Paralegal Estate Planning in Naperville

Energy Jobline ZR; Naperville (IL); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Employee Medical Plan

Job summary

The Gierach Law Firm, Naperville, is seeking a detail-oriented Paralegal / Legal Secretary to join our Estate Planning Team. The role supports attorneys in all phases of estate planning and manages client files, deadlines, and communications.

Ideal candidates have 5+ years in estate planning, strong document knowledge, and proficiency with Smokeball and MS Office. Notary Public license preferred. Office-based with standard hours.

Qualifications

• Minimum 5 years experience in estate planning or related legal field.
• Strong understanding of estate planning documents, terminology, and procedures.
• Experience with Smokeball legal software.

Responsibilities

• Draft estate planning documents including wills, trusts, powers of attorney, directives.
• Collect and organize client financial and personal information.
• Maintain client files and comply with firm policies.
• Monitor deadlines and tickler systems for follow-up.
• Stay up to date on estate, tax, probate laws.
• Communicate professionally with clients and third parties.

Skills

Attention to detail

Organization

Communication

Time management

Discretion

Microsoft Office

Education

Notary Public license

Tools

Smokeball

Job description

Job Description

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