Probate and Trust Administration Paralegal

Probate, Trust Administration Paralegal or Legal Assistant (Ann Arbor area)

Title:             Paralegal or Legal Assistant

Reports to:    Founder/Principal Attorney

Assists:          Founder/Principal Attorney

Location:       Office in Kerrytown, Ann Arbor; hybrid work options available

Availability:  Looking for someone to start immediately

Comp:           Salary competitive and commensurate with experience.

Hours:           Flexible; Part-Time with growth potential to Full-Time

About Treetown Law

Treetown Law, PLLC is a local, mom-owned law practice that is committed to providing excellent estate planning, probate, and related services to clients in Michigan. We view estate planning as sacred work, and our approach is high-touch, compassionate, and sophisticated. Ashley meets her clients where they are—in our beautiful office in Kerrytown, on Zoom, at a backyard picnic table, or at the hospital bedside.

The slogan at Treetown Law is Relationships. Values. Love. Ashley centers the goals of peace of mind and family harmony in her legal strategies for clients, using state-of-the-art legal tools and a finely-honed attention to detail. She has built a warm, family-like atmosphere that also leverages technology, creating seamless, high-quality, timely services for clients while providing flexibility for staff.

Treetown Law currently consists of Ashley and Lisa, our Legal and Administrative Assistant. Ashley and Lisa coordinate schedules and work backwards from client deadlines, meet regularly to discuss priorities and progress toward goals, and cooperate seamlessly in the office and by phone and email. We are obsessed with constant practice improvement to grow sustainably and work efficiently. Our clients often stop by our office in Kerrytown to say hi, and we cherish our growing place in the Ann Arbor community. If you are a bad@$$, know how to manage your own time and get s*it done, and you are on board with what we are building, please apply!

About the Position

The Paralegal/Legal Assistant position is a team player role in a growing law practice. It is ideal for someone with a growth mindset, who loves a lot of responsibility and wants to be part of building a new, innovative law practice with a start-up culture. This position includes a wide variety of responsibilities, from paralegal tasks such as drafting, proofreading, and finalizing documents, to client communications, executive support, and operations management and improvement. We are looking for someone ambitious who likes people and variety but can also be very precise and detail-oriented. Our ideal candidate wants to grow with the firm.

Requirements

•       Obsessive about providing best-in-class client service and deliverables;

•       Absolutely trustworthy and honest;

•       Used to getting more done than people around you;

•       Expert Word-processor;

•       Efficient and methodical;

•       Detail-oriented;

•       Growth mindset;

•       Operations and administrative superstar, including operationalizing new ideas;

•       Driven to constantly improve skills and streamline workplace operations;

•       Lover of grammar, spelling, and punctuation;

•       Plans ahead and prioritizes work;

•       Adept at leveraging tech tools and smart operations to make repetitive tasks more efficient and streamlined, including integrations between software suites;

•       Self-directed and self-starting;

•       Able to thrive in a flexible environment;

•       Will Do, Can Do, I’ll Figure It Out attitude;

•       Comfortable taking initiative and working with little supervision;

•       Agile with web-based platforms and willing to learn new software;

•       Prompt, clear, courteous communicator;

•       2-5 years of professional experience.

Preferred, but Not Required

•       Paralegal experience in estate planning, probate, and/or trust administration;

•       Legal administrative experience;

•       Familiarity with court filings and procedures, Wealth Counsel, Lawmatics, Decision Vault.

Responsibilities (including but not limited to)

•       Support delivery of high-quality legal services through document drafting, revision, finalization, and preparation of deliverables for clients;

•       Design and support for growing probate and trust administration practice;

•       Organize and keep abreast of digital files, task lists, and deadlines;

•       Draft and mail correspondence.

•       Ensure Attorney is operating smoothly by providing administrative, operational, and tactical support.

•       Coordinate with Legal Assistant on improving workflow and serving client needs.

The Ideal Person

•       An outgoing person that loves working closely with a tight-knit team to cover all details;

•       A “figure it out using all the resources” person who will contribute meaningfully to process improvements, especially to Probate and Trust Admin workflows;

•       A tenacious “get things done” person who attacks a project and drives it through completion;

•       Gets work done well in advance of deadlines (not a last-minute person);

•       Keeps the trains running on time and drops no balls;

•       Stays cool and maintains a problem-solving approach;

•       Authentically friendly personality;

•       Strong written and verbal communication skills;

•       Smart, fast learner, creative and proactive, (i.e., a thinker, not just a doer);

•       Flexible and curious;

•       Excellent writing skills (professional tone, good grammar/spelling, ability to grasp concepts and construct documents, editing for formatting and consistency);

•       Must be sharp, professional, independent and self-motivated;

•       Start-up mentality, wants to grow with the firm.

How to Apply

• Please send a resume with cover letter email to lisa@treetownlaw.com. Your cover email should answer the question “Why do you feel you are the right fit for this job?”