JOBSEARCHER

Trusts & Estates Paralegal

I’m currently partnering with a well-respected mid-sized law firm in downtown Chicago that’s looking to add a Trusts & Estates Paralegal to its growing private client group.This is a strong opportunity for a trusts & estates paralegal seeking sophisticated work in a collaborative, team-oriented environment with excellent work/life balance. The group works closely with high-net-worth individuals and families on estate planning and estate/trust administration matters and has built one of the more established private client practices in the Chicago market.The role offers hybrid flexibility, around 1300 billable hours, strong long-term stability, and meaningful day-to-day involvement with attorneys and clients.Responsibilities:Assist attorneys with estate planning and trust administration mattersDraft and prepare estate planning documents including wills, trusts, powers of attorney, and related materialsCoordinate trust funding and asset transfer documentationPrepare probate and trust administration filings and related correspondenceAssist with the preparation and organization of estate, gift, and fiduciary tax return information including 706, 709, and 1041 materialsQualifications:3+ years of trusts & estates paralegal experience preferredExperience with estate planning documents, trust/estate administration, and tax return support responsibilitiesFamiliarity with 706, 709, and 1041 processes preferredIllinois notary experience is a plusIf you’d be interested in learning more confidentially, feel free to reach out to me directly at k.stewart@veritalsearch.com or (312) 682-9492.