Estate Planning Admin: Precise, Client-Focused Support

Syntax Talent Solutions; Wheaton (IL); On-site; USD 52,000 - 76,000; Full time

Job summary

Syntax Talent Solutions seeks an experienced legal administrative professional for a busy estate planning practice in Wheaton, IL. You will support attorneys, manage complex files, and coordinate deadlines from intake to final administration, ensuring accuracy and a high level of client service.

Responsibilities include drafting and revising documents in WordPerfect/Word, maintaining matter lists, and preparing closing binders.

Qualifications

• 3–5 years of experience providing legal administrative support on sophisticated estate planning and estate administration matters.
• Deadline-driven environment with multiple matters/priorities.
• Strong client service mindset with comfort handling frequent direct client interaction.

Responsibilities

• Prepare, format, and revise estate planning documents using WordPerfect and Word.
• Organise and maintain client files, inventories, and matter lists for complex cases.
• Coordinate and track deadlines for document execution, court filings, tax filings, and milestones.
• Manage client communication, including scheduling meetings and intake.
• Assist with estate administration tasks and asset information gathering.
• Generate Excel spreadsheets to track assets, timelines, and case status.
• Support attorneys with closing binders, summaries, and checklists.
• Perform general legal administrative tasks including proofreading and data entry.

Skills

Client service mindset

Deadline oriented

Attention to detail

Professional communication

Discretion and confidentiality

Time management

Client interaction

Document quality control

Education

Associate's degree / paralegal certificate

High school diploma

Estate planning or probate coursework

Tools

WordPerfect

Microsoft Word

Microsoft Excel

WealthCounsel

Time Matters

Juris

Job description

Syntax Talent Solutions seeks an experienced legal administrative professional for a busy estate planning practice in Wheaton, IL. You will support attorneys, manage complex files, and coordinate deadlines from intake to final administration, ensuring accuracy and a high level of client service.

Responsibilities include drafting and revising documents in WordPerfect/Word, maintaining matter lists, and preparing closing binders.