RLLaw, a Northbrook, Illinois based law firm, is seeking a trusts and estates paralegal to join its rapidly growing and highly collaborative law firm. The paralegal must be able to work independently, managing complex trust administration and probate matters from beginning to end in collaboration with and with the support of the responsible attorney.
Responsibilities:
- Identifying and collecting assets
- Preparing various trust administration and probate documents
- Preparing, updating, and providing status reports internally as well as to clients
- Supporting the responsible attorney with document preparation, correspondence, meetings, and other aspects of the matter
- Preparing accountings, federal and state estate tax returns, and federal gift tax returns
- Reviewing and summarizing wills and trust agreements in collaboration with attorneys to implement the trust administration and probate process to ultimately distribute assets and fund sub-trusts
- Docketing and tracking court dates, tax filings, and other deadlines
- Using reference materials and performing basic research using a variety of resources.
Education and Experience:
- 5+ years of experience as a trusts and estates paralegal
- Familiarity with procedures of probate courts, taxing authorities and regulatory agencies
- Experience working with Microsoft Office resources (Outlook, Word, Excel,), PDF software, and document management software
- Experience working with tax preparation software (e.g., CCH ProSystem fx)
- Ability to learn and use advanced software programs and new technology
- Desire to attend continuing education courses to improve skills
- Good understanding of basic business relationships and client confidentiality principles.
Key Attributes:
- Excellent mathematical, organizational, and technological skills
- Superior oral and written communication skills
- Excellent proofreading skills
- Ability to produce accurate work product with a high attention to detail
- Self-starter who is comfortable simultaneously managing multiple tasks
- Excellent time management skills and ability to adjust to changing project priorities in a fast-paced and deadline-driven environment
Our Core Values:
- Excellence
- Transparency
- Integrity
RLLaw offers competitive salary and benefits, flexible hours, work from home options, and legal assistant support.
RLLaw values a diverse workplace, provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type.
Please send resumes to [email protected]
