Estate Planning Paralegal
Robert Half Legal
Description
We are on the hunt for a meticulous Estate Planning Paralegal to join our client, an AM Law 200 law firm, based in Minneapolis, Minnesota. In this role, you will be tasked with assisting attorneys with the administration of intricate estates and trusts, as well as interacting with clients and preparing complex estate tax projections.
Responsibilities:
• Assist attorneys in all aspects of administering complex estates and trusts.
• Engage with clients to answer inquiries and provide necessary information.
• Analyze tax information, identify issues, and provide potential resolutions.
• Prepare tax returns for fiduciary, estate, gift and GST, individual, and related entities.
• Respond to tax notices and correspondence, prepare amended returns, and assist with tax court proceedings or audit processes.
• Draft basic wills and revocable trusts.
• Prepare complex estate planning tax projections.
• Maintain accurate records of all client interactions and transactions.
• Ensure all client information is processed and stored in line with company policy
Requirements
• Proficient in preparing Estate Tax Returns
• Skilled in handling Fiduciary Income Tax Returns
• Experience with Revocable Trusts
• Knowledgeable in drafting and executing Wills
• Minimum of 3 years of experience in similar employment, ie estate planning, trusts or tax work
• Able to manage and organize large volumes of complex data
• Excellent written and verbal communication skills
• Ability to maintain confidentiality and handle sensitive information
• Bachelor's degree and/or Paralegal certification
Benefit Offering Overview:
• Health, Dental and Vision Insurance
• 401(k) with firm contribution
• PTO and Paid Holidays
• Basic Life Insurance
• Short & Long-term Disability
• Healthcare, Dependent Care & Transportation pre-tax reimbursement accounts
• Parental Leave
Robert Half is the world’s 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 (https://www.roberthalf.com/us/en/mobile-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.
© 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 “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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