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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.
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@roberthalflegal.com

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Level

Senior L5

Salary

$75,000 - $100,000 per year

Location

Chicago, IL

Occupation

Paralegals and Legal Assistants

Industry

Offices of Lawyers

Posted

today

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