Trust and Estates Paralegal

Dickinson Wright•Troy, MI

2d•Onsite

About The Position

Staff designated at Dickinson Wright PLLC (“the Firm”) as a Trust and Estates Paralegal are under the general supervision of the attorneys to whom assigned, as well as the Chief Human Resources Officer. Essential duties and responsibilities of staff designated as Trust and Estates Paralegal at the Firm include but are not limited to: Follow the ethical requirements in order to assist in the handling of an estate, preparation of tax returns, or other legal functions; Knowledge of probate, trust administration, conservatorship, guardianship and estate planning laws and concepts; Exposure to the preparation of simple tax returns; Self-motivated with excellent communication skills and excellent proofreading skills; Operate standard office equipment such as photocopiers, fax software, personal computer, typewriter.

Requirements

A Bachelor’s degree, Paralegal certificate or CPA are highly recommended.
At least 3 years of on-the-job experience is required
Possess knowledge of legal principles and practices at a level normally acquired through formal paralegal training or its equivalent
Experience using the following software programs: Gillette, GEMS, Estate Val, Excel, ProSystems. Additional software experience would include generating probate forms in Hotdocs
Possess the ability to organize and prioritize numerous tasks and complete them under time constraints. Ability to concentrate and pay close attention to detail when evaluating legal matters
Possess the ability to proofread typed material for contextual, grammatical, typographical or spelling errors
Possess interpersonal skills necessary in order to communicate and follow the instruction effectively from a diverse group of clients, attorneys and staff and provide information with ordinary courtesy and tact
Regular and timely attendance at work when scheduled
Work occasionally requires a high level of mental effort and strain while organizing and maintaining multiple cases
Additional requirements include a working knowledge of Windows 10, Word 2016, Excel 2016, Outlook 2016, use of styles, NetDocs or similar document management system and Adobe.

Responsibilities

Follow the ethical requirements in order to assist in the handling of an estate, preparation of tax returns, or other legal functions
Knowledge of probate, trust administration, conservatorship, guardianship and estate planning laws and concepts
Exposure to the preparation of simple tax returns
Self-motivated with excellent communication skills and excellent proofreading skills
Operate standard office equipment such as photocopiers, fax software, personal computer, typewriter