Estate Planning Paralegal - Client-Focused & Detail-Driven

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).

Responsibilities

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

Skills

Organizational skills

Customer service

Analytical thinking

Verbal communication

Team collaboration

Attention to detail

Proficiency in Microsoft Office

Job description

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.