Estate Planning Paralegal

Snell & Wilmer • Phoenix, AZ

5d • Onsite

About The Position

Snell & Wilmer is seeking a full-time Estate Planning Paralegal to join its Private Client Services Practice Group in Phoenix. The ideal candidate will have experience supporting estate and trust planning matters involving high-net-worth individuals, families, fiduciaries, and closely held businesses. The position requires strong organizational and communication skills, attention to detail, sound judgment, and the ability to manage multiple priorities.

Requirements

• Baccalaureate degree and paralegal certificate from ABA-accredited paralegal training program or equivalent combination of education and experience, required
• At least 2 years of paralegal experience in estate and trust planning or equivalent experience
• Ability to multi-task and prioritize assignments while delivering consistent, quality work-product to both attorneys and clients
• Strong attention to detail and ability to self-start
• Ability to work independently with appropriate supervision and to seek help when needed
• Strong written and verbal communication skills

Responsibilities

• Assist attorneys with estate planning, trust administration, probate, and estate administration matters.
• Prepare and revise estate planning documents, including trusts, wills, powers of attorney, healthcare directives, beneficiary designations, and related documents.
• Assist with trust funding, asset retitling, wealth-transfer planning, and closely held business entities.
• Prepare probate and estate administration documents, inventories, accountings, notices, and related filings.
• Gather and organize financial, tax, asset, valuation, and client information.
• Assist with estate, gift, generation-skipping transfer, and fiduciary income tax matters and supporting documentation.
• Coordinate with clients, trustees, beneficiaries, financial institutions, accountants, advisors, and other professionals.
• Track assets, distributions, expenses, tax obligations, court requirements, and important deadlines.
• Maintain client and matter files and assist with matter opening, closing, billing, and document management.
• Proactively identify missing information, potential issues, and upcoming deadlines.

Benefits

• medical
• dental
• vision
• disability
• life insurance
• 401K/profit sharing
• paid holidays
• tuition reimbursement
• paid time off including vacation time, personal time, and sick time where appropriate

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree