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Probate/Estate Administration Paralegal

Braun Cathie Kruzel, PC

Braun Cathie Kruzel Braun Cathie Kruzel is an AV‑rated law firm in North Scottsdale with a focus on estate planning and trust administration, settlement of both contested and uncontested estate, and related business, real estate, and tax planning. Minimum Qualifications A four‑year bachelor’s degree or certificate from an accredited paralegal training program preferred Minimum of two (2) years of probate, estate and trust administration, tax, and financial planning paralegal experience Or any equivalent combination of education and/or experience Responsibilities Report to multiple attorneys Communicate with clients, banks, brokerage firms, and appraisers to obtain information concerning decedent’s assets Interact with trustees, personal representatives, and estate/trust beneficiaries to implement plans of distribution after death Administer probate‑related matters, including the preparation of pleadings for formal probates, informal probates, guardianships, and conservatorships Administer trust‑related matters, including the preparation of reformations, settlement agreements, etc., both judicial and non‑judicial Work with attorneys to prepare accountings and plans of division and handle the funding of trusts Work with attorneys to prepare gift and estate tax returns and file with appropriate taxing authorities Skills Professional communication with clients, court personnel, attorneys, financial professionals, and taxing authorities Proficiency with Microsoft Office, advanced knowledge of Word, Excel, and Outlook Technical writing, drafting, and organizational skills are a plus Knowledge of Time Matters, Time Slips, and tax systems software such as Lacerte is a plus Excellent organization, strong attention to detail, and meeting deadlines are a must Self‑starter with a teachable attitude Ability to prioritize and multitask Benefits BCK offers an attractive salary, comprehensive benefits package (including medical, dental, vision, life, disability), company‑funded profit sharing and a 401(k) plan, paid time off (holiday, vacation, PTO, sick), and a shortened Friday work schedule throughout the year. Application All qualified candidates are invited to submit a cover letter and resume for consideration to Tiffany Foster at View email address on click.appcast.io. #J-18808-Ljbffr

Vacancy posted 4 days ago
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