Estate Planning Legal Secretary - Notary & Detail-Oriented

Gierach Law Firm, LLC; Naperville (IL); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Employee Medical Plan

Job summary

The Gierach Law Firm, LLC in Naperville seeks an experienced Legal Secretary to support our Estate Planning Team. You will manage client files, draft documents, and coordinate with attorneys, clients, and third parties to ensure smooth workflows.

This role requires at least five years in estate planning or a related legal field, proficiency with Smokeball, and a Notary Public license. You will handle deadlines, maintain tickler systems, and keep up-to-date on applicable laws.

Qualifications

• Minimum 5 years of estate planning or related legal experience.
• Strong knowledge of estate planning documents and procedures.
• Experience with Smokeball or similar practice management software.
• Notary Public license required.

Responsibilities

• Draft estate planning documents including wills, trusts, powers of attorney, and directives.
• Collect and organize client financial, personal, and asset information.
• Maintain client files (digital and physical) per firm policies.
• Monitor deadlines and tickler systems for follow-ups.
• Communicate with clients, advisors, and third parties professionally.
• Stay updated on estate, tax, and probate laws.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Multitasking

Professional discretion

Microsoft Office proficiency

Education

Notary Public license

Tools

Smokeball

Job description

The Gierach Law Firm, LLC in Naperville seeks an experienced Legal Secretary to support our Estate Planning Team. You will manage client files, draft documents, and coordinate with attorneys, clients, and third parties to ensure smooth workflows.

This role requires at least five years in estate planning or a related legal field, proficiency with Smokeball, and a Notary Public license. You will handle deadlines, maintain tickler systems, and keep up-to-date on applicable laws.