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Estate Planning Paralegal

2 months ago

Chicago, Illinois, United States Jobot Full time
Hybrid Work Environment | Career Advancement | Comprehensive Benefits

About the Position:

A reputable law firm is in search of a proficient Trust and Estate Paralegal to enhance their team. The ideal candidate will demonstrate exceptional proactive planning abilities and possess a solid foundation in estate planning.

Key Responsibilities:
  • Draft various estate planning documents, including wills, powers of attorney, and both basic and advanced trusts.
  • Assist clients with both basic and advanced estate planning needs.
  • Manage trust administration tasks and prepare necessary accountings.
  • Engage effectively with clients, showcasing excellent interpersonal skills.
  • Collaborate within a team setting, sharing knowledge to strengthen overall team dynamics.

Required Qualifications:
  • Demonstrated experience in drafting estate planning documents.
  • Strong background in trust administration and accounting practices.
  • Meticulous attention to detail.
  • Proficient communication skills, both written and verbal.
  • Able to work effectively in a collaborative team environment.

Preferred Qualifications:
  • Experience in preparing gift and estate tax returns under attorney supervision.
  • Familiarity with probate processes.
  • Knowledge of advanced trust structures and estate planning strategies.

Work Environment:
  • This is a hybrid position, requiring in-office attendance three days a week after an initial onboarding period.
  • The first 90 days will necessitate full in-office attendance to ensure effective onboarding and integration.

Compensation:

Salary will be commensurate with experience and aligned with market standards for the region.

For those interested in a fulfilling career in trust and estate law, this opportunity offers a chance to enhance expertise and make a significant impact on clients' lives while being part of a supportive organization.