Estate and Succession Planning Associate

Job Overview

A law firm seeks an Estate and Succession Planning Associate in Grand Rapids, MI. The role involves advising clients and drafting legal documents related to estate planning, estate and gift tax, and business succession planning, while supporting partner-level attorneys.

Duties

• Meet with clients to understand their wishes and draft documents such as Wills, Trusts, Powers of Attorney, and Health Care Directives.
• Advise on estate, gift, GST tax, and income tax matters for mid to high-net-worth individuals and families.
• Engage in estate administration, including preparing and filing probate documents and attending hearings.

Requirements

• Knowledge in estate planning, estate and gift tax, and business succession planning.
• Excellent written and oral presentation skills.
• Ability to summarize complex problems and propose solutions.
• Organizational and project management skills.
• Proficiency in online legal research services.
• Sound and independent judgment.
• Ability to work independently with minimal supervision.
• Manage new and existing client relationships.
• Engage in business development activities.

Education

• Graduate of an accredited law school.

Certifications

• Admitted to the Michigan State Bar, or eligible for prompt admission.

Skills

• Significant experience in complex estate planning matters.

Benefits