Estate Planning & Probate Paralegal

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

Benefits offered by this job

Dental insurance

Health insurance

Life insurance

Job summary

Orionplacement in Scottsdale, AZ, is seeking a paralegal with hands-on experience in wills, trusts, estates, and probate to join our established estate planning practice. You will manage files from intake through closing and coordinate with attorneys and clients.

This full-time, on-site role offers meaningful ownership of matters, collaborative work with a dedicated legal team, and room to grow in sophisticated estate planning.

Qualifications

• 2+ years of relevant wills, trusts, estates, probate, or estate planning experience required.
• Working knowledge of probate procedures and estate administration timelines.
• Ability to independently manage multiple matters while collaborating with attorneys and staff.
• Proficiency with MS Office, e-filing systems, calendaring tools, and practice management software.

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

Paralegal experience

Organization

Attention to detail

Deadline management

Communication

Education

Paralegal certificate or degree

Tools

Clio

Microsoft Office

E-filing systems

Notary commission

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