Estate Planning & Probate Paralegal
Scottsdale, AZ - USA
Job Summary
Pay: $65000.00 - $88000.00 per year
Why This Is a Great Opportunity
- Join an established estate planning practice where your work directly helps individuals and families protect their assets and legacies.
- Take meaningful ownership of estate planning probate and trust administration matters from intake through completion.
- Work closely with experienced attorneys while expanding your knowledge of sophisticated estate and probate matters.
- Build lasting client relationships in a professional compassionate and service-focused environment.
- Enjoy a stable full-time opportunity with benefits that may include health insurance paid time off retirement plan options and professional development.
Location: Scottsdale AZ. This is a full-time on-site opportunity for someone who enjoys collaborating closely with attorneys clients and a dedicated legal team.
Note: Candidates must have 2 years of hands-on experience with wills trusts estates probate or closely related estate planning matters.
About Us
We are an established Arizona estate planning practice focused on helping individuals and families protect what they have built and confidently plan for the future. Our team combines extensive estate planning experience with attentive personalized client service and a commitment to high-quality legal work. Confidential Employer.
Job Description
- Draft and review wills trusts powers of attorney health care directives deeds affidavits and related estate planning documents.
- Prepare and file probate pleadings petitions notices orders inventories and other court documents.
- Manage estate probate and trust administration files from intake through closing.
- Track court deadlines case calendars asset information creditor claims beneficiary information and matter status.
- Coordinate estate planning document execution signing meetings witnesses notarization and post-execution organization.
- Communicate professionally and compassionately with clients beneficiaries fiduciaries courts financial institutions title companies and other parties.
- Assist with estate asset collection trust funding real property transfers and beneficiary documentation.
- Conduct legal and factual research involving estate planning probate trusts guardianships conservatorships and related matters.
- Maintain accurate electronic and physical files while supporting attorneys with intake hearings document production and case preparation.
Qualifications
- 2 years of relevant wills trusts estates probate or estate planning experience required.
- Working knowledge of probate procedures estate administration timelines and estate planning document workflows.
- Strong organization proofreading communication and deadline-management skills.
- Ability to independently manage multiple matters while collaborating effectively with attorneys and staff.
- Comfortable working with Microsoft Office e-filing systems calendaring tools and legal practice management software.
- Paralegal certificate associate degree bachelors degree or equivalent legal experience preferred.
- Clio experience probate accounting experience trust administration knowledge and Notary commission are preferred.
Why You Will Love Working Here
You will become part of a knowledgeable team doing highly personal and meaningful legal work for individuals and families. We value accuracy professionalism compassion and collaboration while giving experienced paralegals the opportunity to take ownership of their work deepen their estate planning expertise and build a long-term career.
JPC - 2271
Benefits:
- Dental insurance
- Health insurance
- Life insurance
Requirements: Must-have:2 yrs of wills trusts estates or probate exp.
- Required Years as Associate: 2
Quick Recruiter Reference
Established Arizona estate planning practice hiring an on-site Estate Planning & Probate Paralegal in Scottsdale. Handles estate documents probate/trust administration court filings deadlines and client communication. Must have 2 years of wills trusts estates probate or directly related experience.
Recruiters Submission: To submit cancel - Estate Planning & Probate Paralegal - Dana Whiting Law - JPC- 2271 - source
**New Job Order Alert**
- Client job title: Estate Planning & Probate Paralegal
- Location: Scottsdale AZ
- On-site hybrid remote: On-site
- Experience: 2
- Good fit job titles/keywords for candidates: Estate Planning Paralegal Probate Paralegal Trusts & Estates Paralegal Estate Administration Paralegal Trust Administration Paralegal Wills & Trusts Paralegal
- # of hires needed: 1