Estate Planning Legal Assistant

Legal Assistant – Estate Planning
Location: Wheaton, IL
Schedule: Full‑time, in‑office (5 days per week)

Overview

A well‑established law firm in the western suburbs of Chicago is seeking an experienced Legal Assistant to join its Estate Planning Practice Group. This is a full‑time, in‑office position supporting attorneys with sophisticated estate planning and estate administration matters.

This role is best suited for a detail‑oriented legal assistant who has hands‑on estate planning experience, enjoys client interaction, and thrives in a deadline‑driven environment.

Responsibilities

• Prepare, revise, and proofread estate planning and estate administration documents
• Provide day‑to‑day legal and administrative support to estate planning attorneys
• Maintain client files, calendars, and deadlines with a high level of accuracy
• Communicate with clients regarding document execution, scheduling, and routine follow‑ups
• Assist with document execution and coordination of signing appointments
• Support general practice group and office needs as required

Qualifications

• Minimum of 5 years of legal assistant or legal secretary experience
• Estate planning experience is required
• Strong organizational and time management skills with a deadline‑oriented mindset
• Excellent written and verbal communication skills
• Professional, positive, and approachable demeanor
• Ability to manage multiple priorities in a fast‑paced, in‑office environment

Technical Skills

• Proficiency in WordPerfect, Microsoft Word, and Excel required
• Experience with WealthCounsel, Time Matters, and Juris is a plus

Compensation

• $60k+

Why Consider This Role?

• Stable, full‑time position within an established estate planning practice
• Meaningful client interaction and responsibility
• Supportive, team‑oriented environment
• Opportunity to work on sophisticated estate planning matters within a dedicated practice group