Estate Planning Paralegal
Professional Partners GroupScottsdale, AZ
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Overview
Remote
On-site
Job Description
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
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FAQs About Estate Planning Paralegal Jobs at Professional Partners Group
What is the work location for this position at Professional Partners Group?
This job at Professional Partners Group is located in Scottsdale, AZ, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Professional Partners Group?
Employer has not shared pay details for this role.
What employment applies to this position at Professional Partners Group?
The employer has not provided this information. This may be discussed during the hiring process.
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