Estate Planning Coordinator

4 days ago


Schaumburg, Illinois, United States 23 Legal LLC Full time

About 23 Legal LLC

We're a forward-thinking law firm dedicated to delivering exceptional client experiences. Our team is passionate about helping individuals achieve their goals through personalized legal services.

Job Summary

We're seeking a highly motivated Estate Planning Coordinator to join our team. As a key member of our client services team, you will play a vital role in ensuring our clients receive top-notch support and guidance throughout the estate planning process.

Key Responsibilities

  • Client Communication: Manage client relationships, respond to inquiries, and provide timely updates on case progress.
  • Case Management: Direct case files from intake to completion, ensuring seamless execution and timely resolution.
  • Document Preparation: Prepare and review legal documents with attention to detail, ensuring the best possible outcomes for our clients.
  • Client Driven Requests: Prioritize and complete client-driven requests independently, demonstrating a high level of autonomy and initiative.
  • Client Engagement: Create and distribute video updates to clients, fostering a sense of connection and trust.
  • Marketing Support: Assist in the development of effective social media campaigns, helping to raise awareness about our services and expertise.
  • Special Projects: Participate in occasional ad hoc legal projects, demonstrating adaptability and a willingness to take on new challenges.

Requirements

  • 2+ years of experience in a law office setting.
  • Bachelor's degree in a relevant field.
  • Proven ability to work independently, with a strong sense of initiative and a commitment to excellence.

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