Paralegal - Estate Planning

Prevueaps; Northbrook (IL); Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Flexible time off

401K profit sharing after one year

Job summary

Rhoades Levy Law Group P.C. in Northbrook, IL is seeking an experienced estate planning paralegal to join a fast-paced, collaborative team.

The ideal candidate has at least 3 years of estate planning experience, a paralegal certification is a plus, and strong skills in Microsoft Office and document management.

You will support attorneys in all phases of estate planning, manage client files, and help prepare trusts, wills and related documents.

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 resources (Outlook, Word, Excel), PDF software and document management software.
• Smokeball experience is a plus.
• Experience with trust administration, probate, and related software is a plus.

Responsibilities

• Support attorneys in all phases of estate planning.
• Draft estate planning documents including trusts and wills.
• Prepare powers of attorney for health care and property.
• Collect and organize financial data for revocable trusts.
• Manage and maintain client files, digital and physical.
• Conduct legal and financial research as needed.
• Communicate professionally with clients and advisors.
• Maintain confidentiality and exercise independent judgment.

Skills

Estate planning experience

Team player

Strong work ethic

Communication

Attention to detail

Education

Paralegal certification (plus)

Tools

Microsoft Office

Outlook

Word

Excel

PDF software

Document management software

Smokeball (experience)

CCH ProSystem fx (experience)

Job description

Rhoades Levy Law Group P.C., a Northbrook, Illinois-based law firm, is seeking a paralegal with significant experience in estate planning to join its rapidly growing and highly collaborative law firm.

The ideal candidate will have a strong work ethic and the desire to be a team player in a fast-paced, collaborative, and supportive environment.

Education and Experience

• Minimum of 3 years of experience as an estate planning paralegal
• Paralegal certification is a plus or relevant work experience will be considered
• Experience working with Microsoft Office resources (Outlook, Word, Excel), PDF software, document management software and ability to learn and use advanced software programs and new technology
• Smokeball (legal practice management system) experience is a plus
• Experience with some or more of the following areas is a plus: trust administration, probate, estate and gift tax preparation software (e.g., CCH ProSystem fx), purchase and sale agreements for businesses and commercial real estate, entity structures, and other corporate matters

Responsibilities

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

Key Attributes

• Superior oral and written communication skills
• Excellent proofreading, organization and time management skills
• Ability to produce accurate work product with a high attention to detail
• Self-starter who is comfortable simultaneously managing multiple tasks
• Comfortable in a fast-paced work environment

Our Core Values

• Excellence
• Transparency
• Integrity

Base compensation starts at $60,000+ dependent on experience. The firm has a 1,300-billable hours target for paralegals.

• Additional compensation includes a discretionary bonus, health, dental and vision paid at 50% for employee, flexible time off, and participation in RLLaw's 401K Profit Sharing Plan after one year of employment, which includes a 3% safe harbor contribution and a discretionary profit sharing contribution.
• RLLaw also offers flexible hours and legal assistant support.
• A limited work from home option (one to two days per week) may be considered after the paralegal has completed training and demonstrated strong proficiency and independence in the role.

RLLaw values a diverse workplace, provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type.