Paralegal - Trusts & Estates

Job Description

Job Description

UB Greensfelder has an opening for anexperienced Paralegal to work on estate planning, tax and probate matters in our St. Louis office.This role is eligible for occasional hybrid work after the initial onboarding period.

UB Greensfelder LLP is an Am Law 200 law firm dedicated to exceeding client expectations and delivering superior, customized legal solutions. The firm's attorneys advise regional, national, and global businesses on a wide range of sophisticated legal matters across more than 25 specialized practice and industry groups. Renowned for its best-in-class client service and litigation excellence, UBG was named "2025 Ohio and Missouri Firm of the Year" byBenchmark Litigationand consistently earns top-tier accolades from Chambers and Partners. Established in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., UB Greensfelder has quickly emerged as a super-regional powerhouse firm in the Midwest and in top-tier business centers. For more information, please visit Our Business Begins With You.

Responsibilities Include:

• Preparing estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and 706).
• Assisting with trust process, including funding, administration, and notices.
• Assisting with the preparation of basic estate planning documents and related trust funding.
• Assisting with probate administration, including opening/closing estates, e-filing, preparing accountings, and handling asset transfers.
• Communicating with clients and advisors.

Qualified Applicants Will Have:

• 3+ years of probate, trust and tax experience.
• General understanding of estate planning principles and trust funding procedures.
• Knowledge of beneficiary designation forms and ability to coordinate with clients' financial advisors.
• Strong organizational skills, attention to detail and good judgment.
• Ability to manage high volume priorities while working with others to meet deadlines.
• Excellent written, verbal and interpersonal communication skills, especially when working with clients.
• Experience with Microsoft Office Suite (Word, Excel, and PowerPoint) and Adobe, required.

UB Greensfelder provides top-quality, sophisticated legal services, serving business clients ranging from small entrepreneurs to international companies. Our work environment is business casual and we offer a competitive compensation and benefits package, which includes medical/dental/vision, 401(k) with employer contribution, short and long term disability plans, life insurance, well-being initiatives, and paid parental leave programs. If you desire to work in a truly people-focused environment for a firm that values its employees, then UB Greensfelder is the firm for you.

UB Greensfelder recognizes the importance of forming inclusive teams of attorneys and staff to foster an environment where creative solutions are made for our clients, and all have the opportunity to thrive and succeed. We encourage candidates from a variety of backgrounds to apply to be a part of our team.