Trust and Estate Planning Specialist

4 weeks ago


Gilbert, Arizona, United States Adams & Martin Group Full time
Job Overview

We are seeking an experienced Estate Planning Paralegal to join our team at Adams & Martin Group. This part-time position offers the opportunity to make a meaningful impact on clients' lives while prioritizing work-life balance.

Estimated Salary: $60,000 - $80,000 per year

This salary range is based on industry standards for paralegals with similar experience and qualifications in trust and estate planning.

Responsibilities
  • Conduct initial consultations with clients, demonstrating empathy and understanding.
  • Draft trust and estate plans tailored to each client's unique needs.
  • Assist in probate and trust administration processes.
  • Maintain open communication with clients and provide exceptional service.
  • Collaborate with our team of experienced attorneys to deliver top-notch legal solutions in trust and estate matters.
Required Skills and Qualifications
  • Bachelor's degree in Paralegal Studies or a related field, or equivalent work experience in trust and estate planning.
  • Paralegal certification or eligibility to become a certified paralegal is preferred.
  • Prior experience as an estate planning paralegal, including drafting wills, trusts, and related documents.
  • Proficiency in legal research and staying updated on changes in trust and estate planning laws and regulations.
  • Strong interpersonal and communication skills to engage directly with clients in a friendly manner.
  • Excellent organizational and time management skills to handle multiple tasks and meet deadlines.
Benefits
  • Predictable work hours to ensure a healthy work-life balance.
  • Comprehensive benefits package, including 100% coverage of premiums on our lowest health insurance plan.
  • Ongoing training and professional development opportunities to enhance your skills and career growth.


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