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Trust & Estates Paralegal (Hybrid)

Trust & Estates Paralegal (Hybrid)

JobotChicago, IL, US
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Hybrid | Growth Opportunity! | Excellent Benefits + bonus

This Jobot Job is hosted by : Natasha van der Griendt

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $80,000 - $120,000 per year

A bit about us :

Our law firm client combines the resources and expertise of larger practices with the personalized attention and efficiency typically found in boutique firms. Their experienced 75+ attorneys provide responsive, tailored counsel to businesses of various sizes, as well as high-net-worth individuals and families.

The firm's collaborative culture fosters a supportive work environment, enabling high-quality service delivery while promoting professional growth. With a commitment to their clients, colleagues, and communities, they strive to build lasting relationships and uphold the highest legal standards.

Their approach balances comprehensive legal knowledge with agile, client-focused solutions, making them a trusted partner for both business and personal legal needs.

Why join us?

Team members can expect to :

  • Work on diverse and challenging trust and estate matters
  • Contribute to both basic and advanced planning for clients
  • Develop skills under the guidance of experienced attorneys
  • Be part of a team that values knowledge sharing and camaraderie
  • Enjoy a hybrid work arrangement, balancing in-office collaboration with remote flexibility
  • Receive competitive compensation based on experience and skills

The firm prioritizes a positive onboarding experience, ensuring new team members integrate successfully and form strong connections with colleagues. Their commitment to work-life balance and professional growth makes them an ideal choice for paralegals seeking a rewarding career in trust and estate law.

Joining this firm allows individuals to enhance their expertise, make a meaningful impact on clients' lives, and be part of an organization that truly values its team members.

Job Details

Trust and Estate Paralegal Job Description

A prestigious law firm in the Chicagoland area is seeking a highly skilled and experienced Trust and Estate Paralegal to join their team. The ideal candidate will possess comprehensive expertise in probate, guardianship, and trust administration, with a proven ability to support clients through complex legal processes with compassion and professionalism.

Key Responsibilities :

  • Prepare court documents, pleadings, and orders for probate estates and guardianship proceedings
  • Manage complete probate and trust administration matters from inception through closure
  • Coordinate with clients regarding identification, collection, and evaluation of estate and trust assets
  • Prepare detailed accountings for guardianships, estates, and trusts
  • Facilitate asset transfers and trust funding by liaising with financial institutions, accountants, and other professional advisors
  • Process beneficiary designation updates for retirement accounts and insurance policies
  • Communicate with tax authorities and obtain necessary tax identification numbers for trusts and estates
  • Oversee the collection and distribution of estate, trust, and guardianship assets in accordance with legal requirements
  • Maintain proactive client communication and ensure timely resolution of pending matters
  • Support attorneys with litigation-related tasks including discovery, document production, subpoenas, and related proceedings
  • Draft estate planning documents including wills, powers of attorney, and trusts as needed
  • Qualifications :

  • 6+ years of paralegal experience with emphasis on probate, guardianship, and trust administration
  • Bachelor's degree required
  • Paralegal certificate preferred
  • Demonstrated expertise in probate court procedures and guardianship matters
  • Strong financial acumen with intermediate to strong mathematical and accounting capabilities
  • Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF manipulation
  • Work Environment :

  • Hybrid position three days per week in-office attendance required after the initial 90-day period
  • First 90 days require 100% in-office attendance to ensure proper onboarding and integration (limited exceptions may apply)
  • Compensation :

    Salary commensurate with experience and aligned with market data for the Chicagoland area

    Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

    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.

    Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

    By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

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