What are the responsibilities and job description for the Estate Planning Legal Assistant position at NPAworldwide?
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.
