- Bachelor's degree or paralegal certification from an accredited institution.
- Previous experience as an Estate Planning and Probate Paralegal.
- Strong organizational and time-management skills, with the ability to manage multiple tasks simultaneously.
- Excellent written and verbal communication skills, with acute diligence.
- Demonstrated sensitivity and empathy when dealing with clients during delicate estate planning and probate matters.
- Familiarity with relevant estate planning and probate laws and regulations.
- Proficiency in legal research techniques and resources.
- Ability to work independently and collaboratively within a legal team.
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Estate Planning Paralegal - Chicago, United States - Latimer LeVay Fyock LLC
Description
Latimer LeVay Fyock LLC is currently seeking a dynamic and initiative-taking Estate Planning Paralegal to join our team. In this crucial role, you will work closely with attorneys and clients in the preparation of estate planning documents and management of estate and trust administration matters. Your expertise and professionalism will help ensure our clients receive exceptional legal services during crucial and sensitive times.We are searching for candidates with a minimum of 3 years of experience in Estate Planning and Administration, possessing immediate transferrable skills and a dedication to excellence.
Responsibilities:
Document Preparation: Assist attorneys in drafting and reviewing various estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives, and beneficiary designations, ensuring accuracy and compliance with legal standards.
Client Communication: Communicate with clients to gather essential information for estate planning purposes and provide regular updates on estate and trust administration matters, offering compassionate and professional assistance during emotionally challenging times.
Probate and Trust Administration: Assist in probate and trust administration processes by preparing and filing court documents, maintaining case calendars, compiling data, preparing accountings, assisting with tax documents and deadlines, and facilitating asset transfers to beneficiaries. While not mandatory, estate and gift tax preparation experience a plus.
Legal Research: Conduct legal research to support estate planning and probate matters, staying up to date with relevant laws and regulations.
Client Record Management: Maintain organized and confidential physical and digital client files, ensuring all documents and communications are accurately recorded and maintained.
Meeting Support: Prepare materials for and attend client meetings.
Collaboration with Attorneys and Team: Foster teamwork by collaborating with attorneys, fellow paralegals, and administrative staff to ensure seamless operations and exceptional client service.
Compliance and Deadlines: Monitor and track deadlines for estate planning documents, probate filings, and trust administration tasks to ensure timely completion.
Requirements:
We offer competitive compensation packages commensurate with experience. Join us in providing top-tier legal services to our valued clients.
Please submit resume to
About Latimer LeVay Fyock LLC:
Latimer LeVay Fyock LLC is committed to providing sophisticated and attentive legal services to its clients over a wide array of legal disciplines. Our aim is to deliver sound legal advice to our clients within the specific context of their respective business and personal objectives. We focus on our clients' practical business goals as the basis for our advice and representation.
Our firm is comprised of a group of accomplished attorneys with a broad range of areas of expertise. Founded in 2003, our firm set out to fill a niche in the Chicagoland market, which has expanded into the Midwestern states, servicing middle-market companies and their principals with the high-quality legal work clients expect from a large law firm but in an efficient and cost-effective manner as we aggressively pursue our clients' desired goals.
Attention to detail and sensitivity to our clients' needs have enabled LLF to build long-term relationships. Our business model continues to drive our firm. Our attorneys combine many years of legal experience with cutting-edge legal knowledge to provide value-added legal services to a client base consisting of a variety of manufacturing and service businesses, sophisticated financial institutions and accomplished individuals and entrepreneurs.
The number of lawyers needed to maintain the quality and depth of the services our clients require has grown since our establishment in 2003, but the personal service and attention to our clients' needs have remained the focus. When appropriate, the firm's lawyers often collaborate on the transactional and litigation matters we handle, bringing their respective expertise and experience to create a synergy that maximizes the firm's strengths to the clients' benefit.