Estate Planning Paralegal

Robert Half Legal is partnering with a mid-sized law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+ years of experience to join their team. This Estate Planning Paralegal will be supporting attorneys handling estate planning, estate administration, and business succession planning for moderate to high net-worth clients. Experience with gift and estate tax filings is preferred. This position is paying between $75-100K plus bonus and the firm operates on a hybrid WFH schedule (2x WFH per week). In addition, the firm offers a comprehensive benefits package including medical, dental, vision, PTO, 401k (3% match), LT Disability Insurance, and more. Responsibilities of the position are below. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.

Estate Planning Paralegal Responsibilities:

• Draft and review estate planning documents: Wills, Trusts, Powers of Attorney (Health Care and Property), Living Will, Insurance Trusts, Grantor Retained Annuity Trusts, etc.
• Draft flowcharts of client’s estate plan
• Draft affidavits, statements, distribution and asset schedules and spreadsheets
• Obtain and maintain tax identification numbers
• Draft Estate and Gift tax returns
• Maintain trust/estate financial records

For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at justin . rambert @ robert half legal com

• Bachelor or Associate's preferred; Paralegal certificate preferred
• 3-5+ years of experience handling estate planning and estate & trust administration
• Excellent communication and organizational skills
• Exceptional writing skills

For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at justin . rambert @ robert half legal com

Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.