Estate Planning Paralegal — Private Client Focus

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

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.