Paralegal - Trust Administration and Probate

Rhoades Levy Law Group P.C. (“RLLaw”), a Northbrook, Illinois-based law firm, is seeking a paralegal with significant experience in trust administration and probate to join its rapidly growing and highly collaborative law firm.

The ideal candidate must be able to work independently managing trust administration and probate matters from beginning to end in collaboration with and with the support of the responsible attorneys in our busy practice areas.

Education and Experience

• Minimum of 3 years of paralegal experience with trusts and estate administration
• Familiarity with procedures of probate courts, taxing authorities, and regulatory agencies
• Experience working with Microsoft Office resources (Outlook, Word, Excel), PDF software, and document management software and ability to learn and use advanced software programs and new technology
• Desire to attend continuing education courses to improve skills
• Strong understanding of business operations and client confidentiality principles
• Smokeball (legal practice management system) experience is a plus
• Experience with some or more of the following areas is a plus: estate and gift tax preparation software (e.g., CCH ProSystem fx), estate planning, purchase and sale agreements for businesses and commercial real estate, and entity structures and other corporate matters

Responsibilities

• Docketing, tracking, and proactively managing dates and deadlines
• Identifying and collecting assets
• Preparing various trust administration and probate documents
• Preparing, updating, and providing status reports internally and to clients
• Supporting attorneys with document preparation, client/advisor correspondence, meeting coordination and preparation, and other aspects of advancing the matter
• Preparing accountings and, ideally, estate and gift tax returns
• Reviewing and summarizing wills, trusts, and other documents to implement the administration process and to ultimately distribute assets and fund sub-trusts
• Performing basic research using a variety of resources

Key Attributes

• Excellent time and calendar management skills and ability to adjust to changing project priorities in a deadline-driven environment
• Excellent organizational and technological skills and good number aptitude
• Superior oral and written communication skills
• Excellent proofreading skills
• Ability to produce accurate work product with a high attention to detail
• Self-starter who is comfortable simultaneously managing multiple tasks
• Comfortable in a fast-paced work environment

Our Core Values

• Excellence
• Transparency
• Integrity

Total compensation for this position at the time of the posting is $60,000—$85,000 annually based on a full-time schedule. Compensation will be determined by several factors, including, without limitation, qualifications, experience, skill set, and performance.

RLLaw offers participation in benefits programs, including health insurance, paid time off, and 401k/profit sharing plan participation.

RLLaw also offers flexible hours and legal assistant support. A limited work from home option (one to two days per week) may be considered after training and demonstrated proficiency.

RLLaw values a diverse workplace, provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type.