Trusts & Estates Paralegal

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Trusts & Estates Paralegal

A well-respected Chicago law firm is seeking a Trusts & Estates Paralegal to join its growing Private Wealth practice. This is a full-time opportunity supporting attorneys with sophisticated estate administration, probate, and trust matters in a collaborative and client-focused environment.

The position offers a hybrid schedule with only one in-office day per week for experienced paralegals, a 35-hour work week (typically 9:00 AM-5:00 PM), overtime eligibility, and an annual billable requirement of 1,300 hours. The salary range for this position is $85k-$125k, depending on experience.

The ideal candidate will have 3+ years of Trusts & Estates paralegal experience, including significant probate and estate administration experience. Candidates should be highly organized, detail-oriented, and comfortable working directly with clients, fiduciaries, beneficiaries, and outside professionals.

Skills required and Job Duties include the following:

Job Duties:

• Assist attorneys with probate and estate administration matters from inception through closing
• Prepare and file probate pleadings, petitions, inventories, accountings, notices, receipts, and related court documents
• Coordinate with probate courts, fiduciaries, beneficiaries, financial institutions, accountants, and other third parties
• Monitor probate deadlines and court schedules
• Gather, organize, and analyze estate asset information
• Assist with the administration of revocable and irrevocable trusts
• Prepare trust funding and transfer documentation
• Coordinate trust distributions to beneficiaries
• Maintain trust records and fiduciary accountings
• Draft correspondence and communicate professionally with clients and third parties
• Maintain case files, calendars, and docketing systems
• Conduct legal and factual research and assist with special projects as needed

Qualifications:

• 3+ years of Trusts & Estates paralegal experience
• Significant experience handling probate and estate administration matters
• Experience preparing probate court filings and related documentation
• Knowledge of fiduciary accountings and estate tax matters
• Understanding of corporate and real estate matters as they relate to estate planning clients
• Strong organizational, analytical, and problem-solving skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office and legal document management systems
• Ability to manage multiple deadlines while maintaining a high level of accuracy and attention to detail
• Paralegal certificate or Bachelor’s degree preferred

Apply TODAY!

Only qualified candidates will be contacted.

L081436-MJR_1787242761

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