Estate Planning Paralegal

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About the role

The Private Client Services Practice Group in Phoenix is seeking a full-time Estate Planning Paralegal to support estate and trust planning matters involving high-net-worth individuals, families, fiduciaries, and closely held businesses. The role requires strong organizational and communication skills, attention to detail, sound judgment, and the ability to manage multiple priorities.

Responsibilities

• Assist attorneys with estate planning, trust administration, probate, and estate administration matters.
• Prepare and revise estate planning documents, including trusts, wills, powers of attorney, healthcare directives, beneficiary designations, and related documents.
• Assist with trust funding, asset retitling, wealth-transfer planning, and closely held business entities.
• Prepare probate and estate administration documents, inventories, accountings, notices, and related filings.
• Gather and organize financial, tax, asset, valuation, and client information.
• Assist with estate, gift, generation-skipping transfer, and fiduciary income tax matters and supporting documentation.
• Coordinate with clients, trustees, beneficiaries, financial institutions, accountants, advisors, and other professionals.
• Track assets, distributions, expenses, tax obligations, court requirements, and important deadlines.
• Maintain client and matter files and assist with matter opening, closing, billing, and document management.
• Proactively identify missing information, potential issues, and upcoming deadlines.

Requirements

• Baccalaureate degree and paralegal certificate from ABA-accredited paralegal training program or equivalent combination of education and experience.
• At least 2 years of paralegal experience in estate and trust planning or equivalent experience.
• Ability to multi-task and prioritize assignments while delivering consistent, quality work-product to both attorneys and clients.
• Strong attention to detail and ability to self-start.
• Ability to work independently with appropriate supervision and to seek help when needed.
• Strong written and verbal communication skills.

Benefits

• Competitive performance-based compensation.
• Medical, dental, and vision insurance.
• Disability and life insurance.
• 401K/profit sharing.
• Paid holidays.
• Tuition reimbursement.
• Paid time off including vacation time, personal time, and sick time.