Estate Planning Associate

Job Overview

A respected law firm is seeking a skilled Estate Planning Associate to join its Estate Planning Practice Team in Birmingham, Michigan. This position is ideal for a candidate with 3-5 years of experience in complex estate planning, including trusts, wills, estates, and tax-related planning. The successful candidate will be responsible for managing multiple projects, maintaining exceptional attention to detail, and delivering top-tier client service in a fast-paced environment.

Location

• Birmingham, Michigan

Duties

• Assist clients with the creation and execution of trusts, wills, and estates.

• Advise clients on complex tax-related estate planning matters.

• Manage and execute estate plans for taxable estates.

• Work closely with senior attorneys and clients to develop tailored estate plans.

• Prepare and review legal documents, including trust agreements, wills, and powers of attorney.

• Manage multiple client matters simultaneously, ensuring timely and effective delivery of legal services.

• Maintain strong client relationships and provide outstanding customer service.

Requirements

• 3-5 years of experience in estate planning, including trusts, wills, estates, and tax planning.

• Proven experience with taxable estates.

• Strong academic credentials and excellent communication skills.

• Ability to manage multiple projects and deadlines efficiently.

• Attention to detail and ability to deliver high-quality legal work.

• Proactive, adaptable, and able to thrive in a fast-paced environment.

• Admission to the Michigan Bar is required.

Education

• Juris Doctor (JD) from an accredited law school.

Certifications

• An LLM in Estate Planning or Taxation is preferred but not required.

• Admission to the Michigan Bar is required.

Skills

• Excellent communication and interpersonal skills.

• Strong legal research and writing skills.

• Ability to manage and prioritize multiple tasks and deadlines.

• Experience in estate tax planning and complex estate matters.

• Ability to work effectively in a team and independently.

Benefits

• Competitive salary and compensation package.

• Opportunity for professional development and career growth.

• Health, dental, and vision insurance.

• 401(k) with employer match.

• Paid time off and other benefits.

This premier law firm is a full-service provider of legal counsel, highly values diversity and inclusivity. It is recognized by U.S. News & World Report, Chambers USA, and The Best Lawyers in America as one of the best law firms in the USA. This firm values flexibility and work/ life balance. The work atmosphere is friendly, supportive, and encouraging, but also challenging. The firm values its attorneys and provides support and opportunities that help them create a successful career. The benefits of this firm include 401(k) plan, paid Bar Association fees, expense account for business, development purposes, medical, dental and vision insurance coverage, parking, all needed technology, and more. The requires a minimum total of 2,000 billable hours per year. This firm commitment to society includes financial contributions to a mixture of organizations, pro bono services, helping schools in their educational programs. The firms invest in outside of work experiences, such as summer picnics, holidays, birthday celebrations, and other spontaneous events.