Estate & Trust Admin Paralegal — $75K-$90K, Benefits

The Mom Project; Winnetka (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan

Paid time off

Holiday schedule

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Estate administration

Attention to detail

Time management

Organizational skills

Education

Associate degree

Bachelor's degree

Paralegal certificate

Tools

Microsoft Office

Job description

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.