Estate Planning Legal Assistant

Orion Placement; Wheaton (IL); On-site; USD 37,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Confidential Employer, a suburban Chicago law firm, seeks an experienced legal assistant to support estate planning and administration matters on site in Wheaton, IL. You will prepare, format, and organize documents and coordinate client communications with a collaborative team.

With 2+ years of relevant experience, you will use WordPerfect, Word, and Excel to maintain files, deadlines, and professional correspondence, contributing to high-quality client service and timely estate planning

Qualifications

• 2+ years of estate planning or estate administration legal support experience.
• Experience preparing and managing legal documents.
• Proficiency in WordPerfect, Microsoft Word, and Excel.

Responsibilities

• Support estate planning attorneys with the preparation, formatting, and organization of legal documents.
• Assist with wills, trusts, powers of attorney, estate administration documents, and related correspondence.
• Coordinate client communications, appointments, document requests, and follow-ups.
• Maintain organized client files, calendars, deadlines, and legal records.
• Prepare and proofread documents using WordPerfect, Microsoft Word, and Excel.
• Work closely with attorneys and colleagues to ensure timely completion of client matters.
• Provide professional, welcoming, and responsive service to clients and referral sources.

Skills

Estate planning

Legal support

Document preparation

Attention to detail

Education

2+ years experience in estate planning or estate administration legal support

Tools

WordPerfect

Microsoft Word

Excel

Job description

Pay: $37,000.00 - $75,000.00 per year

Why This Is a Great Opportunity

• Join an established, respected law firm with a collaborative and supportive team.
• Work alongside experienced estate planning attorneys on meaningful matters involving families, trusts, and estates.
• Enjoy direct client interaction and the opportunity to make a positive difference in people's lives.
• Develop your legal support skills while gaining exposure to sophisticated estate planning and administration work.
• Receive competitive compensation, comprehensive benefits, and opportunities for long‑term professional growth.

Location: Wheaton, IL. This position begins on‑site, providing the opportunity to collaborate closely with our estate planning team. A partial hybrid arrangement may be considered in the future, depending on firm needs and approval.

Note: Candidates should have at least 2+ years of experience supporting estate planning or estate administration matters in a legal environment. Proficiency in WordPerfect, Microsoft Word, and Excel is required.

About Us

Confidential Employer.We are an established suburban Chicago law firm dedicated to helping individuals and families navigate important legal and financial decisions. Our Estate Planning Practice Group takes pride in delivering personalized client service in a collaborative, professional environment where every team member plays an important role.

Job Description

• Support estate planning attorneys with the preparation, formatting, and organization of legal documents.
• Assist with wills, trusts, powers of attorney, estate administration documents, and related correspondence.
• Coordinate client communications, appointments, document requests, and follow‑ups.
• Maintain organized client files, calendars, deadlines, and legal records.
• Prepare and proofread documents using WordPerfect, Microsoft Word, and Excel.
• Work closely with attorneys and colleagues to ensure timely completion of client matters.
• Provide professional, welcoming, and responsive service to clients and referral sources.

Qualifications

• 2+ years of estate planning or estate administration legal support experience.
• Experience preparing and managing legal documents.
• Proficiency in WordPerfect, Microsoft Word, and Excel.
• Strong organizational skills, attention to detail, and ability to meet deadlines.
• Excellent communication and client service skills.
• Ability to manage multiple priorities in a fast‑paced law firm environment.
• Experience with WealthCounsel, Time Matters, or Juris preferred.

Why You Will Love Working Here

We believe a great workplace starts with supportive colleagues, meaningful work, and opportunities to grow. You'll be part of a team that values your contributions, encourages collaboration, and takes pride in helping clients through important life decisions.We offer comprehensive benefits, including employer-supported medical insurance, optional dental and vision coverage, and additional employee benefits.

JPC-2699

Benefits:

• Health insurance
• Paid time off
• Retirement plan
• Vision insurance