Estate Planning Paralegal - 70-80K DOETrajan Wealth LLC • Scottsdale, AZ, US
Estate Planning Paralegal - 70-80K DOE
Trajan Wealth LLC • Scottsdale, AZ, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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 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
Job Description
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
Working conditions
This position is onsite at our Scottsdale corporate headquarters. This position requires sitting, standing, and the ability to lift 10 pounds.
Benefits
[job_alerts.create_a_job]
Estate Planning Paralegal • Scottsdale, AZ, US
[internal_linking.related_jobs]
The Opportunity : Trust + Estates Paralegal.Our distinguished client is a premier law firm specializing in providing comprehensive estate planning, trust administration, and probate services to our ...[show_more]
We are seeking a highly skilled and detail-oriented Paralegal with specialized experience in real estate development, construction, architectural, and consultant contract and litigation matters to ...[show_more]
A highly respected firm is seeking a trust and estate attorney with 3+ years of experience in trust, estate, probate, estate planning, and tax law.
This role is ideal for an attorney who enjoys comp...[show_more]
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' future...[show_more]
Founded in 1978, we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journal's survey of the nation's largest law firms.We're also Mansfield...[show_more]
Are you highly competitive, motivated by results, and looking for a role where your earning potential has no limits? Our award-winning Inside Sales & Retention teams excel at driving customer decis...[show_more]
The Good Life MedStaff is seeking a travel Outpatient Physical Therapist for a travel job in Maricopa, Arizona.Job Description & Requirements.
Maricopa area Therapy is in need of a Physical Ther...[show_more]
We’re The Husband & Wife Law Team, and for nearly 30 years we’ve been fighting for people who’ve had their lives turned upside down.
We don’t just handle cases, we change...[show_more]
About Rueb Stoller Daniel, LLP.Rueb Stoller Daniel, LLP, is a national plaintiffs’ firm that represents thousands of clients across the United States in complex multi-state and multi-district, mass...[show_more]
Determining compensation for this role (and others) at Vaco / Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licens...[show_more]
Have a car? Earn a $1,000 BONUS + $10,000 GUARANTEE • when you sign up to drive your own vehicle and help transport others to healthcare appointments around Phoenix!.
Veyo is a mission-driven company...[show_more]
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community.From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal ...[show_more]
AlliedTravelCareers is working with AMN Healthcare Allied to find a qualified Certified Occupational Therapist Assistant (COTA) in MARICOPA, Arizona, 85138!.
Job Description & Requirements.Occup...[show_more]
Salary offers are based on the candidate's equivalent experience and internal equity with other employees within the same job classification.
The position is eligible for overtime compensation for a...[show_more]
At National Bank of Arizona, we're a community of professionals with relationships at our core.We strive to promote an engaging environment with accessible leadership and on-going employee developm...[show_more]
About Rueb Stoller Daniel, LLP.Rueb Stoller Daniel, LLP, is a national plaintiffs’ firm that represents thousands of clients across the United States in complex multi-state and multi-district...[show_more]
Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission.
Outlier is committed to improving the intelli...[show_more]
Paralegal, Real Estate (Legal) About Carvana At Carvana, we’re changing the way people buy and sell cars.With an ambitious vi...[show_more]
Trust + Estates Paralegal
Capstone Search Partners • Phoenix, AZ, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Paralegal
Stockdale Capital Partners • Scottsdale, AZ, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Trust & Estate Planning Attorney Wanted
Gpac • Phoenix, Arizona, United States
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_variable_days]
Estate Planning Paralegal - 70-80K DOE
Trajan Wealth LLC • Scottsdale, AZ, USA
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Discovery Paralegal
Wilson Elser - Business & Legal Professionals • Phoenix, AZ, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Retention Agent - No Sales Experience Required
EchoStar • MARICOPA, Arizona, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Travel Outpatient Physical Therapist
The Good Life MedStaff • Maricopa, AZ, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Paralegal
The Husband and Wife Law Team • Phoenix, AZ, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Paralegal
RUEB STOLLER DANIEL LLP • PHOENIX, Arizona, United States, 85016
[job_card.full_time]
[last_updated.last_updated_30]
Payroll Manager
Vaco by Highspring • Maricopa, Arizona, United States
[job_card.permanent]
[last_updated.last_updated_30] • [promoted]
Drive & Earn - $10,000 Guarantee - Flexible Hours
Veyo • Carefree, AZ, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Senior Loan Coordinator
Enterprise Bank and Trust • Paradise Valley, AZ, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Travel Certified Occupational Therapist Assistant (COTA) - $1,489 to $1,549 per week in Maricopa, AZ
AlliedTravelCareers • MARICOPA, AZ, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Paralegal - Civil
Maricopa County • Phoenix, AZ, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Branch Relationship Banker (Personal Banker) - Carefree (AZ)
BankTalent HQ • Carefree, AZ, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Paralegal
DALIMONTE RUEB LITIGATION • Phoenix, AZ, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Paralegal (Remote)
Scale AI • Phoenix, Arizona, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Paralegal, Real Estate
Carvana • Tempe, AZ
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_variable_days]