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Trusts & Estates Paralegal

$55k - $99k

Orion Placement

Job Description

Job Description

Pay: $55,000.00 - $99,000.00 per year

Why This Is a Great Opportunity

  • Join a sophisticated Trusts & Estates practice supporting complex estate planning, trust administration, wealth preservation, business succession, and probate matters.
  • Work alongside an experienced team of attorneys and paralegals while gaining valuable exposure to high-level private client work.
  • Take on meaningful responsibilities across estate planning documents, estate settlements, fiduciary accountings, and legal document management.
  • Build specialized Trusts & Estates expertise in a collaborative environment that values accuracy, teamwork, and professional development.
  • Enjoy a strong benefits package, generous PTO, professional development opportunities, and a supportive workplace culture.
  • Gain exposure to document automation technology and modern legal workflows, with opportunities to leverage Microsoft Word, HotDocs, and related tools.

Location: Detroit, MI or Grand Rapids, MI — on-site in a professional, collaborative law firm environment.

Note : Must have 1+ year of directly relevant Trusts & Estates or estate planning experience. Strong attention to detail, communication, and organizational skills are essential.

About Us

We are a well-established full-service law firm with a sophisticated private client practice and a strong reputation for thoughtful, high-quality legal service. Our team values collaboration, professional growth, client service, and creating an environment where talented professionals can build lasting careers. Confidential Employer.

Job Description

  • Assist attorneys with the preparation and organization of estate planning documents.
  • Support the estate settlement process from initial administration through completion.
  • Prepare and maintain fiduciary accountings and related documentation.
  • Manage, assemble, and organize estate planning forms and client materials.
  • Review documents for accuracy, completeness, and consistency.
  • Coordinate information and documentation needed from clients, attorneys, financial institutions, and other parties.
  • Maintain organized client files and ensure sensitive information is handled with discretion.
  • Use Microsoft Word and document management tools to prepare and maintain sophisticated legal documents.
  • Support attorneys and paralegals with day-to-day Trusts & Estates matters and special projects.
  • Identify opportunities to improve document organization, workflow efficiency, and administrative processes.

Qualifications

  • 1+ year of Trusts & Estates, estate planning, probate, or closely related paralegal experience.
  • Bachelor's degree preferred, ideally in paralegal studies, legal studies, or a related field.
  • Certificate from an ABA-approved paralegal program preferred.
  • Strong understanding of legal documents and professional office procedures.
  • Advanced proficiency with Microsoft Word preferred.
  • Experience with document automation software such as HotDocs is a plus.
  • Entry-level coding or scripting experience is a plus.
  • Exceptional attention to detail and organizational skills.
  • Strong written and verbal communication skills.
  • Ability to manage multiple priorities while maintaining accuracy and confidentiality.

Why You Will Love Working Here

You'll be part of a team where your work directly supports attorneys and clients on meaningful estate planning and private client matters. We foster a collaborative culture where people support one another, invest in professional development, and take pride in delivering excellent work. With strong benefits, paid time off, professional development opportunities, and a team-oriented environment, this is an excellent opportunity to grow your legal career in a specialized and highly respected practice area.

JPC-1745

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance
Vacancy posted 13 days ago
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