Estate & Trust Paralegal: Probate, Tax & Administration

LHH; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k) with employer contribution

Generous paid time off and company hol

Life and disability insurance

Professional development

Job summary

LHH seeks an experienced Trust & Estate Paralegal to support its estate planning and administration team in Chicago. You will handle probate administration, trust administration, and tax matters in a collaborative, client-focused environment.

Candidates should have 5+ years of trust/estate experience, a paralegal certificate, and strong detail orientation. Gift tax filings experience is required; a background in accounting or tax is a plus.

Qualifications

• 5+ years of experience in trust and estate administration, estate planning, or tax preparation.
• Must have experience with gift tax filings.
• Paralegal certificate from an ABA-approved program required; bachelor’s degree preferred.
• Background in accounting or tax is a plus.

Responsibilities

• Manage all phases of probate administration, including petitions, inventories, accountings, and court documents.
• Support trust administration, including asset transfers, valuations, and distributions to beneficiaries.
• Coordinate asset collection with financial institutions and prepare tax reporting summaries.

Skills

Probate procedures

Fiduciary accounting

Tax filings

Attention to detail

Communication skills

Independent work

Education

Paralegal certificate (ABA-approved)

Bachelor’s degree

Tools

MS Word

MS Excel

MS Outlook

Document management systems

Job description

LHH seeks an experienced Trust & Estate Paralegal to support its estate planning and administration team in Chicago. You will handle probate administration, trust administration, and tax matters in a collaborative, client-focused environment.

Candidates should have 5+ years of trust/estate experience, a paralegal certificate, and strong detail orientation. Gift tax filings experience is required; a background in accounting or tax is a plus.