Estate Planning Paralegal

Law Firm; Michigan; Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Hybrid schedule

Job summary

Law Firm seeks an Estate Planning Paralegal to support attorneys in estate planning matters, including wills, trusts, and powers of attorney. The role involves drafting documents, preparing filings, and coordinating with clients, all in a boutique setting with a hybrid schedule.

The ideal candidate has 3–5 years of experience in estates, strong research and communication skills, and a Paralegal Certificate is preferred. This position offers competitive compensation and opportunities for growth.

Qualifications

• 3-5 years of experience in Estates, Wills, Trusts; strong knowledge with wills, powers of attorney, healthcare directives and excellent communication skills are needed.
• Effective legal research skills.
• Paralegal Certificate is preferred.

Responsibilities

• Draft basic estate planning documents using EP software (Wealth Counsel and Interactive Legal Services (ILS) helpful, but not required).
• Execute complex estate planning for wealthy clients (including irrevocable trusts) and federal estate tax and federal gift tax matters.
• Involved in all aspects of estate planning functions, such as asset protection, power of attorney, business transfer and succession planning, probate and estate administration, corporate law and business counsel.
• Prepare accountings in accordance with Michigan Uniform Principal & Income Act
• Responsible for probate court filings and notice requirements
• Prepare federal estate tax returns, including assisting clients in obtaining necessary information and documentation, organization and assembly of supporting documentation for returns and filing of returns and supporting documentation with the Internal Revenue Service

Skills

Estate planning

Wills & Trusts

Legal research

Communication

Paralegal support

Education

Paralegal Certificate

Tools

WealthCounsel

ILS

Job description

Job Description

Job Description

New Opportunity for 2026!!

Our boutique law firm is seeking an Estate Planning Paralegal to become a part of our team! You will provide overall support to attorneys' business needs. We offer an outstanding compensation and benefits package, including a hybrid schedule!

Responsibilities:

• Draft basic estate planning documents using EP software (Wealth Counsel and Interactive Legal Services (ILS) helpful, but not required),
• Execute complex estate planning for wealthy clients (including irrevocable trusts) and federal estate tax and federal gift tax matters.
• Successful candidate will be involved in all aspects of estate planning functions, such as assisting/advising clients of asset protection, power of attorney, business transfer and succession planning, probate and estate administration, corporate law and business counsel.
• Prepare accountings in accordance with Michigan Uniform Principal & Income Act
• Responsible for probate court filings and notice requirements
• Prepare federal estate tax returns, including assisting clients in obtaining necessary information and documentation, organization and assembly of supporting documentation for returns and filing of returns and supporting documentation with the Internal Revenue Service

Qualifications:

• Possess 3-5 years of experience in Estates, Wills, Trusts; Strong knowledge with wills, powers of attorney, healthcare directives and excellent communication skills are needed
• Effective legal research skills
• Paralegal Certificate is preferred.

Company Description

The firm has multiple offices in the US employing the best technology, processes and people, for the express purpose of providing excellent service and results for clients. We would love to consider how we can work together!

Company Description

The firm has multiple offices in the US employing the best technology, processes and people, for the express purpose of providing excellent service and results for clients. We would love to consider how we can work together!