Estate Planning Paralegal - $75-85K base salary plus bonus

Trajan Wealth LLC • Scottsdale, AZ

1d • Onsite

About The Position

Trajan Estate Law Firm is a leading estate planning law firm dedicated to helping individuals and families secure their legacies and protect their loved ones' futures. We pride ourselves on providing comprehensive, compassionate, and personalized estate planning solutions. Our mission is to make complex legal processes accessible and empower our clients to make informed decisions about their wealth and assets. As a fiduciary firm, we act solely in our clients' best interests. Every member of the Trajan team takes this responsibility seriously and is committed to delivering thoughtful, objective guidance that supports our clients' long-term financial success. We are seeking an experienced Estate Paralegal to join our team focused primarily on existing client maintenance and support. The ideal candidate will have excellent customer service skills and experience working directly with clients across the country on estate plan updates and post-death trust administration, as well as general administrative support (phones, email, incoming and outgoing mail, collecting payment, etc.). This position will be onsite at our Scottsdale Corporate office.

Requirements

• Minimum 3 years estate planning experience drafting estate planning documents, updating estate plans, and handling post-death estate administration
• Exceptional interpersonal communication, with the ability to educate and support individuals during emotionally sensitive situations.
• Proficiency in Microsoft platforms such as Word, SharePoint, OneDrive, and Excel, as well as Adobe
• Detail-oriented, organized, and able to manage many tasks under deadlines

Responsibilities

• Work directly with existing clients to answer questions, ascertain needs, and prepare trust amendments, updated powers of attorney, deeds, LLC/corporate documents, and other elements of a client's estate plan
• Work directly with and prepare post-death documents for trustees/beneficiaries during the post-death trust administration (and occasionally, probate) process
• Work directly with and support clients throughout the funding process
• Provide general administrative support such as answering phones, managing attorneys' emails, and assembling and mailing new clients' estate planning binders
• Draft new estate plan documents on an overflow basis to support the drafting paralegals as needed
• Be comfortable servicing most clients virtually across the country

Benefits

• Starting Salary of $75,000 to $85,000 depending on experience.
• 401k with matching component up 13%
• United Healthcare PPO Medical employee coverage paid by Company
• Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
• Generous holidays and PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees