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Location : Illinois - Wheaton
Refer to Job # YIKB793693
Estate Administration Paralegal The candidate will be responsible for: 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. Should have 3+ years of practical and relevant estate administration experience. Must have proficiency with Microsoft applications including Outlook, Word, and Excel. Should have strong verbal and written communication skills. Tax background will be useful. Will be organized, detail-oriented, possess excellent writing and numeric skills, maintain strict confidentiality, and display a passion for delivering outstanding results and service on a consistent basis.
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