Job Description

Paralegal – Estate Planning Support

Location - Phoenix, AZ, 85054 (Onsite role)

Pay range - $55,000 - 60,000K

Shift - Monday - Thursday on 9am - 6 pm, Friday on 9am - 1 pm

About the Firm

Family office for retirement services committed to helping clients navigate their financial lives with clarity, care, and confidence. Our team values strong relationships, thoughtful planning, and a client-centered approach that combines expertise with genuine service.

Seeking an experienced Paralegal to join our team. This role is ideal for someone who thrives in a professional services environment, takes pride in precision, and enjoys being an integral part of a collaborative team. The position is primarily based in Peoria, with occasional travel within the Greater Phoenix Area to support client-facing legal needs.

Why Join Our Team

• Collaborative, respectful, and people-first workplace
• A culture that values accountability, trust, and initiative
• Collaborative, respectful, and people-first workplace
• Long-term career growth within a stable and expanding firm

Position Overview

The Paralegal plays a key role in supporting estate planning and legal document workflows by preparing, reviewing, and coordinating high-quality legal documents. This position works closely with internal service teams and external estate planning attorneys to ensure documents are accurate, compliant, and delivered on time, contributing to an exceptional client experience.

Key Responsibilities

• Draft and assemble estate planning documents—including wills, trusts, and related instruments—using approved templates and attorney guidelines
• Review legal documents for accuracy, consistency, and completeness, including names, dates, formatting, grammar, and personally identifiable information
• Coordinate document workflows with estate planning attorneys, including revisions, approvals, and final production
• Manage multiple matters simultaneously while meeting established timelines and service standards
• Maintain organized and current notes, records, and document status within Salesforce and other internal systems
• Schedule client appointments for document review, presentation, and execution
• Assist with preparation for client meetings and document signing
• Perform other duties related to estate planning support and legal operations as assigned

Skills & Competencies

• Excellent organizational skills with high attention to detail
• Strong ability to manage multiple priorities and deadlines
• Advanced proofreading and quality-control capabilities
• Clear, professional verbal and written communication skills
• Accurate typing and data entry skills
• Self-directed, dependable, and proactive
• Ability to work independently while collaborating effectively with cross-functional teams
• Positive, service-oriented attitude with consistent follow-through

Minimum Qualifications

• High School Diploma or GED
• Minimum of 2 years of administrative or legal support experience
• Prior experience in a law firm or legal services setting
• Certified Legal Document Preparer (CLDP)
• Proficiency with Microsoft Office and ability to quickly learn new software
• Availability to attend up to two evening events per month

Preferred Qualifications

• Associate's or Bachelor's degree
• Paralegal Certificate or formal paralegal education
• 2+ years of estate planning experience
• Background in professional or financial services environments
• Familiarity with wealth.com or similar estate planning platforms

Compensation & Benefits

• Salary Range: $55,000–$60,000 annually
• Paid Time Off
• Health Insurance eligibility
• Weekly half-day Fridays
• Professional, collaborative, and supportive team culture

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