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Trust & Estate Legal Assistant

Jobot

Chicago, IL

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JOB DETAILS
SALARY
$65,000–$90,000 Per Year
LOCATION
Chicago, IL
POSTED
Today
3+ years experience in trust & estates | Downtown Chicago | Hybrid schedule

This Jobot Job is hosted by: Natasha van der Griendt
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $65,000 - $90,000 per year

A bit about us:

Our client is an established mid-sized law firm in downtown Chicago with a growing Trust & Estate practice. The firm values teamwork, responsiveness, and maintaining a positive work culture. They offer a modern office environment and flexible work arrangements for experienced legal support professionals.

Why join us?
  • Hybrid work schedule
  • Comprehensive benefits package
  • Supportive team environment
  • Professional growth opportunities


Job Details

What you'll do:

  • Prepare, edit, and format a variety of estate planning documents including wills, trusts, and powers of attorney
  • Support attorneys through all phases of the estate planning process, from new client intake through file closing
  • Coordinate and attend document signings, serving as witness and/or notary as needed
  • Compile and distribute completed estate plan closing binders in both physical and electronic formats
  • Assist with trust administration matters including asset identification and coordination
  • Manage attorney calendars, schedule client meetings, and maintain ongoing follow-up schedules for active client matters
  • Handle client-facing communications professionally and within the scope of attorney direction
  • Assist with billing functions including invoice distribution, statement preparation, and balance tracking
  • Maintain and organize physical and electronic files using document management systems
  • Prepare attorney expense reports and assist with CLE tracking as needed
  • Provide occasional reception coverage on an as-needed basis

What you bring:

  • 2+ years of legal assistant or legal secretary experience in estate planning, trusts, or wealth management
  • Advanced proficiency in Microsoft Word including formatting and styles, Outlook, and PDF manipulation
  • Experience with document management systems, electronic signature platforms, and redlining tools
  • Strong proofreading, editing, and attention to detail
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Professional demeanor with a high degree of discretion and confidentiality
  • Notary commission a plus


Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com