Overview
ESTATE PLANNING AND ADMINISTRATION PARALEGAL Jobs in Lisle, IL at Confidential
Position Overview:
As a key member of our Trusts & Estates team, you will play an integral role in supporting attorneys and clients through all phases of estate planning and administration. From drafting estate planning documents to assisting with probate and trust administration, you will manage a wide range of responsibilities in a fast-paced, collaborative environment.
Why Join Us:
- Hybrid Work Schedule: Enjoy the flexibility of four office days and one remote day per week, ensuring a healthy work-life balance.
- Summer Hours: Embrace the spirit of summer with ½ days every other Friday from Memorial Day through Labor Day.
- Competitive Compensation and Great Benefits: We offer a competitive salary and a comprehensive benefits package to support your professional and personal well-being.
Key Responsibilities:
- Prepare and draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
- Assist with probate and trust administration, including preparation of court filings and related documentation.
- Prepare and assist with federal gift tax filings, including Form 709.
- Coordinate asset transfers, beneficiary designations, and funding of trusts.
- Maintain client files, calendars, and critical deadlines with precision.
- Communicate with clients, financial institutions, and court personnel to facilitate efficient administration.
- Support attorneys with research, document preparation, and case management.
- Demonstrate exceptional attention to detail, organization, and problem-solving skills.
Qualifications:
- Accredited Paralegal with a minimum of 2 years of relevant experience.
- Proficient with MS Office and WealthCounsel
- Familiarity with probate procedures, trust administration, and gift/estate tax filings.
- Strong organizational skills and ability to manage multiple matters simultaneously.
- Excellent written and verbal communication skills.
- Proactive, detail-oriented, and able to work both independently and as part of a team.
Pay: $70,000.00 – $85,000.00 per year
Benefits:
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
- Wellness program
Work Location: Hybrid remote in Lisle, IL 60532
Title: ESTATE PLANNING AND ADMINISTRATION PARALEGAL
Company: Confidential
Location: Lisle, IL
Category:
