Estate and Special Needs Planning Attorney (In-Office)

Job Description

Job Description

Build a Career That Truly Changes Lives

Do you want your work to make a lasting impact on families while being part of a supportive, high-performing team?

Our firm has the privilege of practicing in ESTATE and SPECIAL NEEDS PLANNING , an area of law that profoundly impacts families and creates lasting peace of mind. Because special needs planning is a practice area that many firms don't offer, you'll have UNIQUE OPPORTUNITIES for mentorship, professional growth, and developing a highly valuable legal skill set.

You’ll receive comprehensive training, work alongside experienced mentors, and become part of a firm that values excellence, collaboration, and genuine work-life balance.

Location: In-Office (Arizona)

Schedule: Monday–Friday, 8:00 AM–5:00 PM (with some flexibility)

Salary: Starting at $110,000 base pay, depending on experience

ATTORNEY (EP and Special Needs Planning)

Key Responsibilities

• Client Counseling & Education: Lead in-depth design meetings that uncover each individual’s and family's real dynamics and goals, then translate complex options into clear, compassionate guidance clients can act on with confidence.
• Document Drafting, Review & Editing: Draft, review, and refine estate planning documents including powers of attorney, healthcare directives, wills, trusts, and special needs trusts, ensuring every document is accurate and tailored to the client's plan.
• Consultation and Planning: Meet with clients before signing to confirm they fully understand their customized plan, answering questions and addressing concerns so they leave feeling confident, not confused.
• Collaboration: Work seamlessly as a peer alongside a highly experienced support team of paralegals and legal assistants.
• Case & File Management: Own your caseload from design meeting through signing, tracking file status, following up on stalled matters, and directing paralegal support on drafts and next steps to keep every file moving.
• Special Needs Practice Growth: Build real expertise in special needs planning, including first-party special needs trusts, third-party special needs trusts, and government benefits planning (SSI, Medicaid), with hands-on mentorship as you grow into this specialty.
• Trust & Probate Administration Support: As you grow in the role, or depending on your experience, take on trust administration and probate matters alongside our estate planning caseload.

Qualifications & Candidate Profile

• Active Arizona law license in good standing.
• Experience in estate planning or probate law is required. Experience with special needs planning is a plus, but not required—we will heavily train the right person.
• Exceptional patience, empathy, and verbal communication skills. The ideal candidate must be able to translate complex statutes into clear, compassionate guidance at the client's level.
• A reliable, high-confidence "technician" with the drive to self-initiate and continuously learn.
• A genuine passion and strong "why" for serving individuals and families through difficult situations and conversations.

Software & Tools Utilized

• Clio Manage / Clio Grow / Clio Draft
• WealthCounsel
• Microsoft Business

Compensation & Benefits

• Competitive starting salary of $110,000, based on experience.
• Performance-based incentive compensation tied to KPIs.
• Health insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• 401(k) with 4% employer contribution.
• Paid vacation (accrual-based).
• One week of paid sick leave.
• Paid bereavement leave.
• Jury duty leave.
• Voting leave and other applicable paid leave.
• Firm-paid professional dues.
• Continuing Legal Education (CLE) support.
• Ongoing professional development and mentorship.

Our Core Values

Everything we do is guided by five core values:

• Candor – Honest, respectful communication.
• Reliability – We do what we say we'll do.
• Evolving – We continuously learn and improve.
• Driven – We pursue excellence every day.
• Detail-Oriented – Exceptional service comes from exceptional attention to detail.

Why You'll Love Working Here

What makes our firm different isn't just the work—it's the people and the purpose behind it.

We also believe that a fulfilling legal career shouldn't come at the expense of your personal life. You'll enjoy a healthy work-life balance, a supportive and collaborative team, and leadership that genuinely invests in your success. We work with incredible clients, stay actively involved in our community, and celebrate wins together.

If you're looking for a place where your work is meaningful, your growth is supported, and your contributions truly matter, we'd love to meet you.

We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.