Estate Administration Legal Assistant or Paralegal

Kinghorn Law•Tucson, AZ

33d•$23 - $29•Onsite

About The Position

Kinghorn Law | Financial is an expanding estate planning law and financial firm dedicated to helping our clients navigate complex legal and financial matters. Our purpose is to empower individuals and families to achieve peace through educating, coaching, and serving with love and compassion. The right person for this position aligns with our core values of Extreme Ownership, Dignity, Warmth, Discovery, and Community. We are seeking a detail-oriented and highly organized paralegal with a minimum of five years of paralegal experience, preferably with a focus in estate planning. Candidates with an equivalent background providing support in a related financial field such as wealth management, tax preparation, insurance advisory services, or banking operations are also encouraged to apply. The ideal candidate will demonstrate strong analytical skills, sound judgment, and the ability to manage complex documentation in a fast-paced environment. This person will work under the guidance of a senior paralegal and an attorney and receive role-specific training. Experience in non-professional environments will not meet the requirements for this role. A successful candidate is interested in a long-term position and values stability in their career. This role is best suited for someone seeking to grow with our team rather than those pursuing short-term or transitional employment. Consistent work history and a demonstrated commitment to previous roles are strongly preferred. Please note that this is an in-office role, and remote work arrangements are not available.

Requirements

Detail oriented
Excellent verbal and written communication
Excellent grammar and proofing skills
Ability to collaborate and work in a team environment
Able to meet deadlines in a fast-paced environment
Ability to organize and prioritize
Self-directed
College or an equivalent combination of experience and training
Paralegal experience or extensive experience in a comparable professional role
Highly proficient in MS Office, especially MS Word

Responsibilities

Prepare court documents, including probate petitions, guardianship/conservatorship petitions, and all associated court pleadings and notices
Prepare client correspondence, valuation letters, notice to creditors, tax form documents, releases and waivers, accountings, beneficiary agreements, and all other associated documents to adequately administer the estate of a decedent or incapacitated person
Identify client needs and bring them to the attorney’s attention for legal advice
Calendar critical deadlines and follow up on outstanding inquiries, client status meetings, and phone calls
Prepare financial institution-specific claim forms
Proof teammates’ work product
Analyze and track information
Filing
Participate in and contribute to internal meetings
All other tasks assigned by supervisor, leadership, or attorneys