Trusts amp Estates Paralegal West Michigan

100KCrossing; Grand Rapids (MI); On-site; USD 52,000 - 68,000; Full time

Job summary

Warner, a full-service corporate law firm with 230+ attorneys, seeks a paralegal to join its Estate Planning Practice Group in one of West Michigan offices: Grand Rapids, Holland, or Kalamazoo. You will support a large private client group handling complex estate planning, trust administration, and probate matters.

The ideal candidate has a Bachelor's degree (paralegal studies preferred), an ABA-approved paralegal certificate (preferred), and 2+ years of estate planning experience, with strong

Qualifications

• Bachelor's degree preferred in paralegal or legal studies.
• ABA-approved paralegal certificate preferred.
• Two+ years of estate planning experience preferred.

Responsibilities

• Assist with preparation of estate planning documents.
• Assist with estate settlement process.
• Prepare fiduciary accountings.
• Manage and assemble estate planning forms.

Skills

Attention to detail

Communication skills

Organizational skills

Team collaboration

Legal research basics

Education

Bachelor's degree (paralegal studies or legal studies)

ABA-approved paralegal certificate

Tools

Microsoft Word

HotDocs

Basic coding/scripting

Job description

About the Position

is seeking a paralegal to join our Estate Planning Practice Group in one of the following West Michigan offices: Grand Rapids, Holland, or Kalamazoo. is proud to have one of Michigan's premier Trusts + Estates practices. In this role, you'll work alongside more than 30 attorneys and paralegals in one of the largest and most sophisticated private client groups in the state. Our team advises individuals, families, business owners and fiduciaries on complex estate planning, trust administration, wealth preservation, business succession and probate litigation, offering associates the opportunity to build a broad practice while collaborating with experienced, nationally recognized attorneys.

About the Opportunity

The paralegal will service the firm's clients by assisting with the preparation of estate planning documents, assisting with the estate settlement process, preparing fiduciary accountings, and managing and assembling estate planning forms. Prior experience is strongly preferred. Advanced proficiency in Microsoft Word, experience using document automation software (such as HotDocs), and entry-level coding or scripting experience are a plus. The candidate must be detail-oriented and possess excellent communication and organizational skills.

About You

• Bachelor's degree (preferred in paralegal studies or legal studies)
• A certificate from an ABA approved paralegal program is preferred
• Two or more years of experience in estate planning is preferred

About Warner

Warner is a full-service corporate law firm with 230+ attorneys practicing in nine offices throughout Michigan: Bloomfield Hills, Detroit, Grand Rapids, Holland, Kalamazoo, Lansing, Macomb, Midland and Muskegon. To learn more, visit