Senior Trusts & Estates Paralegal — Hybrid

Addison Group; Chicago (IL); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work schedule

Bonus opportunities

Job summary

Addison Group is seeking an experienced Trusts & Estates Paralegal to support probate, estate administration, trust administration, and fiduciary matters. This role collaborates with attorneys, clients, beneficiaries, trustees, courts, and financial institutions.

The ideal candidate has 3–5+ years in trusts & estates, a Bachelor's or Paralegal Certificate, strong organizational skills, and the ability to manage multiple matters with deadlines in a highly flexible hybrid environment.

Qualifications

• 3–5+ years of Trusts & Estates paralegal experience.
• Bachelor's degree or Paralegal Certificate required.
• Hands-on probate and estate administration experience.
• Experience with probate court filings and supporting documentation.
• Familiarity with state probate procedures and e-filing systems.
• Experience with revocable and irrevocable trusts.

Responsibilities

• Support attorneys with probate and estate administration matters from initial opening through final resolution.
• Draft and prepare probate petitions, pleadings, inventories, accountings, notices, receipts, and other court-related documentation.
• Coordinate with probate courts, fiduciaries, beneficiaries, accountants, financial institutions, and additional third parties.
• Track court dates, filing requirements, deadlines, and other important case milestones.
• Collect, review, and organize information regarding estate assets and related documentation.
• Assist with the ongoing administration of both revocable and irrevocable trusts.
• Prepare documentation associated with trust funding, asset transfers, and beneficiary distributions.
• Maintain trust records and assist with fiduciary accountings.
• Communicate professionally with trustees and beneficiaries regarding administrative matters.
• Maintain organized electronic case files, calendars, and docketing systems.
• Draft correspondence and assist attorneys with legal and factual research as needed.
• Provide additional support for estate planning matters involving corporate entities and real estate assets.

Skills

Estate probate

Paralegal cert/degree

Microsoft Office

Electronic filing

Trusts & Estates

Client service

Time management

Education

Bachelor's degree or Paralegal Certificate

Tools

iManage

Job description

Addison Group is seeking an experienced Trusts & Estates Paralegal to support probate, estate administration, trust administration, and fiduciary matters. This role collaborates with attorneys, clients, beneficiaries, trustees, courts, and financial institutions.

The ideal candidate has 3–5+ years in trusts & estates, a Bachelor's or Paralegal Certificate, strong organizational skills, and the ability to manage multiple matters with deadlines in a highly flexible hybrid environment.