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Estate Planning Paralegal

  • Location: Chicago
  • Type: Direct Hire
  • Job #587

Position: Estate Planning Paralegal

Location: Chicago, Illinois 

Compensation & Benefits: Competitive base salary commensurate with experience, plus generous paid overtime, Medical benefits, generous vacation and sick/personal days, all paid holidays, 401K, and this is a firm noted for an exceptional culture with a history of career growth, stability and security.

Organization: Top-Ranked International Law Firm

Summary: A large international law firm is seeking an Estate Planning Paralegal that can assist Estate Planning attorneys with the management and organization of materials related to estate planning.

Key Responsibilities: 

  • Responsible for the preparation of valuations of assets
  • Take part in estate administration and the preparation of estate tax returns
  • Assist with the preparation of beneficiary designations by utilizing transfer and claim forms
  • Accommodate Attorney needs by providing various levels of administrative support
  • Provide and organize flowcharts, summaries and as needed details of estate plans
  • Conduct the necessary preparation of health care proxies and powers of attorney

Required Skills:

  • Bachelor's Degree required
  • Paralegal certificate preferred
  • 5+ years of estate planning within a law firm
  • Excellent interpersonal skills and the ability to work and coordinate with staff, attorneys, paralegals, clients and vendors
  • The ability to work well under pressure and coordinate several activities at once
  • Strong Microsoft Office proficiency with Outlook, Excel, Word and PowerPoint
  • Ability to utilize Visio and a form of Document Management System
  • Excellent verbal and written communication skills
  • Highly adaptable, proactive and works well under pressure