Estate Planning Paralegal: Private Client Services Benefits

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

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.