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Estate • naperville il
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Legal Secretary Estate Planning
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Job Description
Job Description
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.
Qualifications :
Key Skills :
Working Conditions :
Pay & Benefits :
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 firms needs. Please, no direct inquiries or agency submissions.