Estate Planning Legal Assistant — On-Site in Wheaton, IL

Orion Placement

Wheaton (IL)

On-site

USD 37,000 - 75,000

Full time

2 days ago

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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.