Trusts & Estates Paralegal

4 weeks ago


Northbrook, United States Proactive Solutions HR Full time
Job DescriptionJob DescriptionTrust and Estates ParalegalOur client, a Northbrook, Illinois based law firm, is seeking a trusts and estates paralegal to join its rapidly growing and highly collaborative law firm. The paralegal must be able to work independently, managing complex trust administration and probate matters from beginning to end in collaboration with and with the support of the responsible attorney. Responsibilities:
  • Identifying and collecting assets
  • Preparing various trust administration and probate documents
  • Preparing, updating, and providing status reports internally as well as to clients
  • Supporting the responsible attorney with document preparation, correspondence, meetings, and other aspects of the matter
  • Preparing accountings, federal and state estate tax returns, and federal gift tax returns
  • Reviewing and summarizing wills and trust agreements in collaboration with attorneys to implement the trust administration and probate process to ultimately distribute assets and fund sub-trusts
  • Docketing and tracking court dates, tax filings, and other deadlines
  • Using reference materials and performing basic research using a variety of resources.
Education and Experience:
  • 5+ years of experience as a trusts and estates paralegal
  • Familiarity with procedures of probate courts, taxing authorities and regulatory agencies
  • Experience working with Microsoft Office resources (Outlook, Word, Excel,), PDF software, and document management software
  • Experience working with tax preparation software (e.g., CCH ProSystem fx)
  • Ability to learn and use advanced software programs and new technology
  • Desire to attend continuing education courses to improve skills
  • Good understanding of basic business relationships and client confidentiality principles.
Key Attributes:
  • Excellent mathematical, organizational, and technological skills
  • Superior oral and written communication skills
  • Excellent proofreading skills
  • Ability to produce accurate work product with a high attention to detail
  • Self-starter who is comfortable simultaneously managing multiple tasks
  • Excellent time management skills and ability to adjust to changing project priorities in a fast-paced and deadline-driven environment
Our Core Values:
  • Excellence
  • Transparency
  • Integrity



  • Northbrook, United States Strauss Malk & Feder LLP Full time

    Job DescriptionJob DescriptionAbout Us:Join a highly successful law firm that has been proudly serving its clients for over 30 years. At our core we believe in accountability, communication, and the pursuit of excellence. If you thrive in a collaborative, fast-paced environment where the client always comes first, then this might just be what you are looking...


  • Northbrook, United States Strauss Malk & Feder LLP Full time

    Benefits: Skip the commute to the city 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off About Us:Join a highly successful law firm that has been proudly serving its clients for over 30 years. At our core we believe in accountability, communication, and the...


  • Northbrook, United States Strauss Malk & Feder LLP Full time

    Job DescriptionJob DescriptionBenefits:Skip the commute to the city401(k) matchingBonus based on performanceCompetitive salaryDental insuranceHealth insurancePaid time off About Us:Join a highly successful law firm that has been proudly serving its clients for over 30 years. At our core we believe in accountability, communication, and the pursuit of...


  • Northbrook, United States Strauss Malk & Feder LLP Full time

    Job DescriptionJob DescriptionBenefits:Skip the commute to the city401(k) matchingBonus based on performanceCompetitive salaryDental insuranceHealth insurancePaid time off About Us:Join a highly successful law firm that has been proudly serving its clients for over 30 years. At our core we believe in accountability, communication, and the pursuit of...


  • Northbrook, United States Proactive Solutions HR Full time

    Job DescriptionJob DescriptionSummaryOur client, a Northbrook, Illinois based law firm, is seeking a trusts and estates attorney to join its rapidly growing and highly collaborative law firm. 3-5 years of experience drafting estate plans and managing trust administration and non-contested probate matters from beginning to end, all with paralegal support, is...

  • Corporate Paralegal

    1 month ago


    Northbrook, United States Stepan Company Full time

    Job Description Stepan is seeking a dynamic, experienced Corporate Paralegal to join our legal team. In this critical role, you will collaborate with and support the Legal team on various corporate matters, including corporate governance, securities, transactional, finance and real estate matters. Your expertise will be instrumental in ensuring compliance...

  • Corporate Paralegal

    4 weeks ago


    Northbrook, United States Stepan Company Full time

    Job Description Stepan is seeking a dynamic, experienced Corporate Paralegal to join our legal team. In this critical role, you will collaborate with and support the Legal team on various corporate matters, including corporate governance, securities, transactional, finance and real estate matters. Your expertise will be instrumental in ensuring compliance...

  • Legal Assistant

    2 months ago


    Northbrook, United States Robert Half Full time

    Job Title: Legal Assistant (Estate Planning)Location: Northbrook, ILOur client, a highly esteemed Estate Planning law firm is searching for a meticulous and dedicated Legal Assistant to add to their team in Northbrook, IL. This firm values a keen eye for detail, exceptional levels of organization and the ability to juggle numerous tasks simultaneously. The...


  • Northbrook, United States Harold E. Eisenberg Foundation Full time

    **About Us** The Harold E. Eisenberg Foundation is a non-profit organization committed to fightinggastrointestinal cancers through advancing cutting-edge medical research. The Foundation is also committed to bolstering the careers of aspiring commercial real estate students through its education programs, with an emphasis on increasing diversity, equity and...

  • Senior Sales Manager

    4 weeks ago


    Northbrook, United States Hilco Corp Full time

    **Senior Sales Manager - Commercial Real Estate** **Northbrook, IL** **Overview** Due to business growth, Hilco Real Estate has an immediate opening for a Senior Sales Manager to generate new revenue channels and source opportunities to broker or auction single properties and portfolios of assets. The ideal candidate will have business development...

  • Senior Sales Manager

    2 weeks ago


    Northbrook, Illinois, United States Hilco Corp Full time

    Senior Sales Manager - Commercial Real EstateNorthbrook, ILOverviewDue to business growth, Hilco Real Estate has an immediate opening for a Senior Sales Manager to generate new revenue channels and source opportunities to broker or auction single properties and portfolios of assets.The ideal candidate will have business development experience: calling on...


  • Northbrook, United States UL Solutions Full time

    **This role is hybrid and can be based out of Northbrook/Chicago, IL or Raleigh, NC office** Reporting directly to the Construction Program Manager, Real Estate & Facilities, the Construction Project Manager contributes to the coordination of the dynamic evolving global footprint. Oversee globally each project from conception to the completion, interfacing...


  • Northbrook, Illinois, United States UL Solutions Full time

    This role is hybrid and can be based out of Northbrook/Chicago, IL or Raleigh, NC officeReporting directly to the Construction Program Manager, Real Estate & Facilities, the Construction Project Manager contributes to the coordination of the dynamic evolving global footprint. Oversee globally each project from conception to the completion, interfacing with...


  • Northbrook, United States North Bridge Staffing Group Full time

    Do you want to work with like-minded people and be rewarded for it? Do you have supreme integrity, trust, and commitment to confidentiality and diplomacy? Are you self-driven, resourceful, and think outside of the box? A leading tax, accounting, and consulting firm among the AICPA’s Group of 400 firms, isn’t your average accounting firm. Our team works...


  • Northbrook, United States North Bridge Staffing Group Full time

    Do you want to work with like-minded people and be rewarded for it? Do you have supreme integrity, trust, and commitment to confidentiality and diplomacy? Are you self-driven, resourceful, and think outside of the box? A leading tax, accounting, and consulting firm among the AICPA’s Group of 400 firms, isn’t your average accounting firm. Our team works...


  • Northbrook, United States North Bridge Staffing Group Full time

    Do you want to work with like-minded people and be rewarded for it? Do you have supreme integrity, trust, and commitment to confidentiality and diplomacy? Are you self-driven, resourceful, and think outside of the box? A leading tax, accounting, and consulting firm among the AICPA’s Group of 400 firms, isn’t your average accounting firm. Our team works...


  • Northbrook, United States North Bridge Staffing Group Full time

    Do you want to work with like-minded people and be rewarded for it? Do you have supreme integrity, trust, and commitment to confidentiality and diplomacy? Are you self-driven, resourceful, and think outside of the box? A leading tax, accounting, and consulting firm among the AICPA’s Group of 400 firms, isn’t your average accounting firm. Our team works...


  • Northbrook, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this...


  • Northbrook, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...


  • Northbrook, United States North Bridge Staffing Group Full time

    Job Title: Administrative AssistantLocation: Northbrook, IL (Onsite 5 days a week)Experience: 3-7 yearsCompensation: Flexible, ranging from $50,000 to $65,000 based on experienceAbout our client: Full Service Tax Accounting and Consulting Firm is a leading firm in Northbrook, IL, providing comprehensive tax, accounting, and consulting services.Job...