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Legal Edge Talent · 3 weeks ago

Probate and Trust Paralegal

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $90K/yr

6+ years exp

Legal Edge Talent is a well-established mid-sized firm in Chicago seeking an experienced Probate and Trust Paralegal. The role involves providing paralegal support in estate and trust planning, administration, and probate matters, while ensuring compliance and supporting attorneys in delivering exceptional client service.

Responsibilities

Draft pleadings, orders, and court documents, including documents to open and close probate estates, and various pleadings necessary in guardianship proceedings

Complete probate and trust administration for estates

Assist clients with locating and collecting estate and trust assets

Evaluate asset-related documents for completeness, proper titling and possible exploitation

Create guardianship, estate, and trust accountings

Coordinate asset transfers and trust funding in accordance with client direction, estate planning documents, and/or court orders by communicating with relevant parties when necessary for all relevant assets such as bank accounts, brokerage accounts, mutual funds, stocks, insurance policies, and others

Contact financial institutions, accountants, and other client-related vendors to obtain directions, transfer instructions, and other related information

Update retirement accounts and insurance policies for beneficiary designations

Maintain communication with the Internal Revenue Service and obtain tax identification numbers for trusts and estates

Handle the collection and distribution of trust, estate, or guardianship assets

Provide proactive communication to clients, address inquiries, and ensure timely follow-ups on outstanding items

Assist attorneys with discovery and other estate and trust litigation matters, including written discovery requests, discovery production review, subpoenas, and citations

Qualification

Guardianship experienceProbate matters experienceTrust administration experienceParalegal certificateFinancial management skillsAnalytical skillsProofreading skillsAttention to detailOrganizational skills