Trusts & Estates Paralegal - Private Client Specialist

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

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.