Estate Planning Associate

Profile

Job Overview

A respected law firm is seeking a skilled Estate Planning Associate to join its Estate Planning Practice Team in Birmingham, Michigan. This position is ideal for a candidate with 3-5 years of experience in complex estate planning, including trusts, wills, estates, and tax-related planning. The successful candidate will be responsible for managing multiple projects, maintaining exceptional attention to detail, and delivering top-tier client service in a fast-paced environment.

Location

• Birmingham, Michigan

Duties

• Assist clients with the creation and execution of trusts, wills, and estates.

• Advise clients on complex tax-related estate planning matters.

• Manage and execute estate plans for taxable estates.

• Work closely with senior attorneys and clients to develop tailored estate plans.

• Prepare and review legal documents, including trust agreements, wills, and powers of attorney.

• Manage multiple client matters simultaneously, ensuring timely and effective delivery of legal services.

• Maintain strong client relationships and provide outstanding customer service.

Requirements

• 3-5 years of experience in estate planning, including trusts, wills, estates, and tax planning.

• Proven experience with taxable estates.

• Strong academic credentials and excellent communication skills.

• Ability to manage multiple projects and deadlines efficiently.

• Attention to detail and ability to deliver high-quality legal work.

• Proactive, adaptable, and able to thrive in a fast-paced environment.

• Admission to the Michigan Bar is required.

Education

• Juris Doctor (JD) from an accredited law school.

Certifications

• An LLM in Estate Planning or Taxation is preferred but not required.

• Admission to the Michigan Bar is required.

Skills

• Excellent communication and interpersonal skills.

• Strong legal research and writing skills.

• Ability to manage and prioritize multiple tasks and deadlines.

• Experience in estate tax planning and complex estate matters.

• Ability to work effectively in a team and independently.

Benefits

• Competitive salary and compensation package.

• Opportunity for professional development and career growth.

• Health, dental, and vision insurance.

• 401(k) with employer match.

• Paid time off and other benefits.

Company info

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