Estate Planning Paralegal – High Net Worth Group

Company: Jobot
Location: Detroit
Posted on: June 28, 2025

Job Description:

Support sophisticated estate plans for high net worth clients, right at the intersection of precision, trust, and legacy. This Jobot Job is hosted by: Hunter Dahlstrom Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $70,000 - $95,000 per year A bit about us: We’re a well-established, Michigan-based firm with a standout estate planning practice that serves high net worth individuals, families, and business owners. This team isn’t just paper pushing — they’re strategic partners in protecting legacies, and they need a strong, experienced paralegal to match that level. The attorneys here value people who take ownership, move efficiently, and know how to handle sensitive information with care and clarity. You’ll be stepping into a hybrid role based in our Detroit office — it’s a close-knit, smart, and supportive environment, and they’re looking for someone who brings both confidence and calm to the table. Apply here and contact Hunter Dahlstrom directly for details at https://apply.jobot.com/jobs/estate-planning-paralegal-high-net-worth-group/758820167/?utm_source=CareerBuilder or 248.636.2434 (direct cell ) Why join us? Work closely with attorneys on complex, high-value estate plans Hybrid flexibility (Detroit office base) Strong benefits package and PTO Long-term internal growth potential — this isn’t a dead-end role You’ll be seen, supported, and challenged in the right ways Steady hours (think 35–40/wk), but the work stays meaningful Job Details Collaborate with attorneys on estate planning, trust/estate administration, wealth transfers Draft and file probate pleadings, creditor notices, inventories, and accountings Prepare and file deeds and transfer affidavits Assist with drafting Form 706 (Estate Tax) and Form 709 (Gift Tax) Form new entities, handle EINs, and manage annual filings Draft POAs, healthcare directives, and other foundational estate docs Coordinate with clients to gather documentation and ensure accuracy Work in Word, Excel, PowerPoint — basic tech competence expected Be organized, proactive, and thoughtful — this is high-touch work for high-profile clients What You’ll Need: 3 years of estate planning/trust & estate administration experience Paralegal training or equivalent bachelor’s degree (legal admin, finance, poli sci, business) Sharp attention to detail and an ability to juggle multiple priorities Clear, professional communication — you’ll be talking to attorneys and clients alike Proofreading instincts, follow-through, and a genuine sense of ownership over your work Comfortable working on-site in Detroit with flexibility for hybrid work Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: Jobot, Saginaw , Estate Planning Paralegal – High Net Worth Group, Legal , Detroit, Michigan