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Paralegal - Estate Planning

Gierach Law Firm

Naperville, IL

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JOB DETAILS
SKILLS
Attorney, Communication Skills, Detail Oriented, Develop and Maintain Customers, Estate Planning, File Maintenance, File Management, Health Plan, Healthcare, Legal, Life Insurance, Maintain Compliance, Microsoft Office, Multitasking, Organizational Skills, Paralegal, Practice Management Software, Presentation/Verbal Skills, Probate, Sales Management, Systems Maintenance, Tax Regulations, Time Management, Writing Skills
LOCATION
Naperville, IL
POSTED
30+ days ago
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 BrianT@GierachLawFirm.com.  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.

About the Company

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Gierach Law Firm