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Location : Illinois - Acorn Acres
Refer to Job # PLGB854409
Probate & Estate Planning Paralegal The candidate will open cases, input data and track cases through the process using the CRM software. Answer and make phone calls to clients, attorneys, guardians, and judges. Review and prepare emails to clients, attorneys, guardians, and judges. Draft and prepare correspondence, pleadings, notices, accountings, and E-file documents. Schedule court dates and client appointments and manage calendar. Provide weekly updates to attorney and red flag any issues that need to be addressed. Copy, scan, and email documents. Greet clients and assist with meeting preparation. Build rapport and maintain client relationships over time. Answer questions and provide information to prospective clients. Create and maintain a smooth, enjoyable estate planning experience. Collaborate with Heartlands Attorney on all aspects of drafting and delivery. Notarize documents/witnessing documents. Lead client meetings both live and via zoom. Create a meaningful and comfortable experience for the clients. Should have 2-5 years of relevant legal work experience and/or Paralegal work experience. Notary certification is desired.
Email: email@example.com NO CALLS PLEASE
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