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 qualified trusts and estates paralegal to support a distinguished legal practice. This role is essential for managing complex trust administration and probate matters, working in tandem with the lead attorney to ensure seamless case progression.

Key Responsibilities:

  • Efficiently identify and collect assets
  • Draft a variety of trust administration and probate documents
  • Generate and maintain status reports for both internal stakeholders and clients
  • Assist the attorney with document preparation, correspondence, and client meetings
  • Compile financial accountings and tax documentation
  • Review wills and trust agreements to facilitate the distribution of assets
  • Coordinate court dates, tax submissions, and important deadlines
  • Conduct basic research and perform reference checks as needed

Qualifications:

  • Minimum of 5 years of experience in trusts and estates
  • Understanding of probate court processes and tax laws
  • Proficient in Microsoft Office and PDF applications
  • Familiarity with tax preparation software
  • Ability to quickly learn new technologies
  • Commitment to continuous professional development
  • Strong understanding of client confidentiality principles

Preferred Skills:

  • Exceptional mathematical and organizational skills
  • Strong written and verbal communication abilities
  • Meticulous attention to detail and accuracy
  • Capacity to manage multiple tasks effectively
  • Excellent time management skills in a dynamic environment

Core Values:

  • Excellence
  • Transparency
  • Integrity


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