Trusts & Estates Paralegal

Trusts & Estates Paralegal

Job Description

Handler Law, LLP is a nationwide boutique that has been widely recognized as one of the premier private client law firms in the world. It is based in downtown Chicago and focuses on Business & Corporate Law, Trusts & Estates, Taxation, Securities, Real Estate, Non-profits and Sports & Entertainment Law. It serves primarily affluent families, family offices, family foundations and privately held companies.  

The right Trusts & Estates Paralegal for this role will assist attorneys in all stages of basic and advanced estate planning and probate processes and should have a firm understanding of court procedures and legal protocols. Responsibilities include assisting in drafting estate planning documents, handling probate administration, and conducting legal research. Our ideal candidate is well organized, is friendly, has strong written and oral communication skills, and has a keen eye for detail.

Skills/Abilities Desired: 

• Detail oriented; strong work organization skills, ability to work and problem solve independently
• Proficient in Microsoft Office – specifically MS Excel, Word, Outlook, Teams
• Solid verbal and written communication skills
• High level of professionalism; ability to act with discretion and tact in all situations
• Ability to maintain organized electronic and paper records and produce reports in a timely and desirable manner
• Ability to manage numerous projects in a fast-paced environment
• Ability to be flexible and work more than 46 hours per week or during peak periods

Key Responsibilities:

• Assist attorneys in drafting estate planning and probate documents
• Help manage and organize estate and probate files
• Form business entities 
• Conduct legal research relevant to estate planning and probate processes
• Coordinate with clients, court personnel, and other legal professionals
• Prepare and file legal documents with appropriate courts
• Update and maintain databases and tracking systems
• Ensure all deadlines are met in a timely manner
• Follow up with clients on necessary paperwork and signatures
• Additional assignments and responsibilities as assigned

Job Requirements:

• Proven work experience as a paralegal, 2+ years in the field of estate planning or probate required minimum
• Strong knowledge of probate court procedures and rules
• Excellent written and oral communication skills
• Highly organized with strong attention to detail
• Proficient in legal research and document drafting
• Ability to manage multiple tasks and meet deadlines
• Paralegal certification or degree in legal studies is preferred

 Salary/Compensation:

• Salary is commensurate based upon relevant experience and qualifications
• Discretionary annual bonus
• Generous benefits and annual firm social events (Holiday Season Dinner, Tax Party and Periodic conferences & Client Receptions
• Use of building health club and tenant lounge
• Employee Lounge with coffee, tea, soft drinks and snack food

Additional Job Position Information:

• Job Title: Estate Planning and Probate Paralegal
• Work Environment: This role is primarily office-based, with minimal      travel required for court visits or client meetings.
• Reporting Structure: Reports to the supervising attorneys.
• Location: Chicago, Illinois, Hybrid after 60 days
• Employment      Type: Full-time
• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.