Trust & Estate Settlement Specialist

Plante Moran; Southfield (MI); On-site; USD 33,000 - 47,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Job summary

Plante Moran is hiring for an estate settlement professional to support post-death administration. You will handle probate tasks, asset collection, valuation, debt settlement, and asset distribution per trust terms. The role emphasizes fiduciary and trust accounting knowledge and coordinating with legal and tax advisors.

The position is non-exempt and may require extended hours; strong communication and organizational skills are essential in a collaborative, client-focused environment.

Qualifications

• 2+ years of administrative or office support experience required.
• Paralegal experience preferred (estate settlement, probate, trust administration, financial planning, or estate planning).
• HS Diploma or GED required; undergraduate degree preferred (Business, Finance, Accounting, or Economics).

Responsibilities

• Perform and monitor most aspects of the estate settlement (post-death administration) process, including probate administration.
• Identify and collect assets owned by the decedent at time of death.
• Value assets as of date of death.
• Settle debts and pay valid claims and costs of administration.
• Distribute assets per the terms of the Trust.
• Understand fiduciary accounting and trust accounting system.
• Facilitate account opening/closing/transfer processes.
• Communicate with clients, vendors, and attorneys.
• Manage daily transactions and prepare receipts and disbursements.

Skills

Administrative experience

Paralegal exposure

Good judgement

Communication skills

Organization skills

Education

HS Diploma or GED

Undergraduate degree preferred

Job description

Plante Moran is hiring for an estate settlement professional to support post-death administration. You will handle probate tasks, asset collection, valuation, debt settlement, and asset distribution per trust terms. The role emphasizes fiduciary and trust accounting knowledge and coordinating with legal and tax advisors.

The position is non-exempt and may require extended hours; strong communication and organizational skills are essential in a collaborative, client-focused environment.