Location: Chicago Northwest Suburbs
Location: Glenview, IL
Area of Practice: Estate Planning, Elder Law
Estate Planning/Elder Law Attorney
The Heartland Law Firm has been servicing Chicagoland for over 23 years. We specialize in Trust Administration, Trusts and Wills, Probate, Real-Estate closings, Business transitions and Elder Law. Our Team of Lawyers and Paralegal staff ensure the best outcomes though our strong team culture and Client centric follow through. We deliver increased Well-Being, Clarity and a Relationship that supports our clients through life's transitions and complexities.
Attorney position available:
- Grow your career with a respected, innovative law firm that supports you to do great work that clients appreciate.
- In this role you'll develop long term positive relationships with clients, and make a meaningful difference for families by resolving threats and concerns.
About the Firm:
No one calls a lawyer looking for law: people call because their Well-Being is threatened. We're a Well-Being firm - we support and protect family Well-Being through life's chapters and major life events. We have developed a process of interactive problem solving and applying legal expertise to create the best client outcomes in the short and long term.
We believe that estate planning should be accessible to everyone, and that everyone deserves to have a straightforward, personalized, affordable and understandable estate plan that minimizes the risks in each of life's chapters.
We believe the legal system has failed the public by making estate planning complex, confusing and expensive.
We believe estate planning is a relationship that strengthens over time, where we as attorneys have our clients' back to protect their well-being.
We believe in standing behind our work, and we offer the strongest guarantee available.
About the position:
-You will be a student of our process and the client experience, which is the foundation for you developing into a respected leader in the area of Estate Planning and Elder Law.
-From the beginning, this position involves significant client contact, where you'll guide clients through the process of clarifying their planning preferences and minimizing threats they face.
-Success in this position will come through humility, practice and study. This role is about developing your leadership skills in order to become a knowledgeable guide for families at life's transition points.
Success in this role will come to the individual who:
- Values contribution, connection and Well-Being over short term money; (Note that long term you will develop financial independence working here.)
- Is more of a curious learner than a knower;
- Is more of a listener than a teller;
- Is looking for a long-term professional home to put down roots, invest in themselves and flourish; and
- Seeks to contribute to and be developed by a strong team culture dedicated to employee and client Well-Being;
We are expanding our team to meet our rapidly growing client demand and have an opening for an Estate Planning / Elder Law Attorney and will partner with other team members to support them through our process.
What you can expect in this role: This role offers a great balance of independence, taking care of clients, and delivering value to families. The days fly by as you meet with clients, guide them through the planning process and work with teammates to answer questions.
Who this position is for:
This role is for an experienced attorney with 2 years of experience, who is interested in applying their skill at a more productive and rewarding level. In this role, you will partner with the founding attorney to lead the estate planning experience we provide to clients. Your role as an attorney with Heartland is not only to ensure the legal technical aspects of each plan are correct, but you will also be working as an advocate for each of your client's Well-Being.
If you are looking for a career that is meaningful, challenging, rewarding and enjoyable, this role may be for you!
Interview clients to assess their planning needs.
Design plans to meet client needs.
Create visual design overviews of the plan design.
Meet with clients to review the visual plan design.
Draft, review and edit documents for signing.
Educate clients to get comfortable to sign their plans.
Guide the client through our process to fund trusts.
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.
Lead client meetings both live and via zoom.
Create a meaningful and comfortable experience for clients.
Two years experience as an attorney.
Must have a passion driving your work and dedication to this area of practice.
Must be a self-starter, confident and be willing to learn, follow and improve the process.
Must be comfortable working face to face with people and able to communicate at an elevated level of care, and professionalism while being an approachable advisor to every client.
Must have the emotional awareness to read clients who face difficulties, and to successfully adjust to guide them through to safety.
Excellent proofreading skill and ability to pay close attention to detail.
Friendly and professional demeanor.
Must be a caring, punctual, enthusiastic and reliable teammate.
Exhibit tact and discretion.
Excellent English written and verbal communication skills.
Strong follow through, self-sufficiency, time management, and organizational skills.
Fearless computer skills in Microsoft Outlook, Word, Excel, and Clio Software desired.
Avid learner: willingness to jump into learning and discovering new software that can improve the client experience.
This is a full-time position - office hours are Monday- Friday 8:30am to 5:30pm. While we strive to keep these hours, the demands of the practice often keep us later or get us in earlier.
At The Heartland Law Firm, we offer an inclusive and supportive work environment. We are learners and we encourage idea sharing and solving challenges. We are seeking to add team members who feel comfortable in a smaller more intimate office environment where you can wear multiple hats and progress your career.
We offer a Strong Base Salary and Health Insurance, 401K and generous PTO and paid holidays.
To apply: email your resume and cover letter to Admin@heartlandlawfirm.com