High Net Worth Paralegal

Description

We are seeking a Paralegal to perform a variety of duties to assist estate planning attorneys to whom assigned. Maintains positive contact with clients and observes confidentiality of client matters. Organizes and maintains probate, estate planning, real estate, and entity documents.

Key Responsibilities

• Work collaboratively with attorneys and other team members in all stages of estate planning, wealth transfers and estate and trust administration.
• Handle various aspects of trust and estate administration, including preparing and filing probate pleadings, as well as preparing beneficiary and creditor notices, inventories, accountings and tax documents.
• Prepare and file deeds and property transfer affidavits.
• Prepare routine estate planning documents such as financial power of attorney, health care power of attorney, and other ancillary documents.
• Assist with preparation of Form 706 Estate Tax Return and Form 709 Gift Tax Returns.
• Assist with forming entities, including preparation and filing of formation documents and obtaining taxpayer identification numbers from IRS.
• Assists with annual entity reports and other state and local filings for the maintenance of client entities and applicable business registrations.
• Communicate with clients and other parties to obtain information and documentation needed to prepare entity, real estate, estate planning, and probate documents.

Utilizes appropriate technology and software when applicable, including Word, Excel, and PowerPoint.

Skills, Knowledge and Expertise

Bodman PLC is one of Michigan’s leading business law firms with more than 170 lawyers.  We have a diverse client base that includes individuals and businesses in a variety of industries, with an emphasis on financial services, automotive, real estate and construction, technology, manufacturing, health care, and other sectors.