Estate Planning Paralegal

OpTech; Troy (MI); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

401K safe harbor

Health, dental, vision insurance

PTO and paid holidays

Flexible/remote work options

Job summary

A nationally-recognized law firm is seeking experienced Estate Planning & Trust Administration Paralegals for their Troy, MI office. Candidates should have a minimum of 5 years' experience in estate planning and trust administration, excellent communication and research skills, and a paralegal certificate. This position involves drafting estate planning documents, preparing federal estate tax returns, and handling probate filings. The salary range is $70-90k, and benefits include health insurance and a remote work option.

Qualifications

• At least 5 years of estate planning and trust administration experience.
• Knowledge of wills, powers of attorney, and healthcare directives.
• Experience with federal estate tax matters.

Responsibilities

• Draft estate planning documents and advise clients on asset protection.
• Prepare and file federal estate tax returns.
• Handle probate court filings and notice requirements.

Skills

Drafting estate planning documents

Excellent communication skills

Research and writing skills

Education

Paralegal certificate

Tools

EP software (Wealth Counsel, Interactive Legal Services)

Job description

New Employment Opportunities!!! Estate Planning & Trust Administration Paralegals !!

OpTech has a nationally-recognized law firm client with immediate openings for their onsite offices in southeastern Michigan.

Salary range: $70-90k with excellent employee benefits.

Onsite in Troy, MI. (1 day remote)

NOTE: Candidate must have at least 5 years of estate planning and trust administration.

OVERVIEW

• The position requires the ability to draft basic estate planning documents using EP software (Wealth Counsel and Interactive Legal Services (ILS) helpful, but not required), and experience and/or knowledge of more complex estate planning for wealthy clients (including irrevocable trusts) and federal estate tax and federal gift tax matters.
• In addition, knowledge with wills, powers of attorney, healthcare directives and excellent communication skills are needed.
>Position 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.

Responsibilities include, but not limited to:

• 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.

Qualified candidates must be self-driven, hard-working, and possess excellent research and writing skills, as well as having a paralegal certificate.

Benefits include:

401K safe harbor after required hours, health/dental/vision/life/disability, PTO, 10 paid holidays, floating holiday, 1 day remote option, with provisions.

OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits, but you also have training opportunities, flexible/remote work options, growth opportunities, 401K and competitive pay. Apply today! To view our complete list of openings, please visit our website at www.optechus.com.