Trust & Estates Legal Coordinator
Trust & Estates Legal Coordinator
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 70000 - 85000
1 Vacancy
Job Description
Note: This position requires employees to be on-site five days a week at our clients 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
Required Experience:
IC
Employment Type
Full-Time
