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  • Estate Planning Paralegal

    Robert Half Legal (Oak Brook, IL)



    Apply Now

    Description

    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:

    + Oversee all aspects of estate and trust administration, including preparing and submitting probate pleadings and other legal documents

    + Assist attorneys in drafting and revising estate planning documents such as wills, trusts, and powers of attorney

    + Gather and organize asset information, prepare inventories, and create detailed accountings

    + Facilitate the transfer of assets and distributions to beneficiaries by liaising with financial institutions and other parties

    + 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

    + Assist in compiling and summarizing financial and asset data required for federal and state estate tax returns (Forms 706 and applicable state returns)

    + Support the preparation of federal gift tax returns (Form 709) by organizing relevant documentation and data

    + Utilize any relevant software or tools to streamline processes related to estate and gift tax preparation

     

    For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at justin . rambert @ robert half legal com

    Requirements

    + Bachelor or Associate's preferred; Paralegal certificate preferred

    + 5+ years of experience handling estate planning and estate & trust administration

    + Experience preparing estate and gift tax filings highly preferred

    + Excellent communication and organizational skills

     

    For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at justin . rambert @ robert half legal com

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

     


    Apply Now



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