About this position

The paralegal’s primary responsibility is to take on as much work from the attorney as possible, with a focus on accuracy and efficiency.

If the following job requirements and experience match your skills, please ensure you apply promptly.

The Estate Planning Paralegal provides administrative and substantive legal support to the attorneys of Creative Planning’s legal department.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

Job Duties:

Can perform all duties described in prior sections of Legal Administrative Assistant and Legal Assistant
Self-directed practice management with Attorney oversight
Drafts full and substantive plans with functional knowledge of documents to the extent requested by attorney
Ability to draft plans in HotDocs
May perform In-office signings with no supervision
Ability to conduct legal research – take initiative on synthesizing answers to legal questions
Is aware of statutory changes that occur in specialized areas of interest and relays the changes internally to staff and Attorneys – Maintains awareness of communicated relevant changes of law
Has extended communication with clients, wealth managers, and financial planners regarding attorney notes and knowledge of documents, with no practice of law
Manages billing reports and calendar
Work from home is allowed after 90-day training period. xuwmhxw

Required Experience/ Qualifications:

Preferred Experience/ Qualifications:

Technical Skills:

Salary Range: $50,000 - $58,000

Location and commute

Chicago, IL 60290.

Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.

Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3200494836.