Overview
Estate Planning & Business Paralegal Jobs in Libertyville, USA at Synectics Inc
We are seeking a sophisticated boutique law firm, is seeking a highly organized Estate Planning & Business Paralegal to support a fast-paced trusts, estates, and business practice. This is a client-facing role with end-to-end involvement from intake through execution and implementation.
Key Responsibilities
- Client & Matter Management
- Manage client intake, onboarding, and file organization
- Serve as a key point of contact for clients and advisors
- Prepare asset summaries and support case strategy
- Track timelines, deadlines, and compliance requirements
- Estate Planning
- Draft estate planning documents (wills, trusts, powers of attorney, directives)
- Prepare amendments, funding documents, and implementation materials
- Coordinate execution processes including notarization and documentation
- Support post-execution activities and trust funding
- Business Support
- Draft business documents (operating agreements, resolutions, ownership records)
- Maintain corporate records and entity documentation
- Monitor compliance requirements and filings
- Assist with business successi on and restructuring initiatives
Qualifications
- 2-5+ years of estate planning or trusts & estates experience
- Strong drafting and organizational skills
- Proficiency in Microsoft Office and case management systems
- Experience with estate planning software (e.g., Wealth Counsel) preferred
- Bachelor’s degree or paralegal certification preferred
Key Skills
- Attention to Detail
- Communication Skills
Title: Estate Planning & Business Paralegal
Company: Synectics Inc
Location: Libertyville, USA
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