Paralegal

Job Description

Job Description

Paralegal

Position Summary :

The Estate Planning Paralegal is responsible for supporting 2 attorneys in all aspects of estate planning. This includes drafting legal documents, managing case files, coordinating with clients and institutions, and ensuring accurate, timely execution of tasks. This role requires strong organizational skills, attention to detail, and a client-focused approach.

Responsibilities :

• Prepare conflict checks for potential new clients
• Assist attorneys with funding letters to clients and follow-up with action items required
• Manage client correspondence and track key milestones in estate matters
• Coordinate document execution and notarization, as needed
• Maintain calendars and schedule meetings, signings, and hearings
• Track related case expenses and prepare client matter packages
• Answer, screen, and initiate client and attorney phone calls and emails
• Gather and organize client financial and asset data, including bank, brokerage, and real estate documents
• Draft estate planning documents including wills, trusts, powers of attorney, and related instruments using WealthCounsel a plus
• Maintain hard copy and electronic client files and document databases
• Provide exceptional client service with sensitivity during time of loss
• Conduct legal and financial research as needed
• Format, proofread, and finalize documents with precision
• Maintain up-to-date templates, checklists, and practice area resources
• Provide reception support as needed
• Maintain confidentiality and exercise independent judgment
• Prepare probate and estate administration filings as needed

Required Skills :

Hours : 9 : 00am - 5 : 00pm

Education / Training :

Benefits :

Company Description

Banner Personnel Service opened its doors on September 28, 1970. As a Woman Business Enterprise (WBE) certified by the City of Chicago, Banner is a full service placement firm specializing in Support Professionals, Sales and Marketing, Industrial, Medical, and Accounting and Finance. We continue to provide qualified temporary, temp-to-hire and direct hire talent to hundreds of clients in the Chicago metropolitan area with offices located in Chicago, Libertyville and Naperville. Banner Personnel is an Equal Employment Opportunity company.

Company Description

Banner Personnel Service opened its doors on September 28, 1970. As a Woman Business Enterprise (WBE) certified by the City of Chicago, Banner is a full service placement firm specializing in Support Professionals, Sales and Marketing, Industrial, Medical, and Accounting and Finance. We continue to provide qualified temporary, temp-to-hire and direct hire talent to hundreds of clients in the Chicago metropolitan area with offices located in Chicago, Libertyville and Naperville. Banner Personnel is an Equal Employment Opportunity company.