Experienced Trusts and Estates Paralegal

1 week ago


Northbrook, Illinois, United States Proactive Solutions HR Full time

Position Overview: Trusts and Estates Paralegal

Proactive Solutions HR is seeking a dedicated and experienced trusts and estates paralegal to support a leading law firm. This role is essential for managing complex trust administration and probate matters, working in close collaboration with the supervising attorney.

Key Responsibilities:

  • Efficiently identify and collect assets
  • Draft and prepare various documents related to trust administration and probate
  • Develop and maintain status reports for both internal and client use
  • Assist the attorney with document preparation, correspondence, and meetings
  • Compile financial accountings and tax returns
  • Review wills and trust agreements to facilitate the distribution of assets
  • Oversee court dates, tax filings, and critical deadlines
  • Conduct basic research and reference checks as needed

Qualifications:

  • Minimum of 5 years of experience in trusts and estates
  • Knowledge of probate court procedures and tax regulations
  • Proficient in Microsoft Office and PDF software
  • Familiarity with tax preparation tools
  • Ability to quickly learn new technologies
  • Commitment to continuous professional development
  • Understanding of client confidentiality principles

Preferred Skills:

  • Strong mathematical and organizational skills
  • Excellent written and verbal communication abilities
  • High level of accuracy with attention to detail
  • Capability to manage multiple tasks effectively
  • Outstanding time management skills in a dynamic environment

Core Values:

  • Excellence
  • Transparency
  • Integrity


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