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