Role and Responsibilities:

  • Drafting estate planning documents for attorney’s review (wills, trusts, powers of attorney, and healthcare directives)
  • Preparing documents and assisting the transfer of assets into trusts
  • Preparing and recording powers of attorney, deeds, memoranda of trust, and other recordable forms
  • Researching foreign jurisdictions for out-of-state client assets and re-registering them
  • Preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices)
  • Filing life insurance claims and other death benefits
  • Communicating with beneficiaries and next of kin regarding admission of the will and other probate hearings
  • Administering estate accounts
  • Assisting with the investment, transfer, and/or liquidation of estate assets
  • Preparing and filing the decedent’s final income and tax returns
  • Preparing documents associated with land sale proceedings

Skills:

  • Critical thinking, personal initiative and accountability required.
  • Excellent organizational skills and high attention to detail required.
  • Ability to create documents using correct English spelling, grammar and punctuation; review legal documents to identify inaccuracies or omissions; pay attention to detail in all work and see work through to its logical conclusion.
  • Strong proficiency in Microsoft office applications and law management software required.
  • Ability to confidently and effectively interact with and demonstrate respect for clients, attorneys and all employees in a collaborative team-based culture.
  • Confidentiality regarding all aspects of the business, discretion and tact are non-negotiable.

Qualifications and Requirements:

  • Bachelor’s Degree Preferred
  • Minimum of one-year estate planning and probate work required

Benefits:

  • Group Health Insurance (shared employer/employee cost)
  • Group Dental Insurance (shared employer/employee cost)
  • Vision Insurance (employee paid)
  • Short-Term Disability Insurance (employee paid)
  • Critical Care Insurance (employee paid)
  • Accident Insurance (employee paid)
  • 401(k) Plan (employee contribution/employer match)
  • Long-Term Disability Insurance (employer paid)
  • Life Insurance (employer paid)
  • Dependent Care FSA (employee paid)
  • Health Savings Account (employee paid)
  • Employee Assistance Program (employer paid)

The position is an at-will position..

Job Type: Full-time

Education: Bachelor’s (Preferred)

Work Location: Omaha, NE

Apply Now!