Estate Administration Paralegal
Estate Administration Paralegal
Our Client - Legal company
- Winnetka, IL
Job description
Estate Administration Paralegal
In-office : Northfield, IL
70,000 to 90,000 annual compensation
The Opportunity:
We are seeking a detail-oriented, and experienced Estate Administration Paralegal to
support our estate and trust administration practice. You will work closely with attorneys across all
phases of probate, trust settlement, and estate administration, often serving as a primary point of
contact for clients, beneficiaries, and courts during sensitive times.
About Us:
We are a majority women-owned, boutique law firm in Northfield, Illinois, concentrating on
estate planning, guardianships, and estate and trust administration. Our attorneys provide
sophisticated counsel in estate, gift, and income tax planning and estate and trust litigation, with close
attention to family dynamics and a compassionate approach to every client relationship.
Key Responsibilities
• Probate Management: Track probate matters from filing through closing, including court
itiesdeadlines, claims periods, and required filings; maintain case calendars and flag upcoming
deadlines to attorneys.
• Document Drafting: Draft pleadings, motions, affidavits, and waivers; file court documents
per judicial procedures.
• Asset Administration: Prepare asset transfer and distribution documentation, including
beneficiary designation claim forms and stock transfer forms (e.g., Computershare and other
transfer agents).
• Account Tracking: Prepare estate and trust accounting documents, including inventories,
correspondence requesting account statements, periodic and annual accountings, plans of
distribution, and beneficiary receipts.
• Client Relations: Provide empathetic, professional updates to clients and third parties.
• Perform additional duties as assigned.
Job Qualifications
• Minimum 2 years of estate or trust administration experience; real estate experience a plus.
• Associate degree, bachelor's degree, or paralegal certificate preferred if fewer than 5 years'
experience.
• Proficient with Microsoft Office Suite or related software.
• Exceptional organization and attention to detail; sound judgment and discretion with
confidential matters; strong time management and ability to meet deadlines.
Compensation & Benefits
• Salary: $75,000–$90,000, commensurate with skills, qualifications, and experience.
• Comprehensive health coverage.
• Discretionary performance bonuses; profit sharing and a 401(k)-retirement plan.
• Paid time off and holiday schedule.
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.
If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at support@themomproject.com.
Screening Questions
- Do you have 2+ years of experience as an Estate Administration Paralegal?
- Will you happily work in a company where remote work is the exception, rather than the rule?
- We are a small office. Do you have the flexibility to pivot between paralegal work and administrative legal assistant work?