Job Details

Trust And Estate Administration Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Sep 19,2019

Valid Through

Jan 02,2020

Posted on

Oct 21,2018

Years of Experience

Min 3 yrs required

Location

Wheaton, IL, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

Trust and Estate Administration Paralegal
DUTIES: Reviewing client estate planning documents for post-death administration of estates and trusts. Preparing court pleadings to open and close probate estates. Preparing trust and will summaries, inventories, accountings and spreadsheets. Assisting executor/trustee with the collection, valuation and distribution of assets. Preparing federal and state estate tax returns, gift tax returns and fiduciary income tax returns. Preparing client memos and correspondence. Funding marital and family trusts.

Qualification and Experience

Qualifications: Certificate in Paralegal Studies. 3+ years of practical and relevant trust and estate administration experience. Proficiency with Microsoft applications including Outlook, Word, and Excel. Professional interpersonal skills and knowledge of business etiquette. Strong verbal and written communication skills.

Additional info

Send resume and salary requirement. No phone calls please.

Company info

Hiring Coordinator
Huck Bouma PC.
1325 N Main Street
Wheaton, IL 60187-3579

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