Estate Planning Paralegal

Robert Half Legal is partnering with a mid-sized law firm located in Oak Brook that's seeking to hire an Estate Planning Paralegal with at least 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 highly preferred. This position is paying between $70-85K plus a yearly bonus. In addition, the firm offers a comprehensive benefits package including medical, dental, vision, PTO, 401k (3.5% match), LT Disability Insurance, and more. 

Estate Planning Paralegal Responsibilities:

• Oversee all aspects of estate and trust administration, including preparing and submitting probate pleadings and other legal documents
• Assist attorneys in drafting and revising estate planning documents such as wills, trusts, and powers of attorney
• Gather and organize asset information, prepare inventories, and create detailed accountings
• Facilitate the transfer of assets and distributions to beneficiaries by liaising with financial institutions and other parties
• Coordinate the transfer of assets to newly established trusts, prepare required forms and correspondence, and communicate with financial institutions to ensure smooth and accurate funding
• Assist in compiling and summarizing financial and asset data required for federal and state estate tax returns (Forms 706 and applicable state returns)
• Support the preparation of federal gift tax returns (Form 709) by organizing relevant documentation and data
• Utilize any relevant software or tools to streamline processes related to estate and gift tax preparation

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
• 5 years of experience handling estate planning and estate & trust administration
• Experience preparing estate and gift tax filings highly preferred
• Excellent communication and organizational skills

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

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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