Trust Administration and Estate Planning Specialist
11 hours ago
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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