Trusts & Estates Paralegal
Beacon Hill · Chicago, IL · 1 wk ago
Legal$85k–$125k/yrFull-time
We are a well-respected Chicago law firm seeking a Trusts & Estates Paralegal to join our growing Private Wealth practice. This full-time role supports attorneys with sophisticated estate administration, probate, and trust matters in a collaborative and client-focused environment.
Schedule
- Hybrid schedule with one in-office day per week for experienced paralegals
- 35-hour work week (typically 9:00 AM–5:00 PM)
- Overtime eligible
- Annual billable requirement of 1,300 hours
Pay
Salary range: $85,000–$125,000, depending on experience.
Responsibilities
- Assist attorneys with probate and estate administration matters from inception through closing
- Prepare and file probate pleadings, petitions, inventories, accountings, notices, receipts, and related court documents
- Coordinate with probate courts, fiduciaries, beneficiaries, financial institutions, accountants, and other third parties
- Monitor probate deadlines and court schedules
- Gather, organize, and analyze estate asset information
- Assist with the administration of revocable and irrevocable trusts
- Prepare trust funding and transfer documentation
- Coordinate trust distributions to beneficiaries
- Maintain trust records and fiduciary accountings
- Draft correspondence and communicate professionally with clients and third parties
- Maintain case files, calendars, and docketing systems
- Conduct legal and factual research and assist with special projects as needed
Requirements
- 3+ years of Trusts & Estates paralegal experience
- Significant experience handling probate and estate administration matters
- Experience preparing probate court filings and related documentation
- Knowledge of fiduciary accountings and estate tax matters
- Understanding of corporate and real estate matters as they relate to estate planning clients
- Strong organizational, analytical, and problem-solving skills
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office and legal document management systems
- Ability to manage multiple deadlines while maintaining a high level of accuracy and attention to detail
Qualifications
Paralegal certificate or Bachelor’s degree preferred.
Benefits
Beacon Hill offers a robust benefit package including medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those who meet eligibility.