Kelleher + Holland, LLC · 4 weeks ago
Estate Planning Paralegal
Barrington, IL
Full-time
Onsite
Mid Level
3+ years expKelleher + Holland, LLC is seeking an experienced and detail-oriented Estate Planning Paralegal to support our growing estate planning practice. This role is integral to delivering exceptional client service and ensuring the accurate and timely preparation of estate planning and estate administration matters.
AdviceLegalReal Estate
Responsibilities
Assist attorneys with estate planning matters, including drafting and managing funding letters and follow-up action items
Draft estate planning documents, including wills, trusts, powers of attorney, and related instruments (experience with WealthCounsel is a plus)
Coordinate document execution, notarization, and client signings
Manage client correspondence and track key milestones in estate planning and administration matters
Gather, review, and organize client financial and asset information, including bank, brokerage, and real estate documentation
Maintain and organize electronic and hard-copy client files and document management systems
Maintain calendars and schedule meetings, signings, and hearings
Track case-related expenses and prepare client matter packages
Answer, screen, and initiate phone calls and emails with clients, attorneys, and third parties
Prepare probate and estate administration filings as needed
Conduct legal and financial research as requested
Format, proofread, and finalize legal documents with precision and consistency
Maintain and update templates, checklists, and practice-area resources
Provide exceptional client service with empathy, particularly during sensitive or emotional situations
Maintain strict confidentiality and exercise sound independent judgment
Perform additional duties and special projects as assigned
Qualification
Required
Minimum 3 years of experience in estate planning and/or estate administration
Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams)
Strong organizational, time management, and proofreading skills
Excellent written and verbal communication skills
Knowledge of estate planning and probate procedures
Ability to manage sensitive matters with professionalism, empathy, and discretion
Familiarity with legal terminology, document formatting, and case file management
Ability to prioritize tasks and meet deadlines in a fast-paced environment
Strong interpersonal skills and collaborative mindset
Comfortable working independently and as part of a team
Typing speed of 60+ WPM preferred
Preferred
Experience with WealthCounsel
Bachelor's degree and/or paralegal certificate
Benefits
401(k) with employer matching
Health, dental, vision, and life insurance
Paid time off
Company
Kelleher + Holland, LLC
At Kelleher + Holland, LLC clients will encounter a law firm dedicated to protecting clients’ families, businesses and futures.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Holland
Founding Member
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