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Paralegal – Estate and Trust Management

Brighton, MI

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Full Time

About Foguth Financial Group

Foguth Financial Group is a comprehensive financial planning firm located in beautiful, Downtown Brighton. Our organization is internally driven to exceed client experience expectations.

About This Role

Foguth Financial Group is a financial services firm that is internally driven to help individuals and families to find peace and purpose for their money. We have a track record of exceeding client expectations and fostering relationships within our local communities. We are currently expanding our team, and we are looking for a Paralegal in Brighton to be a part of our continued growth.

 

The Paralegal – Estate and Trust Management will play a vital role in supporting our clients’ estate planning needs by acting as a liaison between our firm, clients, and our external legal services partner. This individual will assist with the coordination and management of client documents, trust and estate workflows, and communication processes to ensure a smooth client experience.

 

Regular activities will include:

  • Client Coordination: Serve as the primary point of contact for clients regarding estate planning-related inquiries, ensuring they are informed and supported throughout the process.
  • Liaison Duties: Work closely with external legal services provider (SAAS) to facilitate the drafting, review, and execution of trust documents, wills, and other estate planning documents.
  • Documentation Management: Organize, track, and maintain records of client estate planning documents and ensure compliance with company policies and regulatory standards.
  • Process Oversight: Monitor workflows between clients and external legal services provider, ensuring deadlines are met and processes are efficiently managed.
  • Compliance Support: Ensure all documents and communications align with industry regulations and company policies.
  • Team Collaboration: Partner with financial advisors to incorporate estate planning insights into comprehensive wealth management strategies.

 

Our ideal candidate has:

  • Education: Associate’s or Bachelor’s degree in Paralegal Studies, Legal Studies, or a related field. Paralegal certification strongly preferred.
  • Experience: Minimum 2 years of paralegal experience, ideally in estate planning, trusts, or related areas.
  • Skills:
    • Proficient with technology and able to learn new systems quickly, including Microsoft 365, CRM software, and estate planning SaaS (e.g., Wealth.com)
    • Strong organizational and project management abilities.
    • Excellent written and verbal communication skills.
    • Detail-oriented with a commitment to accuracy.
    • Familiarity with estate planning terminology and documentation.

Benefits include:

  • Healthcare, Dental, Vision Benefit options
  • Bonus Compensation Program
  • Eligibility for Company Vehicle
  • Employee Nutrition Program
  • Other Perks specific to Foguth Financial Group

 

 

The right candidate’s values will align with FFG’s core values.

FOGUTH FINANCIAL GROUP’S CORE VALUES

  1. Open, honest, positive, ethical
  2. Proud and loyal
  3. Client first
  4. Work works, get it done.
  5. Encourage the heart and show appreciation

 

Please send all inquiries to:

Alec Mooradian, Director of Recruiting and Talent

amooradian@foguthfinancial.com | (810) 206-3465

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Advisory services offered through Foguth Wealth Management, LLC (“FWM”), an SEC registered investment advisor (SEC No. 801-128714). FWM’s Form ADV Part 2A and Form ADV Part 3, are available free of charge at https://adviserinfo.sec.gov/. Foguth Financial Group is a trade name used exclusively for marketing purposes, is commonly owned and operated, and is not a registered investment advisor. Insurance products are offered only by duly licensed individuals and are not offered through FWM. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice.

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