Trusts & Estates Paralegal (West Michigan)

Warner Norcross + Judd; Grand Rapids (MI); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Remote work flexibility

Comprehensive benefits package

401k with employer contribution

Job summary

Warner Norcross + Judd LLP is seeking a paralegal to join its Estate Planning Practice Group in Michigan offices. The role includes preparing estate planning documents, aiding in settlement processes, and assembling fiduciary accountings with attention to detail and strong organizational skills.

Prior experience is preferred; advanced proficiency in Microsoft Word and document automation software (HotDocs) is a plus.

Qualifications

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

Responsibilities

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

Skills

Microsoft Word

Document automation (HotDocs)

Attention to detail

Communication

Organizational skills

Estate planning experience

Education

Bachelor's degree (paralegal studies or legal studies)

ABA-approved paralegal certificate

Tools

HotDocs

Microsoft Word

Job description

About the Position

Warner Norcross + Judd LLP is seeking a paralegal to join our Estate Planning Practice Group in any of our offices. 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.

Description

About the Position

Warner Norcross + Judd LLP is seeking a paralegal to join our Estate Planning Practice Group in any of our offices. 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 www.wnj.com, or follow us on LinkedIn or Facebook.

About Our Benefits

• Comprehensive medical, dental, and vision insurance plans
• Firm-provided life insurance and disability coverage
• 401k with employer contribution or match depending on plan design
• Generous PTO and leave policies
• Firm holidays
• Remote work flexibility
• Wellness program
• Employee assistance program
• Professional development opportunities

About Our Culture

Warner’s cultural motto is "Fun, Pride + Profit...in that Order". We build A Better Partnership through:

• Teamwork - Warner’s lockstep compensation model encourages teamwork and distinguishes us from our competitors. Partner and associate salaries are set based upon seniority, not total hours worked, encouraging client legal projects to be routed to the most knowledgeable person in the firm. Our team approach to compensation yields better legal representation for our clients and lays the foundation for a fun culture without internal financial competition. We have a team atmosphere where people like working together and supporting each other.
• Diversity - At Warner, we take an "all in" approach to DEI - engaging people at all levels of the firm to lead and participate on DEI committees and initiatives. This ensures a broad base of support from team members truly invested in leading the charge. It's because of their time and efforts we are as successful as we are - and that success radiates throughout the whole firm. Our DEI work has become not only the right thing to do, but more importantly, what our people want to do.
• Careers - Our culture of balanced personal and professional lifestyle allows us to maintain a 94% attorney retention rate. Attorneys throughout Michigan, the region and beyond are choosing Warner as their forever home - and because of our dedicated focus on living balanced lives, our attorneys’ families are fully supporting these important decisions.
• Community - Warner’s time-honored community engagement initiatives include financial contributions to 150+ nonprofits, scholarships and paid time off for all firm members to engage in community initiatives that are meaningful to them.

Closing Statement

Warner hires top talent at every point in our organization. We are seeking dedicated professionals with diverse backgrounds who strive to support the firm and its goals. Our collegial culture attracts people with diverse skills and backgrounds who are dedicated to teamwork and client service.