Gierach Law Firm, LLC ยท 1 day ago
Legal Secretary
Gierach Law Firm, LLC is seeking a detail-oriented and experienced Legal Secretary to join their Estate Planning Team in Naperville. The successful candidate will support attorneys in all phases of estate planning, managing client files, maintaining compliance, and facilitating communication with clients.
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
Qualification
Required
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
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
Benefits
Employee Medical Plan after 90 days
Disability Insurance
Life Insurance
Company
Gierach Law Firm, LLC
The Gierach Law Firm provides exceptional legal services including business law, Outsourced General Counsel, tax law, and estate planning.
Funding
Current Stage
Early StageCompany data provided by crunchbase