Trust & Estate Paralegal

Posted 3 days ago

lhhOak Park (IL)

Paralegals and Legal Assistants Offices of Lawyers

SENIORITY

Senior

SALARY

$90,000 – $120,000 annually

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About the role

Trust & Estate Paralegal

Location: Chicago, IL

Salary Range: $90,000 – $120,000 annually (commensurate with experience)A well-established and growing legal practice is seeking an experienced Trust & Estate Paralegal to support its estate planning and administration team. This role offers the opportunity to work on sophisticated probate, trust administration, and tax matters within a collaborative, client-focused environment.

Key Responsibilities:

Manage all phases of probate administration, including preparation and filing of petitions, inventories, accountings, and related court documents
Support trust administration, including asset transfers, valuations, and distributions to beneficiaries
Coordinate asset collection, communicate with financial institutions, and prepare summaries for tax reporting
Assist with preparation of federal and state estate tax returns, fiduciary income tax returns, and gift tax filings
Serve as a point of contact for clients, trustees, beneficiaries, and outside advisors
Conduct research on tax regulations and compliance requirements
Maintain organized electronic case files and monitor deadlines to ensure timely filings

Qualifications:

5+ years of experience in trust and estate administration, estate planning, or tax preparation
Must have experience with gift tax fillings
Paralegal certificate from an ABA-approved program required; bachelor’s degree preferred
Background in accounting or tax is a plus
Skills & Expertise
Strong knowledge of probate procedures, fiduciary accounting, and tax filings
Proficiency in Microsoft Office (Word, Excel, Outlook) and document management systems
Experience with tax or accounting software preferred
Exceptional attention to detail and accuracy
Ability to manage multiple priorities and work independently
Excellent written and verbal communication skills
Professional, empathetic approach when working with clients in sensitive situations

Benefits: Medical, dental, and vision insurance 401(k) with employer contribution Generous paid time off and company holidays Life and disability insurance Professional development and continuing education support Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacyThe Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance

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