Chicago, IL
1 day ago
Trust & Estates Legal Coordinator

Note: This position requires employees to be on-site five days a week at our client’s Chicago, IL office.
Note: You must have at least 5 years of experience in trusts & estates, and be proficient in Microsoft Word and Outlook. If you do not meet this requirement, please do not schedule a call, as it will be canceled.

About Our Client

Our client is a highly respected and forward-thinking law firm known for its commitment to exceptional client service and a strong internal culture. They serve a mix of entrepreneurs, private companies, and high-net-worth individuals across a variety of practice areas, and they place great value on collaboration, innovation, and a people-first approach.

Job Description

Coordinate directly with clients regarding estate planning documents and signing appointments Prepare estate execution packages and manage all post-signing follow-ups Witness and notarize estate planning documents Format and revise wills, trusts, powers of attorney, and related documents Maintain organized digital and physical client files Collect, compile, and process sensitive financial and legal documents Draft and edit letters, emails, and general correspondence Handle incoming mail, emails, and document scanning Manage attorney calendars and schedule meetings using Outlook Process billing, invoices, credit card reconciliations, and reimbursements Make travel and restaurant reservations as needed Assist with other administrative tasks and special projects

Qualifications

Minimum 5 years of experience in a legal assistant or legal coordinator role within trusts & estates Strong communication, proofreading, and organizational skills Able to work well under pressure and adapt to shifting priorities Proficient in Microsoft Word and Outlook; Adobe Acrobat and DocuSign a plus Familiarity with iManage and HotDocs strongly preferred Notary public (or willingness to become one) Comfortable taking initiative and managing projects independently

Why This Is a Great Opportunity

Work with a firm that values your contributions and offers long-term growth potential Join a well-established trusts & estates group with a supportive and collaborative team Gain exposure to sophisticated estate planning work for high-net-worth clients Benefit from a stable and structured law firm with great internal systems and tools Generous compensation, benefits, and opportunities for performance-based bonuses

Benefits:

Dental insurance Health insurance Paid time off Retirement plan Vision insurance JPC-310 #LI-SK3
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