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Paralegal - Estate Planning

3 months ago

Phoenix, United States Ascendion Full time

We are committed to providing exceptional legal services in estate planning, probate, and trust administration. Our team is dedicated to helping clients navigate complex legal landscapes with compassion and expertise. We are seeking a seasoned Estate Planning Paralegal to join our dynamic team in Phoenix, Arizona.


Job Description:

We are looking for an experienced Estate Planning Paralegal who is passionate about helping clients plan for the future. The ideal candidate will have a deep understanding of estate planning, probate, and trust administration processes and will be able to work independently while managing a diverse caseload.


Responsibilities:

  • Assist attorneys in preparing and drafting estate planning documents, including wills, trusts, powers of attorney, and advance directives.
  • Conduct client interviews and gather necessary information for estate planning and probate matters.
  • Prepare and file probate documents, manage estate administration, and ensure compliance with court deadlines.
  • Conduct legal research and draft memoranda as needed.
  • Maintain and organize client files, ensuring all documentation is accurate and up-to-date.
  • Communicate with clients, beneficiaries, and other parties to provide updates and gather necessary information.
  • Assist with trust administration, including the preparation of trust accountings and distributions.
  • Coordinate and manage estate planning seminars and client workshops.
  • Provide administrative support to attorneys as needed.


Qualifications:

  • Minimum of 6 years of experience as a paralegal, with a focus on estate planning, probate, and trust administration.
  • Paralegal certification or degree from an accredited institution.
  • Strong understanding of Arizona estate planning laws and probate procedures.
  • Exceptional organizational skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Proficiency in legal research tools and estate planning software.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • High level of professionalism and client service orientation.


Benefits:

  • Competitive salary commensurate with experience.
  • Comprehensive health, dental, and vision insurance.
  • 401(k) plan with employer match.
  • Paid time off and holidays.
  • Opportunities for professional development and continuing education.
  • Supportive and collaborative work environment.