Trusts & Estates Paralegal

Orion Placement; 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

The Confidential Employer is seeking a detail-oriented paralegal with 1+ year of Trusts & Estates experience to support estate planning documents, settlement processes, and fiduciary accountings in a on-site Detroit/Grand Rapids setting.

You will use Microsoft Word, document management tools, and HotDocs to prepare and organize materials, collaborate with attorneys and paralegals, and identify process improvements while maintaining confidentiality.

Qualifications

• 1+ year of Trusts & Estates, estate planning, probate, or related paralegal experience.
• Bachelor's degree preferred in paralegal/legal studies or related field.
• ABA-approved paralegal certificate 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.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities while maintaining 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

Attention to detail

Communication skills

Organizational skills

Multitasking

Team collaboration

Education

Bachelor's degree preferred

ABA-approved paralegal certificate preferred

Tools

Microsoft Word

HotDocs

Document management tools

Basic scripting knowledge

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