Corporate Paralegal - Estates & Trusts

Job Title: Corporate Paralegal – Estates & Trusts

Location (city, state): Peoria, AZ

Compensation: $55,000–$60,000 base salary + quarterly performance bonuses (total compensation potential up to $71,000–$88,000 annually)

Industry: Financial Services / Wealth Management

Benefits: This position is eligible for medical, dental, and vision coverage (employer covers ~75% of employee premiums), 5% 401(k) match with Roth option, paid time off starting at 3 weeks annually (accrued from day one), separate sick time, quarterly bonus opportunities, and additional performance-based incentive trips. Education assistance is also available and encouraged.

About Our Client:

Addison Group is partnering with our client, a growing financial services firm specializing in estate planning and wealth management solutions. The organization is known for its collaborative environment, long-tenured team members, and strong internal promotion culture. The team is stable, service-focused, and committed to delivering high-quality client experiences.

Job Description:

Our client is seeking a Corporate Paralegal – Estates & Trusts to support the preparation, review, and coordination of estate planning legal documents. This role is heavily focused on accuracy, document quality control, and client-facing coordination within a structured, team-oriented environment. The position works closely with internal service and advisory teams to ensure timely and precise delivery of estate planning materials.

Key Responsibilities:

• Draft and prepare estate planning documents using established templates and guidelines
• Review legal documentation for accuracy, completeness, formatting, and consistency
• Verify names, dates, personal information, and other key details for correctness
• Manage an assigned caseload and ensure timely completion of documentation deliverables
• Maintain detailed client and case notes within Salesforce
• Coordinate with attorneys and internal stakeholders on document preparation and review
• Schedule and support client meetings related to document execution and presentation
• Support overall workflow efficiency and assist with additional administrative/legal tasks as needed
• Ensure adherence to internal quality and service standards

Qualifications:

• 2+ years of paralegal experience in a law firm, financial services, or wealth management environment
• Experience with estate planning documents, including revocable and irrevocable trusts
• Bachelor’s degree preferred
• Certified Legal Document Preparer (CLDP) required
• Strong proficiency in Microsoft Office; Salesforce experience is a plus
• Excellent attention to detail and proofreading accuracy
• Strong written and verbal communication skills
• Ability to manage multiple priorities and deadlines simultaneously
• Highly organized with strong time management skills
• Ability to work independently and within a team environment

Additional Details:

• Must be comfortable in a client-facing role with a polished and professional communication style
• Role requires strong structure, consistency, and a high level of accuracy
• Candidates should be proactive, dependable, and comfortable managing recurring deadlines
• Occasional evening client events (approximately two per month) may be required
• Hybrid team culture focused on collaboration and service excellence
• Strong tenure within the organization and opportunities for long-term growth paths into case design, relationship management, or broader financial services roles

Perks:

• Strong company culture with low turnover and long-tenured employees
• Structured career growth opportunities and internal promotion focus
• Weekly half-day Fridays supporting work-life balance
• Performance-based quarterly bonuses and revenue-sharing incentives
• Annual incentive trips based on company performance goals
• Education reimbursement and professional development support
• Stable, growing organization with consistent year-over-year growth
• Collaborative, supportive team environment with strong leadership mentorship

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.