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Employment Opportunities

Estate Settlement Legal Assistant

Job Description:

The Estate Settlement Legal Assistant works in trusts and estates law. Trusts and estates law involves laws as they affect individuals and heirs, and includes such matters as wills, trusts, implementation of estate planning, estate taxes, and aspects of family and probate law, among others.

The primary objective of the Estate Settlement Legal Assistant position is production and analysis of documents for our attorneys, supplemented by timely and accurate delivery of work assignments. The Estate Settlement Legal Assistant will work closely with clients, attorneys, and other legal assistants. Responsibilities will include all phases of trust and estate administration, to include the following: organization and analysis of asset information; valuation of assets and allocation to sub-trusts; preparation of inventories, asset allocation agreements, asset transfer documents; deeds, and supporting documents; drafting probate pleadings, including fiduciary reports/accountings, petitions, etc.; and assisting with estate and gift tax return preparation.

Candidate Requirements:

The Estate Settlement Legal Assistant should have ability to understand information from bank, brokerage, and other financial statements. Preferably proficient with MS Office Suite. Experience with an accounting office, real estate office, title company, bank financial institution or  law office is a plus, but not absolutely required. The Estate Settlement Legal Assistant should also have excellent communication, writing and computer skills.

Work Schedule:

Monday – Friday 8:00a.m. – 5:00p.m.

Salary:

Will be determined based on experience.

Job Type:

Full-Time w/ benefits after eligibility requirements are met.

To apply for this position, please email your resume, references, and a cover letter addressing why you believe you qualify for this position to STMPC@MontanaEstateLawyer.com.


Our law firm, attorneys and lawyers handle matters throughout Montana (MT), including Billings, Bozeman, Great Falls, Havre, Helena, Kalispell, Lewistown, Livingston, Missoula, Shelby and Whitefish.



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| Phone: 406-727-2200

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