Trustpoint.One
Published
July 16, 2021
Location
Chicago, Illinois
Category
Job Type

Description

Trustpoint One is proud to partner with a well-known firm in its search for a Paralegal with 3-5 years’ trust and estates and tax experience to support the firm’s Private Client team in the Chicago office.

Paralegal Duties & Responsibilities:

-             Assist attorneys in representing clients in estate planning and probate matters.

-             Assist in the collection, distribution, reporting, and transfer of estate assets.

-             Prepare inventories and asset schedules from client information.

-             Prepare financial accounts for estates and trusts, and annual accounts for ongoing trust

administrations.

-             Public records research and document preparation.

-             Draft and e-file various probate pleadings and accounting documents, using excellent written communications English and ensuring that resultant documents are error-free and client- or filing-ready.

-             Prioritize work and monitor deadlines for the group, ensuring that attorneys are aware of upcoming deadlines.

-             Communicate with attorneys and other team members about the status of estates and other assignments; keeps attorneys informed of the pendency of matters as well as of the status of assigned matters.

-             Utilize and demonstrate proficiency with specialized estate planning/reporting software.

-             Enter, review, and correct time charges timely.

Qualifications:

-             Bachelor’s Degree and/or Paralegal Certificate.

-             3-5 years’ paralegal experience with trusts, estates and tax legal work.

-             Knowledge of accounting practices and estate accounting/probate matters software;

experience with Estate Works or other probate/estate software is strongly preferred.

-             Working knowledge of the preparation of fiduciary income tax, estate and gift taxation,

and estate tax returns.

-             Demonstrated strong working knowledge of Microsoft Office programs.

-             Excellent communication and writing skills.

-             Ability to adapt to workplace stressors and competing priorities.

-             Must maintain the confidentiality of client information.

-             Must show strong attention to detail and ability to manage and monitor multiple projects and estates at once.

-             Exhibits excellent interpersonal skills.

 Interested and qualified Paralegals are encouraged to submit a resume, in Word format, for immediate consideration.

 

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