Estate Planning Paralegal

Morris Hall, PLLC; Carefree (AZ); On-site; USD 34,000 - 55,000; Full time

Job summary

A premier estate planning law firm in Carefree, AZ is seeking an Estate Planning Paralegal to assist with document preparation, client interactions, and attorney scheduling. Candidates should have a minimum of 3 years' experience, strong organizational and communication skills, and be proficient in Microsoft Office. This full-time position offers the opportunity to work closely with clients and drive impactful results while maintaining high confidentiality and integrity.

Qualifications

• Minimum of 3 years of progressive estate planning experience.
• Excellent verbal and nonverbal communication skills.
• Proficient in Microsoft Office (Word, Outlook, Excel).
• Proficient with Microsoft Office and calendar management.

Responsibilities

• Assist with preparation of estate planning documents.
• Meet with clients to sign documents and assemble portfolios.
• Schedule attorney-client appointments.
• Prepare and send attorney correspondence.

Skills

Organizational skills

Customer service

Analytical thinking

Verbal communication

Team collaboration

Attention to detail

Proficiency in Microsoft Office

Tools

Microsoft Office

Job description

Morris Hall, PLLC (MH) is a premier estate planning law firm with 9 offices throughout Arizona. Our passion is to create long‑lasting relationships with our clients by securing their family legacies now and in the future.

Estate Planning Paralegal

Location: Carefree, AZ

Primary Responsibilities

• Assist with the preparation of estate planning and advanced estate planning documents, including trusts, wills, powers of attorney, healthcare directives, LLCs, ILITs, deeds, and other estate planning documents.
• Meet with clients to sign estate planning documents and assemble estate planning portfolios.
• Schedule attorney‑client appointments.
• Prepare and send attorney correspondence.

Qualifications

• Minimum of 3 years of progressive estate planning experience.
• Highly organized, punctual, detail‑oriented, deadline‑driven, and possess a compassionate and professional demeanor.
• Can‑do and will‑do mindset.
• Enjoy working in a team environment; confidence is a must.
• Driven and willing to wear multiple hats, including those that are not directly related.
• Open to learning and a hands‑on worker with the ability to work independently.
• Enjoy interacting with clients in person, on the phone, and via email.
• Take ownership of each file and maintain high integrity and confidentiality.
• Excellent verbal and nonverbal communication skills, superior customer service skills.
• Analytical thinker with an eye for detail.
• Ability to work collaboratively and switch gears regularly.
• Willing to periodically travel between Phoenix metro offices.
• Proficient in Microsoft Office (Word, Outlook, Excel), email, and calendaring.
• Coachable, down‑to‑earth, and professional.

Compensation

DOE. A wage history, along with a wage requirement, is a required component of your cover letter and resume.

More Information

• Hours: Monday–Thursday 8:00 a.m.–5:00 p.m., Friday 8:00 a.m.–4:00 p.m.
• This is an hourly position.
• Professional dress code.

Job Details

• Job Type: Full‑time
• Seniority Level: Mid‑Senior
• Employment Type: Full‑time
• Job Function: Legal
• Industry: Legal Services

To learn more about our firm, visit www.morrishall.com.