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Plunkett Cooney · 15 hours ago

Legal Assistant - Estate & Trust

38505 Woodward Ave, Bloomfield Hills, MI 48304, USA

Full-time

Onsite

Senior Level

$29.15/hr - $39.59/hr

5+ years exp

Plunkett Cooney is seeking a legal assistant to provide support to their Trusts & Estate Planning Practice Group. The role involves assisting attorneys with various estate planning and administration tasks, document preparation, and client interactions.

BankingInsuranceLegal

Growth Opportunities

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

Have good organization, time-management and multitasking skills

Be proficient managing busy calendars between multiple attorneys

Be proactive in cases with ability to produce high quality documents with short deadlines

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

Qualification

Estate planningTrust administrationLegal document preparationInteractive legal softwareMichigan Notary PublicMultitasking skillsOrganization skillsTime-management skillsCommunication skills

Required

Have five or more years of experience in the areas of estate planning and trust/estate administration preferred