About Us:
- We’re a growing, on the move, mid-sized law firm in Chicago that’s Right there with you.
- Positive, kind people with an inclusive culture.
- Focused on our clients’ success through high responsiveness, mutual collaboration and creatively solving their challenges.
The Role:
This Trust & Estates Paralegal is responsible for providing paralegal support to attorneys with estate and trust planning and administration, probate and guardianship. The successful candidate will play a crucial role in supporting families and loved ones through sometimes difficult circumstances and assist our attorneys in delivering exceptional client service by ensuring compliance, managing client files, and supporting attorneys.
What You’ll Do:
- Draft pleadings, orders and court documents, including documents to open and close probate estates, and various pleadings necessary in guardianship proceedings.
- Complete probate and trust administration for estates.
- Assist clients with locating and collecting estate and trust assets.
- Evaluate asset-related documents for completeness, proper titling and possible exploitation.
- Create guardianship, estate, and trust accountings.
- Coordinate asset transfers and trust funding in accordance with client direction, estate planning documents and/or court orders by communicating with relevant parties when necessary for all relevant assets such as bank accounts, brokerage accounts, mutual funds, stocks, insurance policies and others.
- Contact financial institutions, accountants and other client-related vendors to obtain directions, transfer instructions and other related information.
- Update retirement accounts and insurance policies for beneficiary designations.
- Maintain communication with Internal Revenue Service and obtain tax identification numbers to trusts and estates.
- Handle the collection and distribution of trust, estate, or guardianship assets.
- Provide proactive communication to clients, address inquiries and ensure timely follow-ups on outstanding items.
- Assist attorneys with discovery and other estate and trust litigation matters, including written discovery requests, discovery production review, subpoenas, and citations.
Who You Are:
- Someone with the following education, job experience and technical skills:
- 6+ years of experience handling guardianships, probate matters and trust administration
- Paralegal certificate preferred
- Experience with probate and guardianship legal processes.
- Financial or asset management with strong mathematical and accounting skills.
- Able to conceive and perform analytical analyses.
- Demonstrated critical thinking, logical reasoning, and sound judgment.
- Exceptional attention to detail, proofreading and organizational skills.
- Manages time and prioritize tasks to meet deadlines.
- Demonstrated mastery of the English language, both oral and written.
- Ability to maintain a high level of confidence.
- Advanced knowledge of: Microsoft 365 Office: Word, Excel; Outlook and Powerpoint and PDF programs (able to manipulate PDFs and perform conversions from Word to pdf and vice versa)
- Proficient with document management systems and client matter organizational schemas.
- Familiarity with time entry system for the purposes of recording paralegal’s time.
- A collaborative, all-around team player who:
- Possesses empathetic communication style that connects with and puts others at ease.
- Maintains a positive, flexible and proactive self-starter who can work interdependently, promote inclusivity and maintain perspective and objectivity in a workplace.
- Collaborates with teammates to juggle multiple assignments and deadlines
- Keeps a professional appearance and demeanor.
What We Offer:
- Market-competitive compensation of $75,000 – $90,000 plus bonus. This is believed to be the pay range at the time of this posting. Consistent with applicable law, compensation will be contingent of the applicant’s skills, qualifications and experience relative to the position’s requirements.
- BCBS health insurance, paid leave, LTD and STD.
- Other voluntary benefits: dental, vision, 401(k), pre-tax commuter transit and parking, flexible spending account and more
- Hybrid work environment based on job demands.
- Positive and helpful teammates.
- New offices with lots of natural light for all.
- New generation of leaders with a holistic market strategy.
Please send cover letter and resume to: recruiting@chuhak.com .
Chuhak & Tecson, P.C. recognizes that diverse teams make the strongest teams and is committed to building a team that represents a variety of backgrounds, perspectives and skills. We provide equal employment opportunities to all employees and applicants and prohibit discrimination and harassment of any type without regard to age, gender, color, race, national origin, religion, marital status, sexual orientation, sexual identity, political belief, genetic status, status as a member of uniformed services, or disability that does not preclude performance of the essential job functions, or any other classification protected under applicable law.
All applicants must be legally authorized to work in the United States without sponsorship
Disclaimer: This job description is subject to be amended or changed at the Firm’s discretion. The above statements are intended to describe the general nature and level of work being performed by the individual in the position. They are not intended to be an exhaustive list of all responsibilities, duties and skills of personnel so classified. This job description does not constitute a contract or employment and Chuhak & Tecson may exercise its employment-at-will rights at any time.