Trusts & Estates Paralegal

I’m currently partnering with a well-respected mid-sized law firm in downtown Chicago that’s looking to add a Trusts & Estates Paralegal to its growing private client group.

This is a strong opportunity for a trusts & estates paralegal seeking sophisticated work in a collaborative, team-oriented environment with excellent work/life balance. The group works closely with high-net-worth individuals and families on estate planning and estate/trust administration matters and has built one of the more established private client practices in the Chicago market.

The role offers hybrid flexibility, around 1300 billable hours, strong long-term stability, and meaningful day-to-day involvement with attorneys and clients.

Responsibilities:

• Assist attorneys with estate planning and trust administration matters
• Draft and prepare estate planning documents including wills, trusts, powers of attorney, and related materials
• Coordinate trust funding and asset transfer documentation
• Prepare probate and trust administration filings and related correspondence
• Assist with the preparation and organization of estate, gift, and fiduciary tax return information including 706, 709, and 1041 materials

Qualifications:

• 3+ years of trusts & estates paralegal experience preferred
• Experience with estate planning documents, trust/estate administration, and tax return support responsibilities
• Familiarity with 706, 709, and 1041 processes preferred
• Illinois notary experience is a plus

If you’d be interested in learning more confidentially, feel free to reach out to me directly at [email protected] or (312) 682-9492.