Legal Secretary Estate Planning

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.