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Trust & Estates Paralegal (Hybrid)
Trust & Estates Paralegal (Hybrid)Jobot • Chicago, IL, US
Trust & Estates Paralegal (Hybrid)

Trust & Estates Paralegal (Hybrid)

Jobot • Chicago, IL, US
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  • serp_jobs.job_card.full_time
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Base pay range

$80,000.00 / yr - $120,000.00 / yr

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Overview

Trust and Estate Paralegal position with a prestigious Chicago-area law firm. 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 "Easy Apply" 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, 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.

    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. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com / privacy-policy

    Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

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