Job Details

Paralegal Personal Planning Group

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

Min 3 yrs required


Chicago, IL

Date Last Verified

Mar 14,2018

Posted on

Mar 08,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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Paralegal Personal Planning Group Duties: Handling Illinois trust and estate administrations from start to finish with attorney supervision, including: Assisting in the analysis, calculation or preparation of asset and gift summaries using Excel and zCalc and/or NumberCruncher software; Preparing gift and estate tax returns; Preparing documents related to the transfer of assets, including deeds, notices of withdrawal rights and assignments; Drafting court documents and related probate documents based on knowledge of Illinois probate proceedings Attending meetings or participating in conference calls with clients; and Communicating with CPAs, advisors, and appraisers; Handling probates and trust administration from start to finish with attorney supervision; Forming closely-held entities, drafting entity agreements, and assisting with state filings and other ongoing maintenance of entities.

Qualification and Experience

Qualifications: Bachelor's degree and 3+ years' recent experience in probate and trust administration in a medium or large law firm or equivalent; and recent experience with tax preparation software. A client focused approach to work, be able to handle multiple assignments efficiently, work well under pressure, and have the flexibility to assist teams in meeting client demands on accelerated schedules. Must have a strong work ethic, be a self-starter, and operate with strong initiative to meet billable requirements. To be considered for this position, please submit a cover letter describing your interest in the position and your qualifications along with current resume. Advanced proficiency in Microsoft Word, Excel and PowerPoint; Demonstrated knowledge and experience with probate and trust administration matters; Previous, recent experience preparing gift and estate tax returns; Ability to express oneself effectively, both verbally and in writing; Ability to handle multiple tasks, concurrent deadlines and communicate the status of projects; Ability to analyze data and organize it for presentation to clients; and Ability to work independently upon receiving assignments.

Additional info

Job #S20180312

Company info

Hiring Coordinator
Perkins Coie LLP
131 South Dearborn Street
Suite 1700
Chicago, IL 60603


"Great Work Environment "

Current Employee - Reviewed on December 18, 2017

I would like to see our current management team revised with possibly some new replacements to be available to take care of issues that arise in the office.

Pros : The work environment is excellent as everyone is very helpful and experienced. The benefits are awesome as well and everyone really cares about their clients.
Cons : I have found the firm to be somewhat slow in terms of how quickly they resolve issues that are occurring around the office. I have found this to be mostly related to our current management team though.
Current or former employee? : Current Employee

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