Estate Planning Paralegal – High Net Worth Group
- $70,000 - $95,000
- Detroit, MI
Support sophisticated estate plans for high net worth clients, right at the intersection of precision, trust, and legacy.
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 hunter@jobot.com or 248.636.2434 (direct cell #)
Apply here and contact Hunter Dahlstrom directly for details at hunter@jobot.com 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
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
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
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.
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.