Trust and Estate Paralegal - (Leawood, KS)

Trust and Estate ParalegalThe applicant provides administrative and substantive legal support to the attorneys of Creative Planning s legal department. Prepares mailings to clients of documents to be signed. Schedules and confirms client meetings for attorneys. Reviews and processes incoming signed documents from clients. Prepares and records deeds and other asset transfer documents. Prepares trust administration and trust settlement documents, including trust accountings, and co-ordinates distribution to relevant parties. Prepares court documents for decedent s estate and adult guardianships and conservatorships. Prepares attorney and transmittal correspondence. Co-ordinates with clients and asset custodians to obtain and organize asset and debt info for decedents or wards/conservatees. Must have Bachelor's degree. Should have 3+ years of probate and trust settlement background (preferably in KS and MO). Trust and estate litigation background is preferred. Proficiency in Ms office is needed.