Paralegal OR Legal Assistant | Estate Planning and Administration

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 a Paralegal OR Legal Assistant , 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:
  • 100% employer-paid health and dental insurance
  • Extensive paid time off
  • 401(k) with company match
  • No-cost life and long-term disability insurance

What You’ll Be Doing:

Estate Planning:

• Prepare and assemble living trusts, wills, deeds, and health care documents (Property Power of Attorney, Mental Health Care Power of Attorney, HIPAA Authorizations, Living Wills).
• Review intake forms and input key information into the client management system; follow up for clarification.
• Conduct final client calls to confirm names and beneficiary details.
• Explain estate planning documents to clients, gather signatures, and answer general questions (without offering legal advice).
• Assemble binders, copy, scan, and digitally organize signed documents.
• Record detailed notes in the client management system after each signing meeting.
• Conduct client-facing Asset Review Meetings to gather asset details.
• Assist with court pleadings, client/financial correspondence, out-of-office signings, and various administrative and document-related tasks.
• Help coordinate reviews, assist with enrollment, and support client events and firm workshops.

Estate Administration:

• Prepare probate, guardianship, and conservatorship petitions, and related court documents.
• Draft client correspondence, valuation letters, tax forms, releases, waivers, and accountings.
• Prepare institution-specific claim forms and beneficiary agreements.
• Calendar deadlines, follow up on meetings and inquiries, and track estate and client file progress.
• Proofread internal work product and support estate strategy and document tracking.
• Participate in internal team meetings and all other tasks as assigned.

About You:

• You’re a multi-year legal assistant or paralegal with a desire to learn, be coached, and grow.
• You type 55+ WPM and have strong word processing, spelling, grammar, and proofreading skills .
• You demonstrate knowledge of estate planning documents and can explain them clearly and professionally to clients.
• You’re organized, detail-oriented, and able to manage competing deadlines.
• You take ownership of your tasks, are dependable, and maintain professionalism in all client-facing situations.
• You’re adaptable, collaborative, and approach challenges with a solution-oriented mindset.
• You have intermediate experience with Microsoft Outlook, Word, and Excel, and are comfortable learning new systems including practice management software.
• You respect confidentiality, exercise sound judgment, and align with strong core values.