Paralegal – Estate Planning

Job Description

Trusts & Estates Paralegal (All Offices) | Warner Norcross + Judd

The Tone:
This is a full-time role at Warner Norcross + Judd, available in any of its nine offices throughout Michigan. Warner Norcross + Judd is a full-service corporate law firm comprising over 230 attorneys dedicated to providing comprehensive legal services to its clients. This paralegal position is crucial for supporting the firm’s Estate Planning Practice Group, ensuring clients receive expert assistance with sensitive and vital estate planning and settlement processes. The individual in this role directly contributes to the firm’s commitment to excellent client service and its cultural values of teamwork and a balanced professional life.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Throughout Michigan (various offices)

• Team: Estate Planning Practice Group
• Mission: Assist the firm’s clients with estate planning and settlement processes, preparing essential legal documents and accountings.
• Tech Stack: Microsoft Word

What You’ll Actually Do
• Client Support: Service the firm’s clients by assisting with the preparation of various estate planning documents.
• Estate Settlement: Provide support during the estate settlement process to ensure smooth and accurate completion.
• Financial Preparation: Prepare comprehensive fiduciary accountings as required for estate and trust administration.
• Document Management: Manage and assemble all necessary estate planning forms, maintaining organization and accessibility.

The Must-Haves
• Background: Bachelor’s degree, with a preference for paralegal studies or legal studies, complemented by core domain knowledge in estate planning.
• Experience: Two or more years of experience specifically in estate planning, coupled with advanced proficiency in Microsoft Word.
• Skills: Possess excellent communication skills for clear and effective interactions, strong organizational skills for managing tasks and documents efficiently, and a keen eye for detail to ensure accuracy.
• Bonus: A certificate from an ABA approved paralegal program, prior experience using document automation software (such as HotDocs), and entry-level coding or scripting experience are considered advantageous.