Estate Planning and Administration Paralegal

Passionate about providing top-notch client service in a dynamic legal environment? Join our client, an Estate Planning and Financial Coaching law firm located in the Scottsdale, AZ area.

As an Estate Planning and Administration Paralegal, you’ll play a vital role in supporting attorneys and providing exceptional client service.

You’ll be at the heart of their team, working closely with attorneys to ensure that all tasks are efficiently and accurately completed, making a meaningful impact in a professional legal setting while honing your skills and growing your career.

Why You Should Apply :

• Be part of a collaborative team where your contributions truly matter.
• Work in a professional legal and financial environment that values excellence.
• Benefit from mentorship by experienced attorneys and legal professionals.
• Take advantage of personal and professional development opportunities.
• Competitive salary with an exceptional benefits package, including health and dental insurance (100% covered for employees), extensive PAID time off, 401(K) with company match, and no-cost life and long-term disability insurance.

What You’ll Be Doing :

• Prepare and assemble living trusts, last wills, deeds, and health care documents, including Property Power of Attorney, Mental Health Care Power of Attorney, HIPAA Authorizations, and Living Wills.
• Review completed intake forms and input pertinent information into the client management system for document production, following up with the attorney or client for clarification as needed.
• Explain estate planning documents to clients, obtain appropriate signatures, and answer client questions without providing legal advice.
• Assemble estate planning binders, make appropriate copies, scan signed pages, and organize them in the appropriate digital format in the client file.
• Conduct Asset Review Meetings, gathering all necessary asset information for document preparation.
• Record detailed notes summarizing each signing meeting in the client management software.
• Prepare a variety of court documents, including probate and guardianship petitions.
• Draft client correspondence, tax forms, and other essential documents.
• Calendar critical deadlines and follow up on outstanding inquiries, client status meetings, and phone calls.
• Prepare financial institution-specific claim forms and proofread teammates’ work.
• Identify client needs and bring them to the attorney’s attention for further legal advice.
• Participate in and contribute to internal meetings and support paralegals and attorneys with various administrative tasks as needed.
• All other tasks assigned by supervisor, Leadership, or attorneys.

About You :

• Be an outstanding, multi-year paralegal, with a desire to learn, be coached, and grow.
• Possess a keen eye for detail with excellent word processing, typing (55+ WPM), spelling, and proofreading skills.
• Demonstrate an in-depth understanding of living trusts, last wills, and health care documents.
• Capable of explaining complex estate planning documents to clients in a clear, professional manner.
• Exhibit flexibility and adaptability to new tasks, processes, or areas of support.
• Show a proactive approach to problem-solving and continuous improvement.
• Intermediate knowledge of Microsoft Outlook, Word, and Excel with a willingness to learn other Microsoft Office applications and practice management software.
• Uphold the firm’s values and adhere to all company policies.
30+ days ago