What are the responsibilities and job description for the Estate Planning Paralegal position at W3Global?
Opportunity: Estate Planning Paralegal | Northbrook, IL | Full-time
Role Overview
We are a Northbrook, Illinois-based law firm, seeking a paralegal with significant experience in estate planning to join its rapidly growing and highly collaborative law firm.
The ideal candidate will have a strong work ethic and the desire to be a team player in a fast-paced, collaborative, and supportive environment.
Education And Experience
Pay: $60,000 - $70,000 base salary dependent on experience. The firm has a 1,300-billable hours target for paralegals.
Benefits: discretionary bonus, health, dental and vision paid at 50% for employee, flexible time off, and participation in 401K Profit Sharing Plan after one year of employment, which includes a 3% safe harbor contribution and a discretionary profit sharing contribution.
Other: We also offers flexible hours and legal assistant support. A limited work from home option (one to two days per week) may be considered after the paralegal has completed training and demonstrated strong proficiency and independence in the role.
Role Overview
We are a Northbrook, Illinois-based law firm, seeking a paralegal with significant experience in estate planning to join its rapidly growing and highly collaborative law firm.
The ideal candidate will have a strong work ethic and the desire to be a team player in a fast-paced, collaborative, and supportive environment.
Education And Experience
- Minimum of 3 years of experience as an estate planning paralegal
- Paralegal certification is a plus or relevant work experience will be considered
- Experience working with Microsoft Office resources (Outlook, Word, Excel), PDF software, document management software and ability to learn and use advanced software programs and new technology
- Smokeball (legal practice management system) experience is a plus
- Experience with some or more of the following areas is a plus: trust administration, probate, estate and gift tax preparation software (e.g., CCH ProSystem fx), purchase and sale agreements for businesses and commercial real estate, entity structures, and other corporate matters
- The successful candidate will support attorneys in all phases of estate planning
- Draft estate planning documents to include revocable and irrevocable trusts, wills, powers of attorney for health care and property, and related documents
- Collect and organize financial and asset data to assist clients with funding of revocable trusts, including preparing deeds, assignments and related documents
- Manage and maintain client files, both digital and physical, in accordance with firm policies
- Conduct legal and financial research as needed
- Communicate professionally with clients, financial advisors, and other third parties
- Maintain confidentiality and exercise independent judgment
- Superior oral and written communication skills
- Excellent proofreading, organization and time management skills
- Ability to produce accurate work product with a high attention to detail
- Self-starter who is comfortable simultaneously managing multiple tasks
- Comfortable in a fast-paced work environment
- Excellence
- Transparency
- Integrity
Pay: $60,000 - $70,000 base salary dependent on experience. The firm has a 1,300-billable hours target for paralegals.
Benefits: discretionary bonus, health, dental and vision paid at 50% for employee, flexible time off, and participation in 401K Profit Sharing Plan after one year of employment, which includes a 3% safe harbor contribution and a discretionary profit sharing contribution.
Other: We also offers flexible hours and legal assistant support. A limited work from home option (one to two days per week) may be considered after the paralegal has completed training and demonstrated strong proficiency and independence in the role.
Salary : $60,000 - $70,000