Estate Planning Attorney - Maintenance and Administration

Trajan Wealth LLC • Scottsdale, AZ

1d • Onsite

About The Position

Trajan Estate is an estate planning law firm that focuses exclusively on helping clients with both basic and advanced planning needs. We are the first non-lawyer owned law firm approved under the new Arizona Supreme Court Alternative Business Structure and work exclusively with our sister company, Trajan Wealth, to also address our clients' financial and tax planning needs. With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

We are seeking an experienced Estate Attorney to join our team and focus on the administration side of estate planning. This role is dedicated to guiding families through the estate process following a death, including managing death claims, handling estate administration steps, and ensuring that legal and financial matters are efficiently resolved. The ideal candidate will balance technical expertise with empathy, providing families clarity and support during a challenging time.

This role would be based out of our corporate office in Scottsdale.

Requirements

• Juris Doctor (JD); licensed to practice law in Arizona.
• Minimum 3 years handling estate administration, probate, or trust law; estate planning experience preferred.
• Proficiency in probate procedures, fiduciary duties, estate tax considerations, and asset distribution processes.
• Exceptional interpersonal communication, with the ability to educate and support individuals during emotionally sensitive situations.
• Detail-oriented, organized, and able to manage multiple cases under deadlines.
• Operating mindset aligned with fiduciary principles-client-first, transparent, and collaborative.

Nice To Haves

• estate planning experience preferred

Responsibilities

• Lead estate and trust administration-including probate, post-death asset distribution, and death claims coordination with insurers, banks, and third parties.
• Serve as a trusted guide to families and fiduciaries in navigating required next steps after a client's passing.
• Collaborate internally with Trajan's in-house financial advisors and tax professionals to align estate settlement with broader wealth strategies
• Draft, review, and file administration documents (e.g., probate petitions, inventories, accountings).
• Communicate with executors, trustees, and beneficiaries in clear, empathetic terms-explaining complex procedures with sensitivity and understanding.
• Protect heirs' interests, ensuring proper distribution, asset transfer, and minimizing legal pitfalls.
• Stay current on relevant laws, including probate, trust, and estate tax rules both federally and within Arizona (and other states as applicable).

Benefits

• $100,000 base salary plus bonus
• 401(k) with a matching contribution up to 13%.
• United Healthcare PPO medical coverage for employees, paid by the company.
• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
• Generous holidays and PTO.
• Future career growth opportunity.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior