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We are looking for an experienced Paralegal to support our client's estate planning, probate, and trust administration practice in Troy, Michigan. In this role, you will be an integral part of managing legal processes related to wealth transfers, estate and gift tax returns, and probate matters. The ideal candidate will bring expertise in estate planning and trust administration, along with exceptional organizational skills and attention to detail.
Job Responsibility:
Assist attorneys with estate planning and wealth transfer strategies to meet client needs
Prepare and review legal documents related to probate and trust administration
Manage deadlines and filings for estate and gift tax returns
Conduct research to ensure compliance with current estate and probate laws
Coordinate with clients to gather necessary information and documentation for legal proceedings
Maintain accurate records and files for ongoing cases
Collaborate with attorneys to streamline workflows and improve efficiency within the practice
Communicate effectively with clients, attorneys, and other stakeholders to ensure smooth case management
Requirements:
Minimum of 3 years of experience in estate planning, probate, and trust administration
Strong knowledge of probate procedures and estate administration processes
Proficiency in preparing estate and gift tax returns
Excellent organizational and time-management skills
Ability to handle sensitive client information with discretion and professionalism
Familiarity with legal research tools and resources
Strong attention to detail and ability to manage multiple tasks simultaneously
Effective written and verbal communication skills to interact with clients and colleagues