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Trust & Estates Paralegal
A downtown Chicago law firm with a strong Trusts & Estates practice is seeking an experienced Estate & Trust Administration Paralegal to support attorneys on complex probate, trust administration, and fiduciary matters. This role is heavily administrative and client-facing and is ideal for a paralegal who can manage matters independently and communicate confidently with clients and beneficiaries.Key ResponsibilitiesManage all aspects of estate and trust administration, including probate filings, court documents, e-filing, deadlines, and calendarsMarshal and organize asset information; assist with inventories and accountingsCoordinate asset transfers and distributions to beneficiariesCommunicate directly with clients, fiduciaries, beneficiaries, and financial institutionsAssist with estate and gift tax support (Forms 706 and 709), including gathering and organizing financial dataSupport guardianship matters and related court filingsMaintain organized and confidential client files (digital and physical)Assist, as needed, with estate planning documents (wills, trusts, powers of attorney) and trust fundingQualificationsMinimum 4+ years of experience in estate and trust administration and/or probateBachelor’s degree or paralegal certificateStrong organizational, deadline-management, and client communication skillsFamiliarity with probate court procedures and e-filing systemsExperience with CCH ProSystem or similar tax software is a plusProfessional, detail-oriented, and comfortable working with clients in sensitive situations
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