Job Description

Job purpose

Trajan Estate, LLC is an innovative estate planning law firm that focuses exclusively on helping clients with both basic and advanced planning needs. We are the first law firm approved under the new Arizona Supreme Court Alternative Business Structure with a combination of lawyer and non-lawyer owners and work exclusively with our sister company, Trajan Wealth, to also address our clients’ financial and tax planning needs. Trajan Estate, LLC also provides the back-office legal services for Estate Lawyers, PLLC, which provides estate planning services to clients outside of Arizona and Utah.

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.

Duties and 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

Qualifications

• 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.

Working conditions

This is an in-office (not remote) position. Requires sitting, typing and working on a computer for long periods of time in an open office environment (cubicle).

Benefits

• $75,000 to $90,000 base salary
• 401(k) with a matching contribution up to 13%.
• United Healthcare PPO medical coverage for employees, paid by the company.
• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
• Generous holidays and PTO.