Trust & Estates Legal Coordinator Job at Dunson & Associates Inc., Chicago, IL

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  • Dunson & Associates Inc.
  • Chicago, IL

Job Description

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

Job Tags

Shift work,

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