Estate Planning & Probate Paralegal

Orion Placement; Scottsdale (AZ); On-site; USD 65,000 - 88,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Life insurance

Job summary

Orion Placement is seeking a Paralegal for our established Arizona estate planning practice in Scottsdale. You will draft wills and trusts, file probate pleadings, and manage estate procedures from intake to closing, collaborating with attorneys and staff.

Ideal candidates have 2+ years in wills, trusts, estates or probate, strong organizational and communication skills, and proficiency with MS Office and legal software like Clio. This is a full-time, on-site role with benefits.

Qualifications

• 2+ years of relevant wills, trusts, estates, probate, or estate planning experience required.
• Working knowledge of probate procedures, estate administration timelines, and estate planning document workflows.
• Strong organization, proofreading, communication, and deadline-management skills.
• Ability to independently manage multiple matters while collaborating effectively with attorneys and staff.
• Comfortable working with Microsoft Office, e-filing systems, calendaring tools, and legal practice management software.
• Paralegal certificate, associate degree, bachelor's degree, or equivalent legal experience preferred.
• Clio experience, probate accounting experience, trust administration knowledge, and Notary commission are preferred.

Responsibilities

• Draft and review wills, trusts, powers of attorney, health care directives, deeds, affidavits, and related estate planning documents.
• Prepare and file probate pleadings, petitions, notices, orders, inventories, and other court documents.
• Manage estate, probate, and trust administration files from intake through closing.
• Track court deadlines, case calendars, asset information, creditor claims, beneficiary information, and matter status.
• Coordinate estate planning document execution, signing meetings, witnesses, notarization, and post-execution organization.
• Communicate professionally and compassionately with clients, beneficiaries, fiduciaries, courts, financial institutions, title companies, and other parties.
• Assist with estate asset collection, trust funding, real property transfers, and beneficiary documentation.
• Conduct legal and factual research involving estate planning, probate, trusts, guardianships, conservatorships, and related matters.
• Maintain accurate electronic and physical files while supporting attorneys with intake, hearings, document production, and case preparation.

Skills

Organization

Proofreading

Communication

Deadline management

Education

Paralegal certificate

Associate degree

Bachelor's degree or equivalent

Tools

Clio

Legal practice management software

Job description

Pay: $65,000.00 - $88,000.00 per year

Why This Is a Great Opportunity

• Join an established estate planning practice where your work directly helps individuals and families protect their assets and legacies.
• Take meaningful ownership of estate planning, probate, and trust administration matters from intake through completion.
• Work closely with experienced attorneys while expanding your knowledge of sophisticated estate and probate matters.
• Build lasting client relationships in a professional, compassionate, and service-focused environment.
• Enjoy a stable, full-time opportunity with benefits that may include health insurance, paid time off, retirement plan options, and professional development.

Location: Scottsdale, AZ. This is a full-time, on-site opportunity for someone who enjoys collaborating closely with attorneys, clients, and a dedicated legal team.

Note: Candidates must have 2+ years of hands-on experience with wills, trusts, estates, probate, or closely related estate planning matters.

About Us

We are an established Arizona estate planning practice focused on helping individuals and families protect what they have built and confidently plan for the future. Our team combines extensive estate planning experience with attentive, personalized client service and a commitment to high-quality legal work. Confidential Employer.

Job Description

• Draft and review wills, trusts, powers of attorney, health care directives, deeds, affidavits, and related estate planning documents.
• Prepare and file probate pleadings, petitions, notices, orders, inventories, and other court documents.
• Manage estate, probate, and trust administration files from intake through closing.
• Track court deadlines, case calendars, asset information, creditor claims, beneficiary information, and matter status.
• Coordinate estate planning document execution, signing meetings, witnesses, notarization, and post-execution organization.
• Communicate professionally and compassionately with clients, beneficiaries, fiduciaries, courts, financial institutions, title companies, and other parties.
• Assist with estate asset collection, trust funding, real property transfers, and beneficiary documentation.
• Conduct legal and factual research involving estate planning, probate, trusts, guardianships, conservatorships, and related matters.
• Maintain accurate electronic and physical files while supporting attorneys with intake, hearings, document production, and case preparation.

Qualifications

• 2+ years of relevant wills, trusts, estates, probate, or estate planning experience required.
• Working knowledge of probate procedures, estate administration timelines, and estate planning document workflows.
• Strong organization, proofreading, communication, and deadline-management skills.
• Ability to independently manage multiple matters while collaborating effectively with attorneys and staff.
• Comfortable working with Microsoft Office, e-filing systems, calendaring tools, and legal practice management software.
• Paralegal certificate, associate degree, bachelor's degree, or equivalent legal experience preferred.
• Clio experience, probate accounting experience, trust administration knowledge, and Notary commission are preferred.

Why You Will Love Working Here

You will become part of a knowledgeable team doing highly personal and meaningful legal work for individuals and families. We value accuracy, professionalism, compassion, and collaboration, while giving experienced paralegals the opportunity to take ownership of their work, deepen their estate planning expertise, and build a long-term career.

JPC - 2271

Benefits:

• Dental insurance
• Health insurance
• Life insurance