Trust Administration and Estate Planning Specialist

11 hours ago


Grand Rapids, Michigan, United States Law Offices Of David L Carrier P C Full time
Job Overview

The Law Offices of David L. Carrier, P.C. is seeking an experienced Trust Administration and Probate attorney to join our team.

We are looking for a skilled professional who can work independently and as part of a team in a fast-paced environment. The ideal candidate will have an entrepreneurial mindset, strive for innovative solutions, and passionately help clients and their heirs preserve the family's life savings.

We are a unique firm that is not for everyone, but for some, we are a perfect fit. We seek candidates who are adept at teamwork and collaboration; who share our passion for helping families preserve their assets; who are energetic and upbeat; and who possess good analytical skills and outstanding client communication skills.

Key Responsibilities

  • Work with experienced attorneys and paralegals to learn our processes
  • Handle all aspects of the Probate and Trust Administration process, including meeting with clients, preparing and reviewing legal documents, and handling follow-up phone calls
  • Ensure that client wishes are fulfilled during the administration process
  • Manage your own caseload and travel to our satellite offices as needed
  • Counsel executors and beneficiaries on the benefits of creating their own estate plan
  • Lead educational seminars on the Probate and Trust Administration process
  • Ensure compliance with rules of professional conduct

Benefits and Perks

  • Health, dental, vision, life insurance, and short-term disability insurance
  • 401K matching up to 4% (eligible after 90 days)
  • Exceptional team environment

Work Location: Grand Rapids



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