Chicago IL

Trust and Estates Paralegal

CM Legal

Trust and Estates Paralegal

Our client is seeking a Trust and Estate Planning Paralegal. The Trust and Estate Planning Paralegal supports the Trust, Estate Planning and Tax practices, assisting with a variety of responsibilities as outlined below.

As a Trust and Estate Planning Paralegal, your duties will include but not be limited to:

  • Prepares tax returns of all types, including individual income, estate and trust income, gift, estate and GST tax returns
  • Prepares estate and trust accountings; analyzes and organizes records and documents
  • Conducts factual research involving assets, liabilities, titling of assets, claims, valuation, contacts and virtually all other matters relating to estates and trusts
  • Performs tax and legal research using library and online resources
  • Reviews and drafts estate planning and other legal documents
  • Assists with business transactions
  • Prepares corporate, partnership and LLC agreements, resolutions and other documents; liaises with Corporate Maintenance to maintain records and minute books
  • Handles governmental, agency and court filings
  • Meets and directly communicates with clients
  • Maintains docket of all estate, trust and court dates
  • Directly deals with numerous clients
  • Acts as a backup for the entire practice group
  • Maintains 1,500 billable hours annually

Skills & Competencies:

  • Strong research and writing skills
  • Willingness and flexibility to work overtime
  • Ability to work under pressure on time-sensitive projects
  • Ability to multi-task
  • Ability to work independently
  • High level of attention to detail

Qualifications & Required Experience:

  • A bachelor’s degree preferred
  • ABA-approved paralegal certificate preferred
  • Expertise in tax, estate planning and estate administration preferred
  • Accounting experience preferred
  • Position also requires the ability to work under pressure to meet strict deadlines

Computer Skills:
To perform this job successfully, an individual must be proficient in the following software:

  • Tax preparation programs
  • Accounting programs
  • Estate planning programs
  • Excel
  • Microsoft Office Suite
  • Max. file size: 300 MB.

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