Paralegal Estate Planning

Gierach Law Firm; Naperville (IL); On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

Employee Medical Plan

Disability Insurance

Life Insurance

Job summary

A law firm specializing in estate planning is seeking an experienced Paralegal to join their team in Naperville. The successful candidate will draft estate planning documents, manage client files, and communicate with clients and other parties. A minimum of 5 years experience in estate planning, strong understanding of relevant terminology, and a Notary Public license are required. This position offers a salary up to $75,000 based on experience, along with medical and insurance benefits.

Qualifications

• Minimum 5 years' experience in estate planning or a related legal field.
• Strong understanding of estate planning documents, terminology, and procedures.
• Notary Public license required.

Responsibilities

• Draft estate planning documents including wills and trusts.
• Collect and organize client financial, personal, and asset information.
• Manage client files both digital and physical.
• Monitor deadlines and maintain tickler systems.
• Communicate with clients, financial advisors, and third parties.

Skills

Attention to detail

Organizational skills

Communication skills

Proficiency in Microsoft Office Suite

Ability to manage multiple tasks

Discretion with confidential information

Tools

Legal practice management software

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.

Disability Insurance.

Life Insurance.

To Apply:

Please submit a cover letter along with your resume and send to [e-mail]. Thank you for considering this opportunity. We will contact candidates whose qualifications best match our firm’s needs. Please, no direct inquiries or agency submissions.