Job Title: Trust & Estates Paralegal
Location: Downtown Chicago (Hybrid Role)
A prominent and well-established law firm is seeking a skilled and experienced Trust & Estates Paralegal to join their dynamic team. This role provides an excellent opportunity to support attorneys in the management and administration of complex trusts and estates. The ideal candidate will possess a strong understanding of probate procedures and demonstrate exceptional client service skills.
Responsibilities:
- Manage all aspects of trusts and estates in probate, from opening to closing.
- Prepare and file probate documents, including tax returns and court inventories.
- Coordinate asset transfers and funding of trusts, communicating with financial institutions and appraisers.
- Maintain and report beneficial ownership information.
- Conduct legal research and draft client correspondence.
- Maintain accurate time records for client billing.
- Provide exceptional client support and communication.
Required Skills and Experience:
- Bachelor’s degree and a minimum of five years of progressive trust administration experience, preferably in a law firm environment.
- Strong knowledge of probate procedures and estate tax regulations.
- Experience with high-net-worth clients.
- Proficiency in legal research and database management.
- Excellent organizational, analytical, and communication skills.
- Proficiency in standard office software (e.g., MS Office Suite).
- Experience with tax return preparation.
- Paralegal certificate from an ABA-accredited program is a plus.