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Title : Estate Administration Paralegal

Location : Illinois - Wheaton
Refer to Job # ZSDC705660

Estate Administration Paralegal The candidate will be responsible for trust and estate administration support and requires past experience in these areas. Provide trust and estate administration services, including: Review client estate planning documents; Prepare trust and will summaries; Prepare estate tax, distribution, and liquidity analyses; Facilitate and review estate tax returns, gift tax returns, and estate and trust fiduciary income tax returns; Research estate tax, gift tax, generation-skipping transfer tax, and fiduciary income tax matters; Research trust and estate administration matters; Coordinate and assist with client estate tax planning and client projects; Prepare client memos and correspondence. Tax background would be useful to this role. Certificate in Paralegal Studies required. 3+ years of practical and relevant trust and estate administration experience required. Demonstrated proficiency with Microsoft applications including Outlook, Word, and Excel required. Strong: keyboard proficiency, and accurate data entry skills; verbal and written communication skills required.

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