Trust & Estate Paralegal

Jobot; Chicago (IL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Equal Opportunity Employer

Job summary

Jobot, a well-established Chicago law firm, seeks a seasoned Trust & Estate Paralegal to join our dynamic team. You will support attorneys in sophisticated trust, estate and probate matters, draft documents, manage deadlines, and interact with clients and courts.

The ideal candidate has 5+ years in trusts and estates, paralegal certification, and strong communication skills in a fast-paced environment. Join a collaborative firm with a long history and a commitment to excellence in wealth

Qualifications

• 5+ years of experience in Trusts & Estates/probate.
• Paralegal certification or equivalent required.
• Extensive knowledge of Trusts and Estates and Probate Law.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Excellent written and verbal communication; detail-oriented and organized.
• Ability to work independently and in a fast-paced environment.

Responsibilities

• Provide support to attorneys in all Trust and Estate administration aspects.
• Prepare and file probate documents (hearings notices, proofs of service, guardian petitions).
• Assist with federal estate tax returns and estate accountings.
• Manage communications with clients, courts and other professionals.
• Draft wills, trusts, estate plans and probate applications.
• Assist with asset valuations and asset distributions.
• Conduct legal research and compile data for attorneys.
• Maintain an organized, up-to-date case management system.
• Coordinate deadlines, appointments and schedules.
• Ensure compliance with state laws and regulations in documents.

Skills

5+ years exp

Trusts & Estates knowledge

Legal research

Drafting documents

Communication skills

Time management

Independent work

Education

Paralegal certification

Tools

Microsoft Office

Job description

Trust & Estate Paralegal

$80000 - $100000 per year | Chicago, IL | On-site | Permanent

A bit about us:

A well-established law firm with more than a century of history, known primarily for its deep finance practice, but home to a respected Trust & Estate group with over 70 years of experience advising individuals and families on estate, probate, and trust matters. The firm's T&E team handles sophisticated, multi-generational wealth planning - including business succession, charitable and estate planning, trust administration, and related tax matters - for a high-caliber client base.

Why join us?

• Join a well-regarded, established Trust & Estate practice with real depth and longevity
• Work alongside experienced attorneys, including nationally recognized trust and estate practitioners
• Exposure to sophisticated, high-net-worth estate planning and administration matters
• Stable, established firm with a long track record
• Competitive compensation and comprehensive benefits
• Collaborative, team-oriented culture

Job Details

We are seeking a dedicated and experienced Trust & Estate Paralegal to join our dynamic team. This is an excellent opportunity for a seasoned professional to contribute their expertise in a fast-paced, highly collaborative, and challenging legal environment. The ideal candidate will have a deep understanding of Trusts and Estates, Probate Law, and possess exceptional communication skills. They will be required to draft legal documents, manage their time effectively, and be proficient in Microsoft Office. The role demands a minimum of 5+ years of experience within the legal sector, specifically in Trusts and Estates.

Responsibilities:

1. Provide comprehensive support to attorneys in all aspects of Trust and Estate administration.
2. Prepare and file probate court documents: notice of hearings, proofs of service, guardian ad litem petitions, etc.
3. Assist with the preparation of federal estate tax returns and estate accountings.
4. Manage communication with clients, courts, and other professionals.
5. Draft legal documents such as wills, trusts, estate plans, and probate applications.
6. Assist with asset valuations and the distribution of assets.
7. Conduct legal research and compile data as requested by attorneys.
8. Maintain an organized and up-to-date case management system.
9. Coordinate and manage deadlines, appointments, and schedules.
10. Ensure all legal documents and processes are compliant with state laws and regulations.

Qualifications:

1. A minimum of 5+ years of experience as a Trust & Estate Paralegal.
2. Paralegal certification or equivalent is required.
3. Extensive knowledge of Trusts and Estates, and Probate Law.
4. Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
5. Exceptional written and verbal communication skills.
6. Detail-oriented with strong organizational and time management skills.
7. Experience in drafting legal documents related to trusts, estates, and probate law.
8. Ability to work independently and collaboratively in a fast-paced, high-pressure environment.
9. Strong research skills and the ability to interpret legal documents.
10. High degree of professional ethics and integrity.

This is a fantastic opportunity for a seasoned Trust & Estate Paralegal who is looking for a new challenge in their career. If you are a proactive, detail-oriented professional with a passion for law and helping clients navigate through complex legal matters, we would like to hear from you.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.