Paralegal - Estate & Trust

Min 2 yrs required

Full-time

No

Paralegal - Estate & Trust at Law Firm

Law Firm is seeking a full-time paralegal to support its dynamic estate and trust department at its Champaign office. This position is ideal for a candidate that is focused on providing the highest level of service to our clientele and attorneys, thrives in a professional work environment, and collaborates well with attorneys, co-workers, clients, and other professionals (accountants, financial advisors, banks and trust companies, and court representatives).

Responsibilities:

Meeting with clients, executors, trustees, fiduciaries, client family members, and beneficiaries
Providing concierge-level customer service to our clientele and collaborators
Drafting correspondence and legal documents
Drafting deeds, beneficiary designation forms, and completing non-probate asset claim forms
Gathering and reviewing bank, investment, and retirement account statements and other asset statements
Drafting asset and liability spreadsheets, inventories, and accountings for estates and/or trusts
Maintaining and organizing client files
Preparing federal gift tax returns (IRS Form 709) and estate tax returns (IRS Form 706), and State of Illinois estate tax returns (IL 700), and relevant extensions (IL 700-EXT, and IRS Form 4768) and IRS Form 8971 (regarding consistent tax basis reporting)
Notarizing documents

Necessary Qualifications:

Excellent command of Microsoft Outlook, Word, Excel, and Adobe Acrobat
Extremely well organized, dependable, and pays attention to detail
Terrific proofreading skills, written communication skills, and oral communication skills
Solutions-oriented teammate
High level of autonomy and self-starter who thrives setting own deadlines and following through on commitment
Strives for efficiency without sacrificing quality

Preferred Qualifications:

2 or more years of work experience as an estate/trust paralegal or in estate/trust settlement at a financial institution or trust company
Familiarity with or working knowledge of the Illinois Probate Act, and Illinois Trust Code
Bachelor’s degree, associate’s degree, or a paralegal certificate
Notary public

Position Type: Full-time Employment

Salary: Commensurate with experience. Law Firm offers a competitive benefits package which can be discussed during the interview process.

Is this position part time? No

Is this position virtual or “flex”? Possible after initial training period.

How to Apply: Submit cover letter, resume, and education transcript by e-mail to . Applications are accepted on a rolling basis.

# Paralegal - Estate & Trust at Law Firm

Law Firm is seeking a full-time paralegal to support its dynamic estate and trust department at its Champaign office. The ideal candidate is focused on providing the highest level of service to our clientele and attorneys, thrives in a professional work environment, and collaborates well with attorneys, co-workers, clients, and other professionals.

## Job Responsibilities

- Meeting with clients, executors, trustees, fiduciaries, client family members, and beneficiaries
- Providing concierge-level customer service to our clientele and collaborators
- Drafting correspondence and legal documents
- Drafting deeds, beneficiary designation forms, and completing non-probate asset claim forms
- Gathering and reviewing bank, investment, and retirement account statements and other asset statements
- Drafting asset and liability spreadsheets, inventories, and accountings for estates and/or trusts
- Maintaining and organizing client files
- Preparing federal gift tax returns (IRS Form 709) and estate tax returns (IRS Form 706), and State of Illinois estate tax returns (IL 700), and relevant extensions (IL 700-EXT, and IRS Form 4768) and IRS Form 8971 (regarding consistent tax basis reporting)
- Notarizing documents

## Necessary Qualifications

- Has excellent command of Microsoft Outlook, Word, Excel, and Adobe Acrobat
- Is extremely well organized, dependable, and pays attention to detail
- Demonstrates terrific proofreading skills, written communication skills, and oral communication skills
- Is a solutions-oriented teammate
- Displays a high level of autonomy and is a self-starter who thrives setting own deadlines and following through on commitment
- Strives for efficiency without sacrificing quality

## Preferred Qualifications

- Has 2 or more years of work experience as an estate/trust paralegal or in estate/trust settlement at a financial institution or trust company
- Has familiarity with or working knowledge of the Illinois Probate Act, and Illinois Trust Code
- Has a bachelor’s degree, associate’s degree, or a paralegal certificate
- Is a notary public

## Position Type and Salary

Position Type: Full-time Employment

Salary: Commensurate with experience. Law Firm offers a competitive benefits package which can be discussed during the interview process.

Is this position part time? No

Is this position virtual or “flex”? Possible after initial training period.

## How to Apply

Competitive benefits package

Microsoft Outlook, Word, Excel, Adobe Acrobat, Proofreading, Written Communication, Oral Communication, Self-starter, Efficiency without Sacrificing Quality

Bachelor’s degree, Associate’s degree, Paralegal Certificate, Notary Public

Submit cover letter, resume, and education transcript by e-mail to

Qualification and Experience Bachelor’s degree, Associate’s degree, Paralegal Certificate, Notary Public

Legal