Estates and Trust Legal Assistant
Legal & Compliance/Legal Assistant
LHH
$60,000.00 - $70,000.00 per Year
Troy, MichiganPermanent
Legal Assistant
Legal & Compliance
LHH is looking for a Legal Assistant – Estate & Succession Planning for a law firm in Troy, MI dealing with high worth individuals. This is an in office role with Up to 4 remote days/month (max 2 per week)
About the Role:
You’ll support attorneys working with high-net-worth individuals on complex estate strategies. Ideal for candidates with 3-5 years of legal support experience, especially in estate, trust, or probate work.
Key Responsibilities:
Draft and prepare estate planning documents: wills, trusts, deeds, powers of attorney, probate pleadings
Coordinate and schedule client estate plan signings
Maintain digital and physical client files in accordance with firm policy
Update and organize client binders and related correspondence
Track and log estate/trust tax documents and financial statements
Communicate with clients, fiduciaries, and beneficiaries with professionalism
Manage attorney calendars, meetings, and travel arrangements
Track and enter attorney reimbursable expenses
Open new client matters and ensure files remain current and accurate
Maintain confidentiality and discretion at all times
Required Skills & Experience:
3–5 years of legal assistant experience (estate planning/probate experience strongly preferred)
Strong writing, editing, grammar, and proofreading abilities
Proficient in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint) and Adobe Acrobat DC
Familiarity with HotDocs and ProSystems Fx a plus
Highly organized, detail-oriented, and capable of managing multiple priorities
Able to work independently and exercise sound judgment
Excellent communication and client service skills
The Right Fit:
This role is ideal for someone confident, polished, and proactive—comfortable interacting with high-net-worth clients and attorneys alike. The environment is fast-paced yet highly professional, and the team is collaborative and detail-focused.
Additional Details:
On-site required in Troy, MI
Remote flexibility: Up to 4 days/month, but no more than 2 remote days/week
Reports to attorneys and paralegals within the Estate Planning group
Salary: $60,000 – $70,000 plus benefits
Pay Details: $60,000.00 to $70,000.00 per year
Search managed by: Jenny Ade
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Estates and Trust Legal Assistant
Legal & Compliance/Legal Assistant
LHH
$60,000.00 - $70,000.00 per Year
Troy, MichiganPermanent
Legal Assistant
Legal & Compliance
LHH is looking for a Legal Assistant – Estate & Succession Planning for a law firm in Troy, MI dealing with high worth individuals. This is an in office role with Up to 4 remote days/month (max 2 per week)
About the Role:
You’ll support attorneys working with high-net-worth individuals on complex estate strategies. Ideal for candidates with 3-5 years of legal support experience, especially in estate, trust, or probate work.
Key Responsibilities:
Draft and prepare estate planning documents: wills, trusts, deeds, powers of attorney, probate pleadings
Coordinate and schedule client estate plan signings
Maintain digital and physical client files in accordance with firm policy
Update and organize client binders and related correspondence
Track and log estate/trust tax documents and financial statements
Communicate with clients, fiduciaries, and beneficiaries with professionalism
Manage attorney calendars, meetings, and travel arrangements
Track and enter attorney reimbursable expenses
Open new client matters and ensure files remain current and accurate
Maintain confidentiality and discretion at all times
Required Skills & Experience:
3–5 years of legal assistant experience (estate planning/probate experience strongly preferred)
Strong writing, editing, grammar, and proofreading abilities
Proficient in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint) and Adobe Acrobat DC
Familiarity with HotDocs and ProSystems Fx a plus
Highly organized, detail-oriented, and capable of managing multiple priorities
Able to work independently and exercise sound judgment
Excellent communication and client service skills
The Right Fit:
This role is ideal for someone confident, polished, and proactive—comfortable interacting with high-net-worth clients and attorneys alike. The environment is fast-paced yet highly professional, and the team is collaborative and detail-focused.
Additional Details:
On-site required in Troy, MI
Remote flexibility: Up to 4 days/month, but no more than 2 remote days/week
Reports to attorneys and paralegals within the Estate Planning group
Salary: $60,000 – $70,000 plus benefits
Pay Details: $60,000.00 to $70,000.00 per year
Search managed by: Jenny Ade
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance