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Posted: Tuesday, February 20, 2018 12:06 AM


Job Description:

The Trust & Estate Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.

Job duties include:

• 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 information for decedents or wards/conservatees
• All other duties as assigned

Job Requirements

• Bachelor's degree
• proficiency in Microsoft Office
• 3+ years of probate and trust settlement experience (preferably in KS and MO)
• trust and estate litigation experience preferred, but not required
• efficient, detail-oriented, and accurate


Contact Person: David Crandall
Email Address:
Phone: 913-327-9455
Fax: 913-754-1363

• Location: Kansas City, Leawood, KS

• Post ID: 38160182 kc is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018