Trust And Estate Planning Paralegal in Chicago, IL| LawFirmStaff

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Title : Trust And Estate Planning Paralegal

Location : Illinois - Chicago
Refer to Job # CRAP743307


Trust and Estate Planning Paralegal Candidate will support the Trust, Estate Planning and Tax practices, assisting with a variety of responsibilities as outlined below. Will include: Prepares tax returns of all types, including individual income, estate and trust income, gift, estate and GST tax returns. Prepares estate and trust accountings; analyzes and organizes records and documents. Conducts factual research involving assets, liabilities, titling of assets, claims, valuation, contacts and virtually all other matters relating to estates and trusts. Performs tax and legal research using library and online resources. Reviews and drafts estate planning and other legal documents. Assists with business transactions. Prepares corporate, partnership and LLC agreements, resolutions and other documents; liaises with Corporate Maintenance to maintain records and minute books. Handles governmental, agency and court filings. Meets and directly communicates with clients. Maintains docket of all estate, trust and court dates. Directly deals with numerous clients. Acts as a backup for the entire practice group. Maintains 1,500 billable hours annually. Qualifications: Bachelor's degree is required and an ABA-approved paralegal certificate is preferred. Requires the ability to work under pressure to meet strict deadlines. High degree of expertise in tax, estate planning and estate administration. Accounting experience. Proficient in the following software: Tax preparation programs, Accounting programs, Estate planning programs, Excel Microsoft Office Suite.
 
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