Paralegal- Estate Planning & Trust Administration

Job Description

Job DescriptionJob Title: Estate Planning & Trust Administration Paralegal

Position Type: Direct Hire / Permanent Placement Compensation: $70,000 $85,000/year (Depending on Experience)

Location: Troy, MI

About the Role

Are you an experienced paralegal with a sharp eye for detail and a passion for helping families protect their legacies? We are seeking a skilled Estate Planning & Trust Administration Paralegal to join a dynamic, client-focused legal team.

In this role, you will do much more than manage paperworkyou will act as a trusted point of contact for clients, navigating everything from foundational estate plans to complex, high-net-worth trust administration and federal tax matters. If you thrive in a collaborative environment and possess strong technical and communication skills, we want to hear from you!

Key Responsibilities

• Document Drafting: Prepare foundational and sophisticated estate planning documents (including wills, powers of attorney, and healthcare directives) using industry-leading software like WealthCounsel and Interactive Legal Services (ILS).

• Trust & Estate Administration: Manage probate court filings and ensure compliance with all statutory notice requirements.

• High-Net-Worth Advisory Support: Assist with complex estate planning strategies for affluent clients, including asset protection, business transfer/succession planning, and irrevocable trusts.

• Tax Preparation: Prepare federal estate and gift tax returns (Form706 and 709 ).

• Collaborate with clients to gather necessary financials, organize supporting documentation, and manage filings with the IRS.

• Fiduciary Accounting: Prepare detailed estate and trust accountings in strict accordance with the Michigan Uniform Principal & Income Act.

• Client Engagement: Serve as an empathetic and highly professional direct line of communication for clients, keeping them informed and supported throughout the entire legal process.

What Were Looking For

• Experience: Proven experience working as a paralegal specializing in estate planning, probate, and trust administration (Michigan law familiarity required).

• Technical Proficiency: Hands-on experience with WealthCounsel and/or Interactive Legal Services (ILS) software is highly preferred.

• Tax & Financial Literacy: Strong foundational knowledge of federal estate and gift tax matters, as well as fiduciary accounting principles.

• Communication Skills: Exceptional written and verbal communication skills; ability to handle sensitive client matters with the utmost discretion and empathy.

• Organizational Superpowers: High attention to detail, strong multi-tasking abilities, and a deadline-driven mindset.

Whats in it for You?

• Competitive Compensation: Direct-hire opportunity offering a stable salary of $70,000 to the low-to-mid $80s, tailored to your experience.

• Professional Growth: Direct exposure to complex corporate law, business counsel, and sophisticated tax planning strategies.

If interested apply today!

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PandoLogic. Keywords: Paralegal, Location: Troy, MI - 48084 , PL: 603817890