Estate Planning Paralegal

PROFESSIONAL PARTNERS GROUP
Legal Staffing
Estate Planning
Paralegal
NOW HIRING SCOTTSDALE, AZ ON SITE
We are seeking an experienced Estate Planning Paralegal to join a growing estate planning practice in
Scottsdale. This role is ideal for a detail-oriented professional who enjoys drafting sophisticated estate
planning documents, working directly with clients, and contributing to a collaborative, fast-paced legal team.
POSITION Estate Planning Paralegal
PRACTICE Estate Planning
CLIENT Growing Scottsdale estate planning practice
LOCATION Scottsdale, AZ (on site)
EXPERIENCE 3+ years of estate planning paralegal experience
EMPLOYMENT TYPE Contract-to-hire or direct placement, pending candidate experience
POSITION OVERVIEW
The successful candidate will have strong technical drafting skills, excellent written and verbal
communication abilities, and a commitment to delivering exceptional client service.
KEY RESPONSIBILITIES
Draft estate planning documents including trusts, wills, powers of attorney, deeds, LLC formation
documents, and other estate and business planning documents
Meet directly with clients to review and finalize estate planning documents
Prepare, proofread, and edit legal documents for accuracy and completeness
Maintain organized client files and ensure all documentation is completed accurately and on time
Coordinate client appointments and communicate with clients throughout the planning process
Assist with administrative functions including answering phones, scheduling appointments, processing
mail, collecting payments, and general office support
Work collaboratively with attorneys and fellow paralegals to provide an exceptional client experience
QUALIFICATIONS REQUIRED
Minimum of three (3) years of estate planning paralegal experience
Experience drafting trusts, wills, powers of attorney, deeds, LLCs, and related estate planning
documents
Experience with WealthCounsel software
Strong attention to detail with excellent proofreading and organizational skills
Outstanding written and verbal communication skills
Ability to manage multiple priorities in a fast-paced environment

Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
Professional, positive attitude with strong client service skills
QUALIFICATIONS PREFERRED
Bachelor's degree or Paralegal/Legal Assistant Certificate
Experience working with estate planning and business formation documents
Strong research and problem-solving abilities
WORK ENVIRONMENT
Full-time, on-site position in Scottsdale, Arizona
Office-based environment requiring extended periods of sitting, typing, and computer work
Collaborative team environment focused on delivering high-quality legal services and an outstanding
client experience