Trust And Estates Paralegal- 2486251
1 week ago
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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