Paralegal - Estate Planning

Rhoades Levy Law Group P.C.; Northbrook (IL); Hybrid; USD 63,000 - 77,000; Full time

Benefits offered by this job

Health, dental and vision insurance (p

Paid time off

401k/profit sharing plan

Flexible hours

Limited work-from-home days

Job summary

Rhoades Levy Law Group P.C. in Northbrook, IL seeks an experienced estate planning paralegal to join a collaborative team. The role involves drafting trusts, wills, and health/property powers of attorney, and assisting attorneys throughout all stages of estate planning.

The ideal candidate has strong organizational and communication skills, attention to detail, and comfort working in a fast-paced environment. A partial work-from-home option may be available after training.

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, PDF software, document management software, and ability to learn new programs.
• Smokeball experience is a plus.
• Familiarity with trusts, wills, powers of attorney and related documents is beneficial.

Responsibilities

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

Skills

Communication skills

Proofreading

Organization

Time management

Attention to detail

Team player

Self-starter

Education

Paralegal certification

Tools

Microsoft Office

PDF software

Document management software

Smokeball

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:

• Transparency
• Integrity

Base compensation starts at $70,000+ dependent on experience. The firm has a 1,300-billable hours target for paralegals. Additional compensation includes a discretionary bonus, paid time off, and a 3% safe harbor 401K contribution after one year of employment. Health, dental and vision is paid at 50% for the employee.

RLLaw offers the ability to participate in benefits programs, including health insurance, paid time off, and 401k/profit sharing plan participation.

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.