Estate Planning Associate: Growth, Impact & Equity

Mission Wealth; Scottsdale (AZ); On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Sabbaticals

Wellness benefits

Job summary

Mission Wealth is seeking an Estate Planning Associate to join a top-tier, award-winning team in a to-be-determined US office. The role emphasizes estate and tax knowledge, paralegal expertise, and collaborative client service within wealth management.

Ideal candidates bring 2–5 years in estate-focused roles, with a paralegal cert, JD or AEP/CEP preferred. In-office positions offer growth, equity pathway, and a comprehensive benefits package.

Qualifications

• 2–5 years of paralegal or estate-focused experience.
• Paralegal certification, JD, or AEP/CEP preferred.
• Knowledge of estate and tax laws and concepts.
• Familiarity with estate plan drafting, probate, trust administration, and estate settlement.
• Familiarity with Form 706, 709, and 1041.
• Strong technical skills.
• Excellent attention to detail and time management.
• Proficient in Microsoft Office and collaboration.

Responsibilities

• Work with a high-performing & growth-orientated team.
• Speak your mind, have your voice heard, innovate, and streamline existing processes.
• Grow yourself personally and professionally with the support of your team.
• Learn and utilize estate plan modeling software for client estate reviews.
• Assist with third-party estate document preparation.
• Review estate documents for key terms, roles, and potential issues.
• Perform legal research.
• Coordinate with third-party trust company partners.
• Coordinate and communicate with other team members to perform job functions.
• Other various assigned projects associated with estate, philanthropy, and wealth services.

Skills

Paralegal exp

Legal research

Attention to detail

Independent worker

Education

Paralegal cert

JD

AEP/CEP

Tools

Salesforce

MoneyGuidePro

eMoney

Microsoft Office

Job description

Mission Wealth is seeking an Estate Planning Associate to join a top-tier, award-winning team in a to-be-determined US office. The role emphasizes estate and tax knowledge, paralegal expertise, and collaborative client service within wealth management.

Ideal candidates bring 2–5 years in estate-focused roles, with a paralegal cert, JD or AEP/CEP preferred. In-office positions offer growth, equity pathway, and a comprehensive benefits package.