Probate/Estate Administration Paralegal

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.  We are seeking a highly skilled, proficient, and self-motivated paralegal with multiple capabilities and experience in Probate and Estate/Trust Administration.

Minimum Qualifications:

  • A four-year bachelor’s degree or certificate from 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 include:

  • Report to multiple attorneys
  • Communicate with clients, banks, brokerage firms, and appraisers to obtain information concerning decedent’s assets
  • Primary face-to-face responsibility for interacting with trustees, personal representatives and estate/trust beneficiaries and implementing plans of distributions after death
  • Prepare gift and estate tax returns and file with appropriate taxing authorities
  • Administer probate-related matters, including the preparation of pleadings for formal probates, informal probates, guardianships, and conservatorships
  • Work with attorneys to prepare accountings and plans of division and handle the funding of trusts
  • Administer trust-related matters, including the preparation of reformations, settlement agreements, etc., both judicial and non-judicial

Skills must include:

  • Must be able to have professional communication with clients, court personnel, attorneys, financial professionals, and taxing authorities
  • Proficiency with Microsoft Office, advanced knowledge with Work, Excel and Outlook
  • Technical writing, drafting, and organizational skills are a plus
  • Time Matters, Time Slips and tax systems software (such as Lacerte) knowledge a plus
  • Excellent organization, strong attention to detail and deadlines is a must
  • Must be a self-starter and possess a teachable attitude
  • Ability to prioritize and multitask

BCK offers an attractive salary, comprehensive benefits package (including medical, dental, vision, life, disability), a 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.  We are a fully Covid-19 vaccinated office.

All qualified candidates are invited to submit a cover letter and resume for consideration to Tiffany Beam at [email protected].