Legal Staff Legal Secretary in Naperville, IL

Law Firm

Naperville, IL

Legal Staff Legal Secretary in Naperville, IL

Legal Staff

Min 5 yrs required

No

Legal Secretary

About the job

The law firm is seeking a detail-oriented and experienced Legal Secretary to join the Estate Planning Team. The successful candidate will support attorneys in all phases of estate planning, playing a critical role in managing client files, maintaining compliance, and facilitating clear communication with clients.

Job Responsibilities

- Draft estate planning documents, including 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.

Education and Experience Information

- Minimum 5 years of 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, though some flexibility may be required.
- Occasional client meetings or signings may occur outside of normal office hours.

Salary Information

- $75,000 salary, commensurate with experience.
- Employee Medical Plan.
- Disability Insurance.
- Life Insurance.