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Private Client Paralegal

Private Client Paralegal

Faegre Drinker Biddle & Reath LLPIndianapolis, IN, United States
17 hours ago
Job type
  • Full-time
Job description

Faegre Drinker is a firm designed for clients and designed for you. We understand that our people are critical to our success and we are committed to investing in our paraprofessional, administrative and operations professionals. We are always looking for talented, service-focused individuals to join our flexible and high-performing culture. With technology tools and resources that support our hybrid work environment, our colleagues enjoy a culture of learning, support for work and personal goals, opportunities to give back to our communities, and competitive benefits and rewards programs. At Faegre Drinker, you will have the opportunity to share your expertise within and across teams and contribute to our success.

Job Description Summary :

Faegre Drinker, one of the 50 largest law firms headquartered in the U.S., is searching for a Paralegal to join our Private Client team in our Indianapolis (96th St.) office. As a Private Client Paralegal, you will support experienced lawyers in all aspects of estate administration, from inception through termination. This position will work with other talented individuals who share a passion for doing great work in the best interest of our clients.

Job Description : What you would do :

  • Prepare probate and administration documents for formal and informal proceedings
  • Prepare disclaimers, receipts, releases and settlement documents
  • Collect, analyze, and organize decedent's financial records, including tax returns, trust agreements, deeds, stock powers, and financial statements
  • Track estate assets, coordinate asset transfers and assist with trust funding
  • Compile, prepare and file federal estate tax returns, gift tax returns and fiduciary income tax returns
  • Establish close rapport with clients, trust and estate beneficiaries, and clients' financial advisors to ensure positive and cooperative working relationships
  • Assist attorneys, as needed, in connection with drafting wills, trusts, lifetime directives and other estate planning documents
  • Special projects and duties, as assigned

What is expected :

  • Energetic, organized, detail orientated and disciplined with the willingness to work hard
  • Ability to work well independently and as part of a team, through effective communication strategies
  • Ability to manage workflow and work under tight deadlines and other time constraints, with competing and shifting priorities
  • Ability to bill 1550 hours annually
  • Ability to effectively manage projects
  • What we offer :

  • Flexible working environment for work-life success
  • Opportunity to participate in firm-sponsored volunteer events
  • Wellness programming with personalized content and activities
  • Professional environment and the opportunity to work with experts at the top of their fields
  • Variety of health plan options, as well as dental, vision and 401(k) plans
  • Generous paid time off
  • What is required :

  • Bachelor's degree or equivalent experience required; paralegal certificate strongly preferred
  • 5+ years of experience in trusts and estates required
  • Experience as a paralegal in a law firm strongly preferred
  • Previous experience with a variety of tax programs, including programs for estate tax, fiduciary income tax, and securities evaluations
  • Proficiency in the Microsoft Office Suite (Outlook, Word, Excel, etc.)
  • Experience with tracking billable time
  • Apply now if you are ready to join the Faegre Drinker team!

    Faegre Drinker Biddle & Reath LLP participates in the federal government's E-Verify program. With all new hires, we provide the Social Security Administration and, when applicable, the US Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

    Faegre Drinker Biddle & Reath LLP is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants for employment. We do not discriminate on the basis of race, color, religion, age, national origin, disability, sex, sexual orientation, gender, gender identity, gender expression, marital status, veteran or military status, or any other characteristic made unlawful by applicable federal, state or local laws. Equal employment opportunity will be extended to all persons in all aspects of employment, including retirement, hiring, training, promotion, transfer, compensation, benefits, discipline and termination.

    Notice to Recruiters and Staffing Agencies : Faegre Drinker Biddle & Reath (and any subsidiary) has an internal recruiting department and does not accept unsolicited resumes.

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    Private Client • Indianapolis, IN, United States

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