Trust and Estates Paralegal

Please send your resume in Word format if you are interested in a
Trust and Estates Paralegal opening located in Troy, MI. Salary
for this role is going to be in the $70K-$75K range with AMAZING
benefits. If you are not interested in this position, please pass
onto colleagues/associates as we do offer referral fees should
they be hired.

Job Title: Trust and Estates Paralegal

Location: Troy, MI

Work Environment: Onsite

Pay Rate: $70K- $75K

3rd Party C2C/Transfer: No

Referral Fee: $500 – Refer qualified colleague, friends, or

GENERAL PURPOSE: Provide support and assistance to the attorneys
during all phases of probate, trust administration, estate and
gift tax planning, and other estate planning matters.


Estate Planning Matters

* Generate estate planning documents for clients using HotDocs
software, including Will, Trusts and Durable Powers of Attorney
* Generate gift tax planning documents for clients, including
irrevocable trusts and related documentation


* Draft fiduciary income tax returns for trusts; inform trusts’
beneficiaries of the tax liability of their distributions via IRS
Schedules K-1
* Draft gift tax returns
* Prepare and maintain a calendar system for tax deadlines
* Evaluate assets (as of date of death and alternate valuation
date); verify bank balances and prepare inventory
* Prepare accountings for estates and trusts
* Draft final settlement and order for final distribution
* Coordinate the transfer of assets into trusts, including bank
accounts, stock transfers and real estate deeds
* Make income payments to trust beneficiaries
* Draft petitions and proposed orders as necessary
* Maintain financial records of trusts
* Correspond and communicate with trusts’ grantors and
* Draft inventories, accounts, and petitions for those trusts
requiring adjudication
* Draft pleadings registering or terminating trusts and
appointing or substituting trustees


* Draft petitions to commence proceedings, personal well-being
reports, notices of right to appeal annual and final accounts,
restorations to capacity, and closing documents
* Prepare accountings for guardianship and/or conservatorship
* Conduct preliminary valuation of assets held by the

Estate Administration

* Prepare and maintain a calendar system, noting important estate
administration deadlines and court appearances
* Obtain the will and draft necessary documents to file will with
probate court
* Draft documents to commence a probate proceeding; file the same
with the probate court and act as liaison with court personnel
while identifying interested parties by determining heirs,
devisees, contingent beneficiaries and creditors
* Evaluate assets (as of date of death and alternate valuation
date); verify bank balances and prepare inventory
* Coordinate with out-of-state attorneys to commence ancillary
proceedings to, for example, transfer title of vacation real
estate property, ascertain necessary creditor and debtor
information, and determine status of life and health insurance
* Arrange for notice to creditors to be published in a local
* Review creditor’s claims; present to estate representative for
approval; transmit claims to the court
* File life insurance claims and other death benefit claims
* Obtain and review income tax returns and other financial
* Maintain estate bank accounts and investments
* Make a preliminary analysis of assets held by the decedent for
investment purposes, potential sale, liquidity needs, and
beneficiaries’ needs
* Draft individual, estate, fiduciary income, and gift tax
* Collect documentation for audits of tax returns


* Good organizational and project management skills
* Proficient in the use of on-line legal research services and
legal resources
* Excellent communication skills (both oral and written)
* Must have sound judgment
* Must be able to work independently with minimal supervision
* Intermediate to advanced experience using Microsoft Excel and
* Experience with tax software programs


* Bachelor’s Degree and Paralegal Certification from an ABA
approved program is required

Job Location