Trusts & Estates Paralegal

Proactive Solutions HR

Northbrook, IL

Full-Time

Job Description

Trust and Estates Paralegal

Our client, a Northbrook, Illinois based law firm, is seeking a trusts and estates paralegal to join its rapidly growing and highly collaborative law firm. The paralegal must be able to work independently, managing complex trust administration and probate matters from beginning to end in collaboration with and with the support of the responsible attorney.

Responsibilities:

Identifying and collecting assets
Preparing various trust administration and probate documents
Preparing, updating, and providing status reports internally as well as to clients
Supporting the responsible attorney with document preparation, correspondence, meetings, and other aspects of the matter
Preparing accountings, federal and state estate tax returns, and federal gift tax returns
Reviewing and summarizing wills and trust agreements in collaboration with attorneys to implement the trust administration and probate process to ultimately distribute assets and fund sub-trusts
Docketing and tracking court dates, tax filings, and other deadlines
Using reference materials and performing basic research using a variety of resources.

Education and Experience:

5+ years of experience as a trusts and estates paralegal
Familiarity with procedures of probate courts, taxing authorities and regulatory agencies
Experience working with Microsoft Office resources (Outlook, Word, Excel,), PDF software, and document management software
Experience working with tax preparation software (e.g., CCH ProSystem fx)
Ability to learn and use advanced software programs and new technology
Desire to attend continuing education courses to improve skills
Good understanding of basic business relationships and client confidentiality principles.

Key Attributes:

Excellent mathematical, organizational, and technological skills
Superior oral and written communication skills
Excellent proofreading skills
Ability to produce accurate work product with a high attention to detail
Self-starter who is comfortable simultaneously managing multiple tasks
Excellent time management skills and ability to adjust to changing project priorities in a fast-paced and deadline-driven environment

Our Core Values: