Estate Planning & Trust Administration Paralegal

Job Description

Job Description

Estate Planning & Trust Administration Paralegal

First-class Troy law firm is in need of an estate planning paralegal to join their estate planning and trust administration department. Candidate must have at least 5 years of estate planning experience to include drafting of trust documents, estate plans, wills, powers of attorney, healthcare directives, etc... Must have excellent customer service skills, as the position works with high-end clients.

Position will touch on all estate planning functions, such as assisting/advising clients of asset protection, power of attorney, business transfer and succession planning, probate and estate administration, corporate law and business counsel.

• Prepare accountings in accordance with Michigan Uniform Principal & Income Act
• 5+ years' experience in probate and trust administration including preparation of federal estate tax returns
• Responsible for probate court filings and notice requirements
• Prepare federal estate tax returns, including assisting clients in obtaining necessary information and documentation, organization and assembly of supporting documentation for returns and filing of returns and supporting documentation with the Internal Revenue Service.

Qualified candidates must be self-driven, hard-working, and possess excellent research and writing skills, as well as having a paralegal certificate. The position requires the ability to draft basic estate planning documents using EP software (Wealth Counsel and Interactive Legal Services (ILS) helpful, but not required), and experience and/or knowledge of more complex estate planning for wealthy clients (including irrevocable trusts) and federal estate tax and federal gift tax matters.

Firm offers competitive compensation and excellent benefits to include a 401K safe harbor plan, health insurance, PTO and one day working remotely.
Company Description

Since the early 1990s, Personnel Management Solutions, Inc.'s recruiting specialists have been a valuable resource to many different companies in various industries throughout the Midwest and Florida. Although much of our expertise is within law firms and the law departments of major corporations, as well as having a strong presence within the medical field, we have also served accounting and architectural firms, automotive and manufacturing companies, non-profit organizations, property management, and many other industries.

Company Description

Since the early 1990s, Personnel Management Solutions, Inc.'s recruiting specialists have been a valuable resource to many different companies in various industries throughout the Midwest and Florida. Although much of our expertise is within law firms and the law departments of major corporations, as well as having a strong presence within the medical field, we have also served accounting and architectural firms, automotive and manufacturing companies, non-profit organizations, property management, and many other industries.