Paralegal

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 & estates, corporate, litigation, real estate, sports & 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:

• Assist attorneys in the preparation and administration of trusts and estates.
• Draft and review legal documents, including wills, trusts, powers of attorney, and estate planning documents.
• Conduct legal research and gather relevant information for cases.
• Maintain and organize client files and records.
• Communicate with clients, beneficiaries, and other parties involved in the estate planning process.
• Coordinate and manage the probate process, including filing necessary documents with the court.
• Assist in the preparation of estate tax returns and other related financial documents.
• Ensure compliance with all legal and regulatory requirements.

Qualifications:

• Associate's degree or paralegal certificate from an accredited institution preferred but not required
• Minimum of 2 years of experience as a paralegal, preferably in trusts and estates.
• Strong understanding of estate planning, probate, and trust administration.
• Excellent written and verbal communication skills.
• Proficiency in legal research and document drafting.
• Detail-oriented with strong organizational skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite and legal research databases.

Benefits:

• Medical, Dental, and Vision insurance
• Immediate participation in 401(k) and 100% vested match after 1 year of service
• Company paid life and long-term disability insurance
• HSA, HRA and Flex Spending Account options
• Dynamic and diverse work environment
• Opportunities for professional growth and development.
• Paid holidays and 15 PTO days annually

This position can be based in one of our following locations:

• Chicago, IL
• Des Moines, IA
• Omaha, NE

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