Legal secretary estate planning
The Gierach Law Firm is seeking a detail-oriented and experienced 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.
- 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
- 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.
- Primarily office-based with standard business hours, some flexibility may be required.
- Occasional client meetings or signings may occur outside of normal office hours.
- Up to $75,000 salary - Commensurate with experience
- Employee Medical Plan
- Disability Insurance
- Life Insurance
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