About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Legal Services (Law Firm).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This Trusts & Estates Paralegal will support a sophisticated private client practice delivering estate planning, trust administration, probate, and wealth preservation services. You will work closely with attorneys and other paralegals to prepare and manage client matters from document drafting to estate settlement.

• Assist attorneys with preparation, assembly, and organization of estate planning documents (wills, trusts, powers of attorney, health care directives).
• Support estate and trust administration from initial intake through closing.
• Prepare and maintain fiduciary accountings and related financial documentation.
• Review legal documents for accuracy, completeness, and consistency.
• Manage client files and intake materials; ensure secure handling of confidential information.
• Coordinate document requests and communications with clients, financial institutions, and third parties.
• Use Microsoft Word and document management systems to prepare and format complex legal documents.
• Leverage document automation tools (e.g., HotDocs) to increase accuracy and efficiency.
• Support attorneys on ad hoc Trusts & Estates projects and identify opportunities to improve workflows and document organization.

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Qualifications

• 1+ year of directly relevant Trusts & Estates, estate planning, probate, or closely related paralegal experience.
• Bachelor's degree preferred; degree in paralegal studies, legal studies, or related field is a plus.
• Certificate from an ABA-approved paralegal program preferred.
• Advanced proficiency with Microsoft Word; experience with document automation (HotDocs) is a plus.
• Entry-level coding/scripting experience is helpful but not required.
• Exceptional attention to detail, strong organizational skills, and ability to maintain confidentiality.
• Strong written and verbal communication skills and ability to manage competing priorities.

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Compensation & Benefits

• Salary range: $55,000 – $99,000 per year (range provided by the client).
• Benefits include: 401(k), health, dental, vision, life insurance, paid time off, and retirement plan.
• Professional development opportunities and a supportive workplace culture focused on career growth.

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Location & Schedule

• On-site at the Confidential Client’s office in Cascade, MI.
• This role requires regular in-office presence and collaboration with attorneys and staff.

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Why You’ll Love Working Here

• Join a well-established law firm with a respected private client practice and strong commitment to professional development.
• Work on meaningful estate planning and administration matters that directly support clients and attorneys.
• Collaborative team culture that values accuracy, growth, and balanced workloads.
• Opportunity to develop specialized Trusts & Estates expertise and leverage modern legal tools and automation.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.