Legal Assistant - Estate & Trust

Plunkett Cooney, P.C•Bloomfield Hills, MI

About The Position

Plunkett Cooney is seeking a legal assistant to provide support to our growing Trusts & Estate Planning Practice Group. This position will support the leading Partner of the practice group as well as other attorneys within the group as general support. The successful candidate will work with attorneys, other professionals and clients on various estate planning, succession planning, charitable planning, fiduciary responsibility, and trust and estate administration matters. We are looking for an adaptable legal assistant who is willing to help build a practice. The ideal candidate will be a strong independent worker who can also work collaboratively with their attorney(s), be self-sufficient and serve as a resourceful go-getter. This is a great opportunity for someone looking to grow in a professional legal setting. We offer a supportive working environment and the opportunity to work on an estate planning and administration caseload with a dedicated legal team. The firm offers a comprehensive benefit package, and all candidates should follow https://plunkettcooney.isolvedhire.com/jobs/ to submit their resume.

Requirements

Have five or more years of experience in the areas of estate planning and trust/estate administration preferred
Have good organization, time-management and multitasking skills
Have excellent organizational, proofreading, and written and oral communication skills, both internally amongst colleagues and externally with clients and other advisors
Be a Michigan Notary Public or willing to become a Michigan Notary Public

Responsibilities

Assist with document preparation, drafting of wills, trusts, certificates of trust, powers of attorney, health care directives, and other legal documents
Utilize interactive legal software (e.g. InterActive Legal, WealthCounsel, etc.) to assist in automating document generation
Check for client conflicts, opening new matters, creating and maintaining files
Schedule and make all necessary arrangements for meetings, calls, conferences with clients and others; meeting with clients, collecting information
Gather and digitize financial, legal, and other documents; input, compile, and organize confidential information
Coordinate signing meetings, notarize documents, and manage e-signatures in DocuSign or comparable e-tool
Collaborate with other colleagues, including legal assistants, paralegals, and attorneys in a professional service environment
Be proficient in legal document preparation, file management, typing/word processing, telephone coverage, scheduling and billing
Be proficient managing busy calendars between multiple attorneys
Be proactive in cases with ability to produce high quality documents with short deadlines