Estate & Trust Administration Paralegal

About the role

This paralegal position primarily supports the firm’s estate and trust administration practice, including probate estate matters and trust administration. The role plays a key part in assisting attorneys and helping guide matters through the administration process from opening through completion. You will work closely with attorneys, clients, financial institutions, and court personnel to help ensure probate and trust administration matters move forward efficiently and accurately.

Responsibilities

• Take primary responsibility for managing probate, trust, and estate administration matters under attorney supervision, including preparing, filing, tracking, and following through on all required legal documents and deadlines.
• Prepare and coordinate court filings, correspondence, and documentation related to probate estate and trust administration.
• Aid in the preparation and coordination of real estate and related documents associated with probate estates and trust administration matters.
• Maintain highly organized case files and electronic document systems to ensure accurate recordkeeping and efficient retrieval of information.
• Track and proactively manage deadlines and filing requirements to ensure timely completion of court filings and administration tasks.
• Collaborate with attorneys and team members to support the efficient progression of matters from opening through completion.
• Provide support to the estate planning team when needed, including assisting with preparation of wills, trusts, and powers of attorney.

Requirements

• Bachelor’s degree, paralegal certificate from an accredited institution, or equivalent professional experience
• 2+ years of paralegal experience in probate, trust administration, or estate planning within the State of Michigan
• Experience working in or closely with probate court processes is welcomed and highly valued
• Working knowledge of probate procedures and estate planning documents such as wills, trusts, and powers of attorney
• Strong organizational and time management skills
• Excellent written and verbal communication abilities
• Proficiency with Microsoft Office and legal practice management software
• The ability to manage multiple matters and deadlines simultaneously
• A high attention to detail and commitment to accuracy
• The ability to work both independently and as part of a collaborative team

Benefits

• Base salary: $48,000 – $58,000, commensurate with experience
• Monthly stipend of $375 in lieu of health insurance, $4,500 annual value
• Bonus structure after 6 months:
• Base salary $1,500 annual team bonus
• $2,000 annual individual performance bonus

Pay

Estimated total compensation: $52,000 – $64,500 annually

Schedule

Flexible hours and flex-time options