Paralegal - Estate Planning

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

Gierach Law Firm, LLC in Naperville is seeking a detail-oriented Paralegal to join our Estate Planning Team. The successful candidate will support attorneys in all phases of estate planning, manage client files, and help ensure compliance.

Ideal candidates have at least five years in estate planning, knowledge of wills, trusts, and healthcare directives, and proficiency with Smokeball; Notary Public license is a plus. Office hours are standard with occasional after-hours meetings.

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

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

Skills

Attention to detail

Organization skills

Written communication

Verbal communication

Time management

Discretion/ confidentiality

Tools

Smokeball

Job description

The Gierach Law Firm is seeking a detail-oriented and experienced Paralegal 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

• Up to $75,000 salary - Commensurate with experience
• Employee Medical Plan