Trust And Estate Administration Paralegal in Wheaton, IL| LawFirmStaff

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Title : Trust And Estate Administration Paralegal

Location : Illinois - Wheaton
Refer to Job # EOZK729711


Trust and Estate Administration Paralegal DUTIES: 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. Qualifications: Certificate in Paralegal Studies. 3+ years of practical and relevant trust and estate administration experience. Proficiency with Microsoft applications including Outlook, Word, and Excel. Professional interpersonal skills and knowledge of business etiquette. Strong verbal and written communication skills.
 
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