Estate Administration Paralegal

Special Counsel is currently recruiting an Estate Administration Paralegal for a law firm located in Wheaton, Illinois.  This position will be responsible for trust and estate administration support and requires past experience in these areas. Tax background would be useful to this role. The successful candidate will be organized, detail-oriented, possess excellent writing and numeric skills, have the ability to multitask, maintain strict confidentiality, and display a passion for delivering outstanding results and service on a consistent basis.

RESPONSIBILITIES:

  • Provide trust and estate administration services, including, but not limited to:
    • Review client estate planning documents
    • Prepare trust and will summaries
    • Prepare estate tax, distribution, and liquidity analyses
    • Facilitate and review estate tax returns, gift tax returns, and estate and trust fiduciary income tax returns
    • Research estate tax, gift tax, generation-skipping transfer tax, and fiduciary income tax matters
    • Research trust and estate administration matters
    • Coordinate and assist with client estate tax planning and client projects
    • Prepare client memos and correspondence

 

QUALIFICATIONS

  • Certificate in Paralegal Studies
  • Three or more years of practical and relevant trust and estate administration experience
  • Demonstrated proficiency with Microsoft applications including Outlook, Word, and Excel
  • Strong keyboard proficiency, and accurate data entry skills
  • Demonstrated professional interpersonal skills and knowledge of business etiquette
  • Strong verbal and written communication skills

Would you like to learn more about the Estate Administration Paralegal position that Special Counsel is recruiting for in Wheaton, Illinois?  If so, then please submit your resume below.  Or, visit our website at www.specialcounsel.com to apply or consider other available opportunities with us.  Please follow me on Twitter @cherylnjacobs for additional career opportunities.  Equal Opportunity Employer Minorities/Women/Veterans/Disabled

 

Equal Opportunity Employer Minorities/Women/Veterans/Disabled. The Company will consider for employment qualified applicants with arrest and conviction records.