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Estate Planning Paralegal - 70-80K DOE
Estate Planning Paralegal - 70-80K DOETrajan Wealth LLC • Scottsdale, AZ, USA
Estate Planning Paralegal - 70-80K DOE

Estate Planning Paralegal - 70-80K DOE

Trajan Wealth LLC • Scottsdale, AZ, USA
7 hours ago
Job type
  • Full-time
  • Quick Apply
Job description

Job purpose

About Trajan® Estate Law Firm : 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.

We are seeking an Estate Planning Paralegal to draft trusts, wills, POA's, deeds and LLC documents. The ideal candidate will have an eye for detail, excellent typing, writing, editing & phone skills, and work well under pressure. Client interaction skills are a must. We are looking for candidates with passion for providing an exceptional legal product and client experience, and excited to be part of a rapidly growing, evolving and innovative law firm.

Duties and responsibilities

  • Preparing trusts, wills, POAs, deeds, and LLCs - AZ and out-of-state
  • Preparing estate binders
  • Coordinating with clients, banks, financial advisors and insurance companies to assist our clients with funding their trust after they sign their documents
  • Working on a local team of paralegals servicing both in-state and out-of-state attorneys
  • Communicating with county recorders offices, corporation commission offices and secretary of state offices (in and outside AZ) to complete filings and recordings
  • Working closely with financial advisors and other team members at our sister company, Trajan Wealth

Qualifications

  • 2+ years Paralegal experience or similar role.
  • 4-year college degree or a paralegal / legal assistant certificate. CLDP's also welcome to apply.
  • Outstanding written and verbal communication capability
  • Strong research and problem-solving skills
  • Ability to work in a fast-paced environment with an ability to multi-task
  • Proficient knowledge of Microsoft Outlook, Word, Excel, PowerPoint
  • A positive attitude, well-organized, and detail-oriented, with a high tolerance for change.
  • Knowledge of investing and / or estate planning.
  • Strong communication and listening skills to uncover client needs
  • Experience working with WealthDocx preferred

    • Working conditions

    This position is onsite at our Scottsdale corporate headquarters. This position requires sitting, standing, and the ability to lift 10 pounds.

    Benefits

  • Starting Salary of $70,000 to $80,000 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
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    Estate Planning Paralegal • Scottsdale, AZ, USA