Qureos Mentor

DUGGAN BERTSCH, LLC

<div>Paralegal 
 
About DUGGAN BERTSCH:
DUGGAN BERTSCH is a full-service law firm that specializes in the needs of the Private Client. Our clients include ultra-high net worth and new wealth individuals (business owners, athletes, and entertainers). Our practice areas include trusts &amp; estates, corporate, litigation, real estate, sports &amp; entertainment, tax, healthcare and a stand-alone tax and accounting firm. We are a group of talented entrepreneurial legal professionals who care about culture and have a multi-state presence.
Job Summary: 
We are looking for a detail-oriented Paralegal to join our growing firm. Job responsibilities include:<ul><li>
Assist attorneys in the preparation and administration of trusts and estates.</li><li>
Draft and review legal documents, including wills, trusts, powers of attorney, and estate planning documents.</li><li>
Conduct legal research and gather relevant information for cases.</li><li>
Maintain and organize client files and records.</li><li>
Communicate with clients, beneficiaries, and other parties involved in the estate planning process.</li><li>
Coordinate and manage the probate process, including filing necessary documents with the court.</li><li>
Assist in the preparation of estate tax returns and other related financial documents.</li><li>
Ensure compliance with all legal and regulatory requirements.</li></ul>
Qualifications:<ul><li>
Associate's degree or paralegal certificate from an accredited institution preferred but not required</li><li>
Minimum of 2 years of experience as a paralegal, preferably in trusts and estates.</li><li>
Strong understanding of estate planning, probate, and trust administration.</li><li>
Excellent written and verbal communication skills.</li><li>
Proficiency in legal research and document drafting.</li><li>
Detail-oriented with strong organizational skills.</li><li>
Ability to work independently and as part of a team.</li><li>
Proficiency in Microsoft Office Suite and legal research databases.</li></ul>
Benefits:<ul><li>
Medical, Dental, and Vision insurance</li><li>
Immediate participation in 401(k) and 100% vested match after 1 year of service</li><li>
Company paid life and long-term disability insurance</li><li>
HSA, HRA and Flex Spending Account options</li><li>
Dynamic and diverse work environment</li><li>
Opportunities for professional growth and development.</li><li>
Paid holidays and 15 PTO days annually</li></ul> 

This position can be based in one of our following locations:<ul><li>
Chicago, IL</li><li>
Des Moines, IA</li><li>
Omaha, NE</li></ul> 
#DBLAW 

iAI63ZgvRl</div>

Paralegal

<div>Paralegal 
 
About DUGGAN BERTSCH:
DUGGAN BERTSCH is a full-service law firm that specializes in the needs of the Private Client. Our clients include ultra-high net worth and new wealth individuals (business owners, athletes, and entertainers). Our practice areas include trusts &amp; estates, corporate, litigation, real estate, sports &amp; entertainment, tax, healthcare and a stand-alone tax and accounting firm. We are a group of talented entrepreneurial legal professionals who care about culture and have a multi-state presence.
Job Summary: 
We are looking for a detail-oriented Paralegal to join our growing firm. Job responsibilities include:<ul><li>
Assist attorneys in the preparation and administration of trusts and estates.</li><li>
Draft and review legal documents, including wills, trusts, powers of attorney, and estate planning documents.</li><li>
Conduct legal research and gather relevant information for cases.</li><li>
Maintain and organize client files and records.</li><li>
Communicate with clients, beneficiaries, and other parties involved in the estate planning process.</li><li>
Coordinate and manage the probate process, including filing necessary documents with the court.</li><li>
Assist in the preparation of estate tax returns and other related financial documents.</li><li>
Ensure compliance with all legal and regulatory requirements.</li></ul>
Qualifications:<ul><li>
Associate's degree or paralegal certificate from an accredited institution preferred but not required</li><li>
Minimum of 2 years of experience as a paralegal, preferably in trusts and estates.</li><li>
Strong understanding of estate planning, probate, and trust administration.</li><li>
Excellent written and verbal communication skills.</li><li>
Proficiency in legal research and document drafting.</li><li>
Detail-oriented with strong organizational skills.</li><li>
Ability to work independently and as part of a team.</li><li>
Proficiency in Microsoft Office Suite and legal research databases.</li></ul>
Benefits:<ul><li>
Medical, Dental, and Vision insurance</li><li>
Immediate participation in 401(k) and 100% vested match after 1 year of service</li><li>
Company paid life and long-term disability insurance</li><li>
HSA, HRA and Flex Spending Account options</li><li>
Dynamic and diverse work environment</li><li>
Opportunities for professional growth and development.</li><li>
Paid holidays and 15 PTO days annually</li></ul>
Salary:<ul><li>
The salary range for this position is $60,000-$85,000 annually</li></ul> 
This position can be based in one of our following locations:<ul><li>
Chicago, IL</li><li>
Des Moines, IA</li><li>
Omaha, NE</li></ul> 
#DBLAW 

S36xg1zYcP</div>

<div>Legal Project Manager 
 
About DUGGAN BERTSCH:
DUGGAN BERTSCH is a full-service law firm that specializes in the needs of the Private Client. Our clients include ultra-high net worth and new wealth individuals (business owners, athletes, and entertainers). Our practice areas include trusts &amp; estates, corporate, litigation, real estate, sports &amp; entertainment, tax, healthcare and a stand-alone tax and accounting firm. We are a group of talented entrepreneurial legal professionals who care about culture and have a multi-state presence. 
 
Job Summary: 
 
We are looking for a highly organized and experienced Legal Project Manager to join our ranks. The work at DB is fast paced and sophisticated, and this role is integral to ensuring the smooth creation and execution of complex estate plans and related matters. The LPM will work closely with attorneys, clients, team members and other stakeholders to oversee the progress of estate planning related projects from inception to completion. 
Key Responsibilities:
Project Planning &amp; Coordination:<ul><li>
Manage the planning and execution of all estate planning projects.</li><li>
Develop and maintain detailed project plans, including timelines, milestones, and deliverables.</li><li>
Coordinate with attorneys, paralegals, clients, financial advisors, and other external parties to ensure efficient project execution.</li></ul>
Client Management &amp; Communication:<ul><li>
Serve as the primary point of contact for attorneys and clients, providing regular updates on the progress of their estate planning matters.</li><li>
Ensure clear communication between clients and legal teams, addressing concerns and ensuring client expectations are managed.</li></ul>
Process Improvement:<ul><li>
Continuously evaluate and improve workflows to optimize efficiency and reduce redundancy.</li><li>
Recommend process improvements and best practices.</li></ul>
Document Management:<ul><li>
Oversee the organization and management of legal documents and files, ensuring all documents are properly stored, filed, and accessible.</li><li>
Ensure all necessary documents are prepared and submitted in a timely manner.</li></ul>
Team Support &amp; Leadership:<ul><li>
Provide leadership and guidance to all team members, to ensure effective support for legal projects.</li><li>
Foster collaboration and communication within the team to enhance productivity and morale.</li></ul> 
Qualifications &amp; Skills:<ul><li>
Education: Bachelor&rsquo;s degree in business administration, law, or related field.</li><li>
Experience: Minimum of 3-5 years of experience in legal project management, preferably within a trusts and estates or estate planning firm.</li><li>
Strong project management skills with experience in managing multiple projects simultaneously.</li><li>
Excellent communication and interpersonal skills, with the ability to liaise effectively with clients and internal teams.</li><li>
Knowledge of legal terminology, trust, and estate law.</li><li>
Strong organizational and time management skills.</li><li>
Ability to manage budgets and resources efficiently.</li><li>
Proficiency in Microsoft Office Suite and legal project management software (e.g., Asana).</li></ul> 
Preferred Qualifications:<ul><li>
Experience working in a law firm environment, particularly in trusts and estates department.</li><li>
PMP or other relevant certifications in project management.</li><li>
Familiarity with trust and estate administration software tools.</li></ul> 

Benefits:<ul><li>
Medical, Dental, and Vision insurance</li><li>
Immediate participation in 401(k) and 100% vested match after 1 year of service</li><li>
Company paid life and long-term disability insurance</li><li>
HSA, HRA and Flex Spending Account options</li><li>
Dynamic and diverse work environment</li><li>
Opportunities for professional growth and development.</li><li>
Paid holidays and 15 PTO days annually</li></ul>
This position can be based in one of our following locations:<ul><li>
Chicago, IL</li><li>
Des Moines, IA</li><li>
Omaha, NE</li></ul>
#DBLAW 

8Aq8rHFtwL</div>

Legal Project Manager

Join DUGGAN BERTSCH, LLC and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

DUGGAN BERTSCH, LLC

ABOUT_COMPANY

Paralegal

Paralegal

Legal Project Manager