1099 Paralegal - Illinois Probate and Estate Planning Paralegal
Del.Trust - Legal Recruiting & Staffing has partnered with a Chicago, Illinois estate planning firm to fill the open position below:
POSITION SUMMARY
Work Type: Remote subcontractor through Del.Trust
Pay: $30/hour
Hours: 10-15 hours per week
Note: You MUST have experience with WealthDocx.
JOB DESCRIPTION

• Draft estate planning documents for attorney review using WealthDocx (Trusts, Wills, Ancillary documents)
• Probate accounting and inventory.
• Organization of assets, client files and utilize this data to produce reports
• Trust funding
• Draft correspondence
• Client Management
• Calendar Management
• File management

QUALIFICATIONS

• 2 years of estate planning experience
• 2 years experience using WealthCounsel software
• 2 years experience using Clio
• Remote/home office
• Motivated, reliable and able to work within a professional environment
• Experience and diligence in detailed time tracking
• Proficient in using document management systems and legal software.

Compensation
$30/hour