Trust & Estates Paralegal

Addison Group; Chicago (IL); Hybrid; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Hybrid work schedule

Bonus opportunities

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Estate probate

Paralegal cert/degree

Microsoft Office

Electronic filing

Trusts & Estates

Client service

Time management

Ausbildung

Bachelor's degree or Paralegal Certificate

Tools

iManage

Jobbeschreibung

Benefits:

This position is eligible for medical, dental, vision, and 401(k).

About The Company:

Our client is an established law firm with a sophisticated Trusts & Estates practice and a collaborative, relationship-focused culture. The firm provides employees with flexibility, opportunities for professional growth, and the ability to take ownership of meaningful client work. This team offers a highly flexible hybrid environment while maintaining a strong focus on client service and professional development.

Job Description:

We are seeking an experienced Trusts & Estates Paralegal to provide comprehensive support across probate, estate administration, trust administration, and fiduciary matters. This individual will work closely with attorneys, clients, beneficiaries, trustees, courts, financial institutions, and other outside professionals throughout the administration process.

The ideal candidate will bring strong hands-on probate and estate administration experience, excellent organizational skills, and the ability to independently manage multiple matters and deadlines. Familiarity with corporate and real estate matters as they relate to estate planning clients is also beneficial.

Key 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.

Qualifications:

• 3 – 5+ years of Trusts & Estates paralegal experience, preferably within a law firm environment.
• Bachelor's degree or Paralegal Certificate required.
• Significant hands-on experience with probate and estate administration.
• Experience preparing and submitting probate court filings and supporting documentation.
• Familiarity with applicable state probate procedures and electronic court filing systems.
• Experience supporting the administration of revocable and irrevocable trusts.
• Knowledge of trust funding, asset transfers, and beneficiary distributions.
• Experience with fiduciary accountings and estate tax-related matters.
• Understanding of corporate and real estate matters as they relate to estate planning clients is preferred.
• Strong written and verbal communication skills with a client-service mindset.
• Excellent organization, time management, and attention to detail.
• Ability to independently prioritize multiple matters in a deadline-driven environment.
• Proficiency with Microsoft Office and Adobe; experience with iManage or similar legal document management systems is a plus.
• Strong judgment, discretion, analytical skills, and problem-solving abilities.
• Position requires the ability to work both independently and collaboratively with attorneys and other legal professionals.
• Highly flexible hybrid schedule.
• Performance-based bonus opportunities.
• Profit-sharing eligibility.
• Manageable 1,400 annual billable-hour expectation.
• Professional development and career advancement opportunities.
• Collaborative and team-oriented law firm culture.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.