Trusts & Estates Paralegal- 3673807

Job Title: Trusts & Estates Paralegal

Location: Chicago

Salary/Payrate: $110K – $120K + Excellent Benefits!

Work Environment: Hybrid – onsite 10 days month

Term: Full-time / Permanent

Bachelor’s degree required: Bachelors or Paralegal Certificate

Referral Fee: AMS will pay $500 should the person you refer gets
hired

Our Law Firm client is seeking a Trusts & Estates Paralegal to
support attorneys in all aspects of estate administration,
probate proceedings, trust administration, and related fiduciary
matters. The ideal candidate will have strong probate experience,
exceptional organizational skills, and the ability to manage
multiple matters in a fast-paced legal environment while
maintaining a high degree of accuracy and professionalism and
understanding of corporate and real estate as it pertains to
estate planning clients.

Experience that makes you a fit:

Probate and Estate Administration

* Assisting attorneys with the administration of probate estates
from inception through closing.
* Preparing and filing probate pleadings, petitions, inventories,
accountings, notices, receipts, and related court documents.
* Coordinating with probate courts, clerks, fiduciaries,
beneficiaries, financial institutions, accountants, and other
third parties.
* Monitoring and maintaining probate deadlines and court
schedules.
* Gathering, organizing, and analyzing estate asset information.

Trust Administration

* Assisting with the administration of revocable and irrevocable
trusts.
* Preparing trust funding and transfer documentation.
* Coordinating distributions to beneficiaries.
* Maintaining trust records and fiduciary accounting.
* Communicating with trustees and beneficiaries regarding
administration matters.

General Case Management

* Maintaining case files, calendars, and docketing systems.
* Drafting correspondence and communicate professionally with
clients and third parties.
* Conducting legal and factual research as requested.
* Assisting with special projects and other duties related to the
Trusts & Estates practice.

Requirements:

* Minimum of 3-5 years of Trusts & Estates paralegal experience.
* Paralegal certificate from an ABA-approved program or
bachelor’s degree.
* Significant experience handling probate and estate
administration matters.
* Proficiency in preparing probate court filings and related
documentation.
* Strong organizational and case management skills.
* Excellent written and verbal communication abilities.
* Proficiency with Microsoft Office Suite and legal document
management systems.
* Ability to manage multiple deadlines while maintaining accuracy
and attention to detail.
* Familiarity with state-specific probate procedures and
electronic court filing systems.
* Experience with fiduciary accounting and estate tax matters.
* Understanding of corporate and real estate as it pertains to
estate planning clients.
* Attention to detail
* Client service orientation
* Professional judgment and discretion
* Strong analytical and problem-solving skills
* Ability to work independently and collaboratively