Paralegal for Estate Administration Probate Remote

Key Responsibilities

1. Client Coordination & Communication
   • Lead clients stepbystep through estate settlement probate filings and trust administration processes.
     
   • Communicate regularly (phone email Zoom) to keep them apprised of progress next steps and to answer questions with clarity and compassion.
     
2. Case Strategy & Organization
   • Collaborate with an attorney and another experienced paralegal to develop a Declaration of Inventory for each case detailing goals tasks and anticipated obstacles.
     
   • Maintain organized case files and progress checklists to ensure consistent structured workflow.
     
3. Document Collection & Preparation
   • Gather and review documentation (e.g. 1099s Social Security statements home sale records) needed to finalize estate and trust administration.
     
   • Coordinate with banks IRS and other institutions to obtain essential records.
     
4. ProblemSolving & Process Improvement
   • Anticipate challenges such as missing documents or unclear property transfers and propose creative compliant solutions (i.e. Plan B in collaboration with the team.
     
   • Identify opportunities to streamline and improve existing estate administration processes.
     
5. Compliance & Reporting
   • Track critical deadlines and ensure timely filings of final tax returns court submissions and closing statements.
     
   • Maintain accurate uptodate records of all communications filings and compliancerelated tasks.
     
6. Team Collaboration
   • Participate in weekly meetings to discuss case progress troubleshoot challenges and brainstorm ways to refine and improve workflows.
     
   • Provide input and feedback to enhance the client experience and the firm s overall approach to estate administration.
     

What Success Looks Like

• You maintain a wellmanaged caseload where clients feel supported informed and confident in the path forward.
  
• You anticipate and address hurdles before they escalate keeping cases on track toward final closure.
  
• You collaborate proactively with the attorney and paralegal to ensure continuous process improvement making the client experience smoother over time.
  
• You maintain your own wellbeing balancing efficiency accuracy and empathy so that you can sustainably serve clients at a high level.
  

Qualifications

• Experience: Paralegal legal assistant or case manager background preferred especially in probate/estate administration.
  
• Skill Set: Strong organizational and communication skills; ability to manage multiple ongoing tasks in a fastpaced environment.
  
• ProblemSolving: Ability to think creatively and methodically to overcome caserelated challenges.
  
• Mindset: Positive proactive and dedicated to helping clients move forward even under stressful circumstances.
  
• Technology: Comfortable working in legal case management systems using email and quickly adapting to new software tools.

Employment Terms

• Type: 1099 contract role with a 3month probationary period.
  
• Hours & Location: Flexible depending on client volume and your availability with a goal of ensuring timely communication and case progress. Can work from our office based in Glenview IL or remote during CST time. Must be US based.
  
• Compensation: Competitive hourly or projectbased rate based on experience and workload.
  

Why Join Us

• Impactful Work: You will play a crucial role in alleviating stress and bringing clarity to families dealing with the loss of a loved one.
  
• Supportive Team: You ll collaborate with caring professionals who are committed to your wellbeing as well as the clients .
  
• Growth & Development: Our processes continue to evolve and improve. Your input and problemsolving insights will help shape the future of our estate administration practice.
  
• Meaningful Environment: We believe in balancing diligence with empathy ensuring that both our team members and clients feel valued heard and respected.
  

If you are motivated by the idea of guiding clients through challenges solving puzzles daily and making a tangible difference in people s lives all within a supportive and forwardthinking law firm we would love to connect.