Legal Secretary

Gierach Law Firm LLC; Illinois; On-site; USD 64,000 - 86,000; Full time

Benefits offered by this job

Employee Medical Plan

Disability Insurance

Life Insurance

Job summary

Gierach Law Firm LLC, based in Naperville, Illinois, seeks a detail-oriented Legal Secretary to support its Estate Planning Team. The role emphasizes managing client files, ensuring compliance, and facilitating clear client communication throughout the process.

Primary duties include drafting estate planning documents, collecting information from clients, and maintaining deadlines with tickler systems. Notary license and Smokeball experience are required.

Qualifications

• Minimum 5 years experience in estate planning or a related legal field.
• Strong understanding of estate planning documents, terminology, 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, advance healthcare directives, and amendments.
• Collect and organize financial, personal, and asset information from clients.
• Manage and maintain client files (digital and physical) in line with firm policies.
• Monitor deadlines and maintain tickler systems for follow-up.
• Maintain up-to-date knowledge of estate, tax, and probate laws.
• Communicate professionally with clients, financial advisors, and third parties.

Skills

Attention to detail

Organizational skills

Written communication

Verbal communication

Task management

Discretion

Microsoft Office

Education

Notary Public license

Tools

Smokeball

Job description

Job Description

We are seeking a detail-oriented and experienced Legal Secretary to join our Estate Planning Team in our Naperville office. The successful candidate will support attorneys in all phases of estate planning. They will play a critical role in managing client files, maintaining compliance, and facilitating clear communication with clients.

Key Responsibilities:

• Draft estate planning documents to include wills, trusts, powers of attorney, advance healthcare directives, and related amendments.
• Collect and organize financial, personal, and asset information from clients.
• Manage and maintain client files, both digital and physical, in accordance with firm policies.
• Monitor deadlines and maintain tickler systems for follow-up.
• Maintain up to date knowledge of relevant estate, tax, and probate laws.
• Communicate professionally with clients, financial advisors, and other third parties.

Qualifications:

• Minimum 5 years experience in estate planning or a related legal field.
• Strong understanding of estate planning documents, terminology, and procedures.
• Experience with legal practice management software such as Smokeball.
• Notary Public license

Key Skills:

• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Professional demeanor and discretion with confidential information.
• Proficient in Microsoft Office Suite.

Working Conditions:

• Primarily office-based with standard business hours, some flexibility may be required.
• Occasional client meetings or signings may occur outside of normal office hours.

Pay & Benefits:

• $75,000 salary - Commensurate with experience
• Employee Medical Plan
• Disability Insurance
• Life Insurance