Estate Administration Paralegal

The Mom Project; Winnetka (IL); Vor Ort; USD 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

Health coverage

401(k) retirement plan

Paid time off

Holiday schedule

Zusammenfassung

The Mom Project in Northfield, IL is seeking a detail-oriented Estate Administration Paralegal to support our estate and trust practice. You will work closely with attorneys and act as a primary contact for clients, beneficiaries, and courts during sensitive times.

Ideal candidates have at least 2 years of estate or trust administration experience, proficiency in MS Office, and strong organizational skills to manage calendars, filings, and distributions.

Qualifikationen

• Minimum 2 years of estate or trust administration experience.
• Associate degree, bachelor's degree, or paralegal certificate preferred if fewer than 5 years' experience.
• Proficient with Microsoft Office Suite or related software.
• Exceptional organization and attention to detail; sound judgment and discretion with confidential matters; strong time management and ability to meet deadlines.

Aufgaben

• Probate Management: Track probate matters from filing through closing, including court deadlines, claims periods, and required filings; maintain case calendars and flag upcoming deadlines to attorneys.
• Document Drafting: Draft pleadings, motions, affidavits, and waivers; file court documents per judicial procedures.
• Asset Administration: Prepare asset transfer and distribution documentation, including beneficiary designation claim forms and stock transfer forms.
• Account Tracking: Prepare estate and trust accounting documents, including inventories, correspondence requesting account statements, periodic and annual accountings, plans of distribution, and beneficiary receipts.
• Client Relations: Provide empathetic, professional updates to clients and third parties.
• Perform additional duties as assigned.

Kenntnisse

Estate administration

Attention to detail

Time management

Organizational skills

Ausbildung

Associate degree

Bachelor's degree

Paralegal certificate

Tools

Microsoft Office

Jobbeschreibung

70,000 to 90,000 annual compensation We are seeking a detail-oriented, and experienced Estate Administration Paralegal to

In-office : Northfield, IL

The Opportunity

70,000 to 90,000 annual compensation We are seeking a detail-oriented, and experienced Estate Administration Paralegal to support our estate and trust administration practice. You will work closely with attorneys across all phases of probate, trust settlement, and estate administration, often serving as a primary point of contact for clients, beneficiaries, and courts during sensitive times.

About Us

We are a majority women-owned, boutique law firm in Northfield, Illinois, concentrating on estate planning, guardianships, and estate and trust administration. Our attorneys provide sophisticated counsel in estate, gift, and income tax planning and estate and trust litigation, with close attention to family dynamics and a compassionate approach to every client relationship.

Key Responsibilities

• Probate Management: Track probate matters from filing through closing, including courtciesdeadlines, claims periods, and required filings; maintain case calendars and flag upcoming deadlines to attorneys.
• Document Drafting: Draft pleadings, motions, affidavits, and waivers; file court documents per judicial procedures.
• Asset Administration: Prepare asset transfer and distribution documentation, including beneficiary designation claim forms and stock transfer forms (e.g., Computershare and other transfer agents).
• Account Tracking: Prepare estate and trust accounting documents, including inventories, correspondence requesting account statements, periodic and annual accountings, plans of distribution, and beneficiary receipts.
• Client Relations: Provide empathetic, professional updates to clients and third parties.
• Perform additional duties as assigned.

Job Qualifications

• Minimum 2 years of estate or trust administration experience; real estate experience a plus.
• Associate degree, bachelor's degree, or paralegal certificate preferred if fewer than 5 years' experience.
• Proficient with Microsoft Office Suite or related software.
• Exceptional organization and attention to detail; sound judgment and discretion with confidential matters; strong time management and ability to meet deadlines.

Compensation & Benefits

• Salary: $75,000–$90,000, commensurate with skills, qualifications, and experience.
• Comprehensive health coverage.
• Discretionary performance bonuses; profit sharing and a 401(k)-retirement plan.
• Paid time off and holiday schedule.