Trusts & Estates Paralegal

Orionplacement; Grand Rapids (MI); On-site; USD 55,000 - 82,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orionplacement is seeking a Paralegal with 1+ year of Trusts & Estates experience to join our Detroit or Grand Rapids office. Work on estate planning documents, settlements, and fiduciary accountings in a collaborative, detail-oriented firm.

The role requires strong communication and organizational skills, proficiency in Microsoft Word, and familiarity with document automation tools like HotDocs. On-site in a professional law firm environment with room for growth.

Qualifications

• 1+ year of Trusts & Estates, estate planning, probate, or closely related paralegal experience.
• Bachelor's degree preferred, ideally in paralegal studies, legal studies, or a related field.
• Certificate from an ABA-approved paralegal program preferred.
• Strong understanding of legal documents and professional office procedures.
• Advanced proficiency with Microsoft Word preferred.
• Experience with document automation software such as HotDocs is a plus.
• Entry-level coding or scripting experience is a plus.
• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities while maintaining accuracy and confidentiality.

Responsibilities

• Assist attorneys with the preparation and organization of estate planning documents.
• Support the estate settlement process from initial administration through completion.
• Prepare and maintain fiduciary accountings and related documentation.
• Manage, assemble, and organize estate planning forms and client materials.
• Review documents for accuracy, completeness, and consistency.
• Coordinate information and documentation needed from clients, attorneys, financial institutions, and other parties.
• Maintain organized client files and ensure sensitive information is handled with discretion.
• Use Microsoft Word and document management tools to prepare and maintain sophisticated legal documents.
• Support attorneys and paralegals with day-to-day Trusts & Estates matters and special projects.
• Identify opportunities to improve document organization, workflow efficiency, and administrative processes.

Skills

Paralegal experience

Communication skills

MS Word proficiency

HotDocs experience

Education

Bachelor's degree

ABA-approved paralegal certificate

Tools

HotDocs

Job description

Pay: $55,000.00 - $82,000.00 per year

Why This Is a Great Opportunity

• Join a sophisticated Trusts & Estates practice supporting complex estate planning, trust administration, wealth preservation, business succession, and probate matters.
• Work alongside an experienced team of attorneys and paralegals while gaining valuable exposure to high-level private client work.
• Take on meaningful responsibilities across estate planning documents, estate settlements, fiduciary accountings, and legal document management.
• Build specialized Trusts & Estates expertise in a collaborative environment that values accuracy, teamwork, and professional development.
• Enjoy a strong benefits package, generous PTO, professional development opportunities, and a supportive workplace culture.
• Gain exposure to document automation technology and modern legal workflows, with opportunities to leverage Microsoft Word, HotDocs, and related tools.

Location: Detroit, MI or Grand Rapids, MI — on-site in a professional, collaborative law firm environment.

Note: Must have 1+ year of directly relevant Trusts & Estates or estate planning experience. Strong attention to detail, communication, and organizational skills are essential.

About Us

We are a well-established full-service law firm with a sophisticated private client practice and a strong reputation for thoughtful, high-quality legal service. Our team values collaboration, professional growth, client service, and creating an environment where talented professionals can build lasting careers. Confidential Employer.

Job Description

• Assist attorneys with the preparation and organization of estate planning documents.
• Support the estate settlement process from initial administration through completion.
• Prepare and maintain fiduciary accountings and related documentation.
• Manage, assemble, and organize estate planning forms and client materials.
• Review documents for accuracy, completeness, and consistency.
• Coordinate information and documentation needed from clients, attorneys, financial institutions, and other parties.
• Maintain organized client files and ensure sensitive information is handled with discretion.
• Use Microsoft Word and document management tools to prepare and maintain sophisticated legal documents.
• Support attorneys and paralegals with day-to-day Trusts & Estates matters and special projects.
• Identify opportunities to improve document organization, workflow efficiency, and administrative processes.

Qualifications

• 1+ year of Trusts & Estates, estate planning, probate, or closely related paralegal experience.
• Bachelor's degree preferred, ideally in paralegal studies, legal studies, or a related field.
• Certificate from an ABA-approved paralegal program preferred.
• Strong understanding of legal documents and professional office procedures.
• Advanced proficiency with Microsoft Word preferred.
• Experience with document automation software such as HotDocs is a plus.
• Entry-level coding or scripting experience is a plus.
• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities while maintaining accuracy and confidentiality.

Why You Will Love Working Here

You’ll be part of a team where your work directly supports attorneys and clients on meaningful estate planning and private client matters. We foster a collaborative culture where people support one another, invest in professional development, and take pride in delivering excellent work. With strong benefits, paid time off, professional development opportunities, and a team-oriented environment, this is an excellent opportunity to grow your legal career in a specialized and highly respected practice area.

JPC-1745

Benefits:

• 401(k)
• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance