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:<ul><li>Oversee all aspects of estate and trust administration, including preparing and submitting probate pleadings and other legal documents</li><li>Assist attorneys in drafting and revising estate planning documents such as wills, trusts, and powers of attorney</li><li>Gather and organize asset information, prepare inventories, and create detailed accountings</li><li>Facilitate the transfer of assets and distributions to beneficiaries by liaising with financial institutions and other parties</li><li>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</li><li>Assist in compiling and summarizing financial and asset data required for federal and state estate tax returns (Forms 706 and applicable state returns)</li><li>Support the preparation of federal gift tax returns (Form 709) by organizing relevant documentation and data</li><li>Utilize any relevant software or tools to streamline processes related to estate and gift tax preparation</li></ul> For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at justin . rambert @ robert half legal com

<ul><li>Bachelor or Associate's preferred; Paralegal certificate preferred</li><li>5+ years of experience handling estate planning and estate & trust administration</li><li>Experience preparing estate and gift tax filings highly preferred</li><li>Excellent communication and organizational skills</li></ul> 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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Oak Brook, IL
onsite
Permanent
70000.00 - 85000.00 USD / Yearly
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:<ul><li>Oversee all aspects of estate and trust administration, including preparing and submitting probate pleadings and other legal documents</li><li>Assist attorneys in drafting and revising estate planning documents such as wills, trusts, and powers of attorney</li><li>Gather and organize asset information, prepare inventories, and create detailed accountings</li><li>Facilitate the transfer of assets and distributions to beneficiaries by liaising with financial institutions and other parties</li><li>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</li><li>Assist in compiling and summarizing financial and asset data required for federal and state estate tax returns (Forms 706 and applicable state returns)</li><li>Support the preparation of federal gift tax returns (Form 709) by organizing relevant documentation and data</li><li>Utilize any relevant software or tools to streamline processes related to estate and gift tax preparation</li></ul> For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at justin . rambert @ robert half legal com
2025-11-24T17:38:37Z