Trust And Estates Paralegal- 2486251

1 week ago


Chicago, United States AMS Staffing Inc. Full time

Please send resume should you be interested in the following Trust and Estates Paralegal position located in Chicago, IL. This is a full-time, direct-hire position with a salary between 130-150K plus awesome benefits and bonus. If you’re not interested, please pass along to your colleagues as we do pay referral fees.


Title: Trust and Estates Paralegal

Location: Chicago

Salary: 130-150K

Eligible for OT: YES

Hybrid: 3 days onsite / 2 days remote

Bachelor degree required: YES

Paralegal Certificate: HIGHLY Preferred

Work Week Hours: 35

Daily Hours: 9am-5pm


Your duties and responsibilities may include the following:

  • Prepares tax returns of all types, including individual income, estate and trust income, gift, estate and GST tax returns
  • Understands probate process and prepares probate documents (Illinois preferred)
  • Prepares estate and trust accountings; analyzes and organizes records and documents
  • Conducts factual research involving assets, liabilities, titling of assets, claims, valuation, contacts and virtually all other matters relating to estates and trusts
  • Performs tax and legal research using library and online resources
  • Reviews and drafts estate planning and other legal documents
  • Assists with business transactions
  • Prepares corporate, partnership and LLC agreements, resolutions and other documents; liaises with Corporate Maintenance to maintain records and minute books
  • Handles governmental, agency and court filings
  • Meets and directly communicates with clients
  • Maintains docket of all estate, trust and court dates
  • Directly deals with numerous clients
  • Acts as a backup for the entire practice group


Software Skills experience:

  • Tax preparation programs (particularly CCH)
  • Accounting programs
  • Estate planning programs
  • Excel and Visio preferred


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