Trusts & Estates Paralegal- 3673807

Job Description

Job Description

Job Title: Trusts & Estates Paralegal 

Location: Chicago

Salary/Payrate: $110K - $120K + Excellent Benefits!

Work Environment: Hybrid – onsite 10 days month

Term: Full-time / Permanent

Bachelor’s degree required: Bachelors or Paralegal Certificate

Referral Fee: AMS will pay $500 should the person you refer gets hired

Our Law Firm client is seeking a Trusts & Estates Paralegal to support attorneys in all aspects of estate administration, probate proceedings, trust administration, and related fiduciary matters. The ideal candidate will have strong probate experience, exceptional organizational skills, and the ability to manage multiple matters in a fast-paced legal environment while maintaining a high degree of accuracy and professionalism and understanding of corporate and real estate as it pertains to estate planning clients.

Experience that makes you a fit:

Probate and Estate Administration

• Assisting attorneys with the administration of probate estates from inception through closing.
• Preparing and filing probate pleadings, petitions, inventories, accountings, notices, receipts, and related court documents.
• Coordinating with probate courts, clerks, fiduciaries, beneficiaries, financial institutions, accountants, and other third parties.
• Monitoring and maintaining probate deadlines and court schedules.
• Gathering, organizing, and analyzing estate asset information.

Trust Administration

• Assisting with the administration of revocable and irrevocable trusts.
• Preparing trust funding and transfer documentation.
• Coordinating distributions to beneficiaries.
• Maintaining trust records and fiduciary accounting.
• Communicating with trustees and beneficiaries regarding administration matters.

General Case Management

• Maintaining case files, calendars, and docketing systems.
• Drafting correspondence and communicate professionally with clients and third parties.
• Conducting legal and factual research as requested.
• Assisting with special projects and other duties related to the Trusts & Estates practice.

Requirements:

• Minimum of 3-5 years of Trusts & Estates paralegal experience.
• Paralegal certificate from an ABA-approved program or bachelor’s degree.
• Significant experience handling probate and estate administration matters.
• Proficiency in preparing probate court filings and related documentation.
• Strong organizational and case management skills.
• Excellent written and verbal communication abilities.
• Proficiency with Microsoft Office Suite and legal document management systems.
• Ability to manage multiple deadlines while maintaining accuracy and attention to detail.
• Familiarity with state-specific probate procedures and electronic court filing systems.
• Experience with fiduciary accounting and estate tax matters.
• Understanding of corporate and real estate as it pertains to estate planning clients.
• Attention to detail
• Client service orientation
• Professional judgment and discretion
• Strong analytical and problem-solving skills
• Ability to work independently and collaboratively