Estate Planning Paralegal

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 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.