Estate Planning Paralegal

Snell & Wilmer; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Disability

Life insurance

401K/profit sharing

Paid holidays

Tuition reimbursement

Paid time off

Job summary

Snell & Wilmer in Phoenix is seeking an Estate Planning Paralegal to support estate and trust matters for high-net-worth clients within the Private Client Services Practice Group.

The ideal candidate will have a paralegal certificate and a BA, at least two years of estate planning experience, and strong organizational and communication skills.

You will manage documents, coordinate with clients and financial institutions, and help ensure accurate, timely completion of filings.

Qualifications

• ABA-accredited paralegal training or equivalent
• 2+ years paralegal experience in estate and trust planning
• Ability to multi-task and prioritize assignments
• Strong attention to detail and ability to self-start
• Independent work with supervision when needed
• Strong written and verbal communication

Responsibilities

• Assist attorneys with estate planning, trust administration, probate, and estate matters.
• Prepare and revise estate planning documents: trusts, wills, powers of attorney, healthcare directives.
• Assist with trust funding, asset retitling, wealth-transfer planning, and closely held businesses.
• Prepare probate and estate administration documents, inventories, accountings, notices.
• Gather and organize financial, tax, asset, valuation, and client information.
• Coordinate with clients, trustees, beneficiaries, financial institutions, accountants, advisors, and other professionals.
• Track assets, distributions, expenses, tax obligations, court requirements, deadlines.
• Maintain client and matter files; assist with matter opening/closing/billing.

Skills

Organizational skills

Communication skills

Multitasking

Attention to detail

Self-starter

Written communication

Verbal communication

Education

Baccalaureate degree

Paralegal certificate

Job description

For Applicants Residing in California

Snell & Wilmer takes the privacy of the personal information that we collect from you during the employment application process seriously. In compliance with California’s Consumer Protection Act (“CCPA”), we are providing you with our Privacy Notice for California Residents and our general Privacy Policy. As required by the CCPA, our notice describes the categories of personal information we collect (or may collect) from you as well as our use and disclosure of that personal information. Please review this Notice and our Privacy Policy. By providing your personal information to as part of the recruitment or application process, you consent to the collection, use and disclosure of your personal information by Snell & Wilmer consistent with this Notice. By clicking “consent” or “I accept”, you acknowledge that you read and agree to Snell and Wilmer L.L.P.: Privacy Policy and Privacy Notice for California Residents located at https://www.swlaw.com/legal/privacy-policy.

Estate Planning Paralegal Job Details

Snell & Wilmer is seeking a full-time Estate Planning Paralegal to join its Private Client Services Practice Group in Phoenix. The ideal candidate will have experience supporting estate and trust planning matters involving high-net-worth individuals, families, fiduciaries, and closely held businesses. The position requires strong organizational and communication skills, attention to detail, sound judgment, and the ability to manage multiple priorities.

Position Responsibilities

• Assist attorneys with estate planning, trust administration, probate, and estate administration matters.


• Prepare and revise estate planning documents, including trusts, wills, powers of attorney, healthcare directives, beneficiary designations, and related documents.


• Assist with trust funding, asset retitling, wealth-transfer planning, and closely held business entities.


• Prepare probate and estate administration documents, inventories, accountings, notices, and related filings.


• Gather and organize financial, tax, asset, valuation, and client information.


• Assist with estate, gift, generation-skipping transfer, and fiduciary income tax matters and supporting documentation.


• Coordinate with clients, trustees, beneficiaries, financial institutions, accountants, advisors, and other professionals.


• Track assets, distributions, expenses, tax obligations, court requirements, and important deadlines.


• Maintain client and matter files and assist with matter opening, closing, billing, and document management.


• Proactively identify missing information, potential issues, and upcoming deadlines.

Experience and Qualifications

• Baccalaureate degree and paralegal certificate from ABA-accredited paralegal training program or equivalent combination of education and experience, required


• At least 2 years of paralegal experience in estate and trust planning or equivalent experience


• Ability to multi-task and prioritize assignments while delivering consistent, quality work-product to both attorneys and clients


• Strong attention to detail and ability to self-start


• Ability to work independently with appropriate supervision and to seek help when needed


• Strong written and verbal communication skills

Benefits

• Medical


• Dental


• Vision


• Disability


• Life insurance


• 401K/profit sharing


• Paid holidays


• Tuition reimbursement


• Paid time off including vacation time, personal time, and sick time where appropriate

Snell & Wilmer offers a competitive performance-based compensation and a generous benefits package starting on your first day. Snell & Wilmer values the principles of Diversity, Inclusion, and Belonging.

We are an Equal Employment Opportunity employer.