- Prepare, proofread, and organize estate planning documents, including wills, trusts, powers of attorney, and related correspondence
- Manage electronic client files, attorney calendars, deadlines, and workflow tracking
- Coordinate client intake, collect required information, and maintain clear, professional communication throughout the planning process
- Assist with assembling asset lists, document binders, summaries, and materials for attorney review
- Maintain office systems, records, supplies, and general administrative functions
- Support billing and invoicing processes (Timeslips experience a plus)
- 3+ years of estate planning or relevant office experience
- Strong proficiency in Microsoft Excel, including formulas
- Excellent attention to detail, organization, and follow‑through
- Professional communication skills, both written and verbal
- Experience with law firm billing systems preferred (Timeslips helpful)
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Legal Assistant - Chicago - Robert Half
Description
A sophisticated boutique estate planning law firm in Chicago is seeking an experienced Legal Assistant to support its growing practice. The ideal candidate will bring 3+ years of estate planning and/or professional office experience, strong organizational skills, and the ability to thrive in a collaborative, detail‑driven environment.
Key Responsibilities
Requirements
This is an in‑office role for the first six months - hybrid schedule will be offered thereafter.
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