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Trust And Estates Paralegal

2 months ago


Chicago, United States AMS Staffing, Inc. Full time $130,000 - $150,000
Job DescriptionJob Description

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 youre 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