Note: This position requires employees to be on-site five days a week at the Bloomfield Hills, MI office.

About Our Client

Our client is a highly regarded law firm known for its commitment to delivering exceptional legal services. They are currently seeking an Estate Planning Legal Assistant to join their team in Bloomfield Hills, MI. This position offers an exciting opportunity to support a dynamic Estate Planning and Taxation team in a fast-paced and professional environment.

Job Description

As an Estate Planning Legal Assistant, you will be responsible for:

• Providing administrative support to attorneys and the Estate Planning and Taxation team.
• Preparing, organizing, and managing estate and trust administration documents.
• Drafting and editing estate planning documents and confidential correspondence.
• Assisting with estate planning signing binders, tax filings, and specialized mailings.
• Managing attorney time entry, billing, and preparing pre-bill reports.
• Coordinating new client and matter intake, including conflict checks and screening forms.
• Scheduling meetings, managing calendars, and arranging travel.
• Scanning, filing, and maintaining documents in the firm’s document management system.
• Assisting with client tax return preparation and submission throughout the year.
• Supporting probate filings, court document processing, and research needs.

Qualifications

• High school diploma plus two years of post-secondary education; Associate’s Degree or higher preferred.
• Minimum of 2 years of experience in Estate Planning, Taxation, Probate, or a related legal practice area.
• Strong organizational and detail-oriented skills.
• Proficiency in Microsoft Office Suite and experience with PDF manipulation software.
• Excellent written and verbal communication abilities.
• Ability to manage competing priorities and work independently with minimal supervision.
• Typing speed of at least 55 words per minute.

Why This Is a Great Opportunity

• Join a prestigious and supportive legal team with opportunities for professional growth.
• Work in a collaborative environment with a focus on client satisfaction.
• Competitive salary and benefits package, including transportation assistance.
• Opportunity to gain valuable experience in Estate Planning and Taxation law.

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