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Legal Secretary Estate Planning
Legal Secretary Estate PlanningGierach Law Firm • Naperville, IL, US
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Legal Secretary Estate Planning

Legal Secretary Estate Planning

Gierach Law Firm • Naperville, IL, US
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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 :

  • 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 firms needs. Please, no direct inquiries or agency submissions.

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    Legal Secretary • Naperville, IL, US

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