- Assist attorneys with estate planning, probate, trust administration, and related private client matters.
- Support the collection, distribution, reporting, and transfer of estate and trust assets.
- Prepare estate inventories, asset schedules, and financial accountings for estates and trusts, including annual trust accountings.
- Conduct public records research and prepare related documentation.
- Draft, review, and electronically file probate pleadings and accounting documents, ensuring accuracy and filing readiness.
- Monitor deadlines and prioritize work to support attorneys and ensure timely completion of matters.
- Communicate regularly with attorneys and team members regarding case status, deadlines, and assignments.
- Utilize estate planning, probate, and accounting software efficiently and accurately.
- Enter, review, and correct time entries in a timely manner.
- 3–5 years of paralegal experience, with a focus on trusts and estates and related tax matters.
- Paralegal certificate or degree preferred.
- Working knowledge of estate and trust accounting, probate procedures, and fiduciary income tax concepts.
- Experience with estate administration or probate software (e.g., Estate Works or similar platforms) strongly preferred.
- Familiarity with fiduciary income tax, estate, and gift tax return preparation.
- Strong command of written English, including grammar, syntax, and professional legal drafting.
- Proficiency with Microsoft Office applications.
- Excellent organizational skills with the ability to manage multiple estates and competing priorities.
- Strong interpersonal and communication skills; able to work collaboratively with attorneys and staff.
- Demonstrated discretion and ability to maintain confidentiality.
- High attention to detail and ability to perform accurately under deadline pressure. xhmxlyz
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Paralegal - Chicago - Robert Half
Description
A respected national law firm is seeking an experienced Paralegal to support its Private Client / Trusts & Estates practice in the Chicago office. The ideal candidate will bring strong technical skills, attention to detail, and a client-service mindset to a collaborative legal team focused on delivering exceptional results.
Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.All employees operate under a client-first philosophy, emphasizing high-quality service, responsiveness, and professionalism.
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