Estate Planning Paralegal

Professional Partners Group

  • Scottsdale, AZ
  • 1 day ago
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    Skills

    • Administrative Skillsunmatched
    • Attorneyunmatched
    • Business Planunmatched
    • Calendar Managementunmatched
    • Communication Skillsunmatched
    • Customer Experienceunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Documentationunmatched
    • Estate Planningunmatched
    • File Maintenanceunmatched
    • Legalunmatched
    • Legal Documentsunmatched
    • Microsoft Excelunmatched
    • Microsoft Outlookunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Paralegalunmatched
    • Plan Meetingsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Proofreadingunmatched
    • Team Playerunmatched
    • Technical Drawingunmatched
    • Telephone Skillsunmatched
    • Time Managementunmatched
    • Typingunmatched
    • Writing Skillsunmatched

    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

    Numbers & Facts

    LocationScottsdale, AZ

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