services provided are appropriately charged.

QUALIFICATIONS / SKILLS

• Experience with Colorado probate proceedings required.
• Undergraduate degree and/or paralegal certificate preferred.
• 2-3 years of paralegal experience in the trust and estate planning field preferred.
• Familiarity with federal gift and estate returns, tax-exempt organizations, and formation of LLCs, partnerships, and corporations preferred.
• Current Colorado Notary Public preferred.
• Ability to prioritize and coordinate projects and cases for more than one attorney simultaneously.
• Must cope successfully with demands from attorneys and remain calm under pressure.
• Must conduct all business in a confidential manner.
• Proficiency in Microsoft Office Suite, including Outlook, Word, PowerPoint and Excel required.
• Willingness to learn chart and diagraming programs for Estate Planning presentations to clients, including Visio.

PHYSICAL REQUIREMENTS

• Position is generally sedentary in nature; involves sitting most of the time, but may involve walking or standing for brief periods of time.
• Ability to occasionally or routinely lift up 10 - 20 lbs. required.
• Ability to efficiently communicate
• Ability to perform repetitive motions required
• Ability to see and read PC screens, detect color coding, read fine print, and/or normal type size print

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified.