Estate Planning Paralegal — Flexible Hours & Growth

Rhoades Levy Law Group P.C.; Northbrook (IL); Hybrid; USD 63,000 - 77,000; Full time

Benefits offered by this job

Health, dental and vision insurance (p

Paid time off

401k/profit sharing plan

Flexible hours

Limited work-from-home days

Job summary

Rhoades Levy Law Group P.C. in Northbrook, IL seeks an experienced estate planning paralegal to join a collaborative team. The role involves drafting trusts, wills, and health/property powers of attorney, and assisting attorneys throughout all stages of estate planning.

The ideal candidate has strong organizational and communication skills, attention to detail, and comfort working in a fast-paced environment. A partial work-from-home option may be available after training.

Qualifications

• Minimum of 3 years of experience as an estate planning paralegal.
• Paralegal certification is a plus or relevant work experience will be considered.
• Experience with Microsoft Office, PDF software, document management software, and ability to learn new programs.
• Smokeball experience is a plus.
• Familiarity with trusts, wills, powers of attorney and related documents is beneficial.

Responsibilities

• The successful candidate will support attorneys in all phases of estate planning.
• Draft estate planning documents including revocable and irrevocable trusts, wills and powers of attorney.
• Collect and organize financial and asset data to assist clients with funding of revocable trusts.
• Manage and maintain client files, digital and physical, per firm policies.
• Conduct legal and financial research as needed.
• Communicate professionally with clients, financial advisors, and third parties.
• Maintain confidentiality and exercise independent judgment.

Skills

Communication skills

Proofreading

Organization

Time management

Attention to detail

Team player

Self-starter

Education

Paralegal certification

Tools

Microsoft Office

PDF software

Document management software

Smokeball

Job description

Rhoades Levy Law Group P.C. in Northbrook, IL seeks an experienced estate planning paralegal to join a collaborative team. The role involves drafting trusts, wills, and health/property powers of attorney, and assisting attorneys throughout all stages of estate planning.

The ideal candidate has strong organizational and communication skills, attention to detail, and comfort working in a fast-paced environment. A partial work-from-home option may be available after training.