Estate Planning Paralegal

Creative Planning; Chicago (IL); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Creative Planning seeks an Estate Planning Paralegal to support attorneys with accurate, efficient handling of tasks in the estate planning group.

You will assist with drafting plans, conducting legal research, and managing client communications, billing, and calendars. Remote work is permissible after a 90-day training period, with a strong emphasis on accuracy and professional collaboration.

Qualifications

• Bachelor’s degree or Paralegal Certificate.
• Efficient, detail-oriented and accurate.
• 1+ years of Paralegal experience in Estate Planning (preferred).

Responsibilities

• Take on duties from the attorney with focus on accuracy and efficiency.
• Provide administrative and substantive legal support in estate planning.
• Draft plans and documents with knowledge requested by attorney.
• Draft plans in HotDocs and manage client communications.
• Assist with client signings and legal research as needed.
• Monitor statutory changes and relay updates to staff and attorneys.
• Communicate with clients, wealth managers, and financial planners (no practice of law).
• Manage billing reports and attorney calendar.
• Work from home allowed after 90-day training period.

Skills

Attention to detail

Efficiency

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Adobe

Job description

The paralegal’s primary responsibility is to take on as much work from the attorney as possible, with a focus on accuracy and efficiency.

The Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.

Job Duties:

• Can perform all duties described in prior sections of Legal Administrative Assistant and Legal Assistant
• Self-directed practice management with Attorney oversight
• Drafts full and substantive plans with functional knowledge of documents to the extent requested by attorney
• Ability to draft plans in HotDocs
• May perform In-office signings with no supervision
• Ability to conduct legal research – take initiative on synthesizing answers to legal questions
• Is aware of statutory changes that occur in specialized areas of interest and relays the changes internally to staff and Attorneys – Maintains awareness of communicated relevant changes of law
• Has extended communication with clients, wealth managers, and financial planners regarding attorney notes and knowledge of documents, with no practice of law
• Manages billing reports and calendar
• Work from home is allowed after 90-day training period.

Required Experience/ Qualifications:

• Bachelor’s degree or Paralegal Certificate
• Efficient, detail-oriented and accurate

Preferred Experience/ Qualifications:

• 1 or more years of Paralegal Experience in Estate Planning

Technical Skills:

• Proficient in Microsoft Office and Adobe