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Note: This position requires employees to be on-site five days a week at our client’s Chicago, IL office.Note: You must have at least 5 years of experience in trusts & estates, and be proficient in Microsoft Word and Outlook. If you do not meet this requirement, please do not schedule a call, as it will be canceled.
About Our Client
Our client is a highly respected and forward-thinking law firm known for its commitment to exceptional client service and a strong internal culture. They serve a mix of entrepreneurs, private companies, and high-net-worth individuals across a variety of practice areas, and they place great value on collaboration, innovation, and a people-first approach.
Job Description
- Coordinate directly with clients regarding estate planning documents and signing appointments
- Prepare estate execution packages and manage all post-signing follow-ups
- Witness and notarize estate planning documents
- Format and revise wills, trusts, powers of attorney, and related documents
- Maintain organized digital and physical client files
- Collect, compile, and process sensitive financial and legal documents
- Draft and edit letters, emails, and general correspondence
- Handle incoming mail, emails, and document scanning
- Manage attorney calendars and schedule meetings using Outlook
- Process billing, invoices, credit card reconciliations, and reimbursements
- Make travel and restaurant reservations as needed
- Assist with other administrative tasks and special projects
Qualifications
- Minimum 5 years of experience in a legal assistant or legal coordinator role within trusts & estates
- Strong communication, proofreading, and organizational skills
- Able to work well under pressure and adapt to shifting priorities
- Proficient in Microsoft Word and Outlook; Adobe Acrobat and DocuSign a plus
- Familiarity with iManage and HotDocs strongly preferred
- Notary public (or willingness to become one)
- Comfortable taking initiative and managing projects independently
Why This Is a Great Opportunity
- Work with a firm that values your contributions and offers long-term growth potential
- Join a well-established trusts & estates group with a supportive and collaborative team
- Gain exposure to sophisticated estate planning work for high-net-worth clients
- Benefit from a stable and structured law firm with great internal systems and tools
- Generous compensation, benefits, and opportunities for performance-based bonuses
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
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