Legal Assistant - Estate Planning

Huck Bouma, PC; Wheaton (IL); On-site; USD 42,000 - 64,000; Full time

Job summary

Huck Bouma, PC, a leading western suburban Chicago law firm, seeks an estate planning secretary with 3–5 years of experience to join its Estate Planning Group. The role emphasizes attention to detail, deadline-oriented performance, and meaningful client interaction.

The ideal candidate will handle document preparation, calendar management, and routine client communications, leveraging Word, Excel, and specialized tools.

Qualifications

• Minimum 3–5 years experience in estate planning matters.
• Experience with sophisticated estate planning and estate administration.
• Ability to thrive in a fast-paced environment with a positive attitude.

Responsibilities

• Support estate planning group with document preparation and client correspondence.
• Manage calendars, deadlines and scheduling for attorneys.
• Coordinate client communications and file upkeep using legal software.

Skills

Detail oriented

Deadline oriented

Client interaction

Tools

WordPerfect

Microsoft Word

Microsoft Excel

WealthCounsel

Time Matters

Juris

Job description

The leading western suburban Chicago law firm has an immediate need for a detail-oriented estate planning secretary with one to three years of experience to join its Estate Planning Group.

The ideal candidate must have 3 - 5 years of experience working on sophisticated estate planning and estate administration matters, have a ‘deadline oriented’ attitude, and a desire for significant client interaction.

Experience with Word Perfect, Word and Excel is a must.

Knowledge of WealthCounsel, Time Matters and Juris, a plus.

All candidates must have a professional, positive and cheerful attitude with the ability to handle a fast-paced environment.

Equal Opportunity Employer