Estate Planning Paralegal

Swlaw; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay

Generous benefits

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401K/profit sharing

Paid holidays

Tuition reimbursement

PTO

Job summary

Snell & Wilmer is seeking an Estate Planning Paralegal to join its Private Client Services Practice Group in Phoenix. The ideal candidate will support estate and trust planning for high-net-worth individuals and families, with a focus on accuracy, organization, and clear communication.

The role requires a paralegal certificate and 2+ years of estate/trust planning experience, along with strong drafting, negotiation, and multitasking abilities.

Qualifications

• BA/BS degree and paralegal certificate from ABA-accredited program (or equivalent).
• At least 2 years of paralegal experience in estate and trust planning or equivalent.
• Ability to multi-task and prioritize assignments while delivering quality work.
• Strong written and verbal communication skills.

Responsibilities

• Assist attorneys with estate planning, trust administration, probate, and related matters.
• Prepare and revise estate planning documents (trusts, wills, powers of attorney, healthcare directives).
• Assist with trust funding, asset retitling, and wealth-transfer planning.
• Prepare probate and estate administration documents, inventories, notices, and filings.
• Coordinate with clients, trustees, beneficiaries, and professionals.

Skills

Attention to detail

Communication

Multi-tasking

Self-start

Education

Baccalaureate degree

Paralegal certificate

Tools

Microsoft Word

Case management software

Job description

Phoenix
Phoenix office
1 E Washington St
Suite 2700
Phoenix, AZ 85004, USA

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.

The position responsibilities may include, but are not limited to the following:

• 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

Snell & Wilmer offers a competitive performance-based compensation and agenerousbenefits package starting on your first day.The benefits package includes medical, dental, vision, disability, life insurance, 401K/profit sharing, paid holidays, tuition reimbursement and paid time off including vacation time, personal time, and sick time where appropriate.Snell & Wilmer values the principles ofDiversity, Inclusion, and Belonging .

We are an Equal Employment Opportunity employer.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.