Estate Planning Paralegal — Client-Focused Trust & Admin Pro
Trajan Wealth
Trajan Estate Law Firm is seeking an experienced Estate Paralegal to support existing clients with estate plan updates, trust administration, and general admin duties. The role is onsite at our Scottsdale corporate office, with responsibilities spanning document drafting, client communication, and virtual client service. Ideal candidates have 3+ years in estate planning, strong interpersonal skills, and proficiency in Microsoft Office and Adobe. #J-18808-Ljbffr Trajan Wealth
$75k - $85k
Trajan Wealth LLC, located in Scottsdale, Arizona, is looking for an experienced Estate Planning Paralegal to join our team. In this role, you will draft and assist clients with trusts, wills, and other legal documents while providing exceptional client experiences. We...Suggested- Trajan Estate Law Firm in Scottsdale, AZ seeks an experienced Estate Planning Paralegal to draft trusts, wills, POAs, deeds, and LLCs, and to support both new and existing clients with precise document preparation. The ideal candidate has 3+ years of estate paralegal experience...SuggestedWork at office
- Trajan Estate Law Firm seeks an experienced Estate Paralegal to support existing clients with estate plan updates, post-death trust administration, and general administrative duties. This role is onsite at our Scottsdale corporate office and requires strong client service...SuggestedWork at office
$75k - $85k
...Trajan EstateTrajan® Estate Law Firm is a leading estate planning law firm dedicated to... ...accessible and empower our clients to make informed... ...an experienced Estate Paralegal to join our team focused primarily on existing... ...updates and post-death trust administration, as well...SuggestedTemporary workWork at office- Trajan Estate Law Firm in Arizona is seeking an Estate Planning Paralegal to draft trusts, wills, POAs, deeds, LLCs, and related documents for new clients. The ideal candidate will have keen attention to detail, strong typing, writing, editing, and phone skills, and perform...SuggestedWork at office
$75k - $85k
...Description About Trajan EstateTrajan® Estate Law Firm is a leading estate planning law firm dedicated to helping... ...accessible and empower our clients to make informed decisions... ...are seeking an Estate Planning Paralegal to draft trusts, wills, POA's, deeds, LLC's, and...Temporary workWork at office$70k - $85k
...Probate Litigation Paralegal Berk Law Group, P.C. | Scottsdale... ...-Time | In Office Help clients navigate high-stakes probate, trust, estate, and inheritance... ...busy Scottsdale law firm focused on probate, trust, estate... ...compensation Profit sharing plan Health insurance Life...Full timeWork at officeFlexible hours- ...Law Firm, PLLC in Scottsdale, AZ, seeks a dedicated Family Law Paralegal to support attorneys with case management, pleadings, and discovery... ...settlement documents, manage calendars, and liaise with clients, opposing counsel, and court staff. Arizona family law knowledge...
$26 - $30 per hour
A law firm in Scottsdale is seeking a Senior Family Law Paralegal to join its team. This role involves managing legal documents, case planning, and client communication. The ideal candidate will have over five years of paralegal experience, excellent communication skills...Hourly pay$17 - $22.55 per hour
...Branch Banking - Client Consultant I Location: Scottsdale, AZ 8... ...exists to create a positive and trusted branch experience where... ...fearful of acting with minimum of planning. Seizes more opportunities than... ...Eliminates roadblocks and creates focus. Uses his/her time effectively...Local area$58k
...fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard -...Temporary workWork at office- ...come first. With over 9 million clients and 20,000 financial advisors across... ...be privately-owned, placing the focus on our clients rather than... ...services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation...Temporary workWork experience placementWork at officeHome officeFlexible hours
$15.55 per hour
...PRO Services RepresentativeBase Pay: This role has... ...destination for our professional clients (PRO customer) in the... .... This position is focused on building... ...in turn earning their trust, while helping grow their... ...Employee Stock Purchase Plan, and Referral Bonus Program...Hourly payFor contractorsLocal areaMonday to Friday- ...Paralegal Position Aldridge Pite, LLP is a multi-state law firm that focuses heavily on the utilization of technology... ...synergies with its clients and business partners... ...foreclosure, residential real estate or mortgage law. A... .... Excellent planning and organizing...Full timeLocal areaRemote workFlexible hours
- ...Summary The Client Advisor - Visual Expert in Scottsdale is a retail sales role focused on building lasting client relationships and achieving individual and store sales targets while maintaining and executing visual merchandising standards. The role partners with the...Flexible hoursNight shiftAfternoon shift
$58k
...fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard -...Contract workTemporary workWork at office- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., you will offer comprehensive financial planning and advice to individuals and families.... ...skills. This will be done with a consistent focus on relationship management, not portfolio...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ..., you will offer comprehensive financial planning and advice to individuals and families.... .... This will be done with a consistent focus on relationship management, not portfolio...
- ...P. Morgan Chase is looking for a Private Client Advisor in Scottsdale, Arizona. In this role... ..., you will offer comprehensive financial planning and advice, build client relationships,... ...7 and Series 66 licenses. The position focuses on delivering exceptional client experiences...
- Mariner Advisor Network is recruiting for a Client Service Associate to join One2One Wealth... ...professionals serving the retirement planning and investment needs of those whose mission... ...experience is a plus. Positive, client-focused attitude with a commitment to delivering...Full timeFixed term contractMonday to Friday
- ...Job Title: Experienced Client Service Representative... ...they are received. With a focus on delivering exceptional... ...uphold our reputation as a trusted financial partner. This... ...retirement, investment, real estate, insurance, legal and tax planning services all under one...Full timeSummer workWork at office
$65k
...when things get crazy (and trust us, in criminal law, things... ...to assist our attorneys and paralegals in managing client caseloads, calendaring, and... ...! We are an AV-rated Estate and Probate Law firm listed... ...with a positive, learning-focused attitude What to Expect...Full timeWork at officeMonday to Friday- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... .... This will be done with a consistent focus on relationship management, not portfolio... ...Demonstrated ability and commitment to goals‑based planning and advice A valid and active Series 7...
$26 - $30 per hour
...is seeking a Senior Family Law Paralegal to join its team in the Scottsdale... ...and team by assisting with case planning, development, and management, legal research, client communication, drafting and... ...internal office staff and other admin staff in their area(s) and across...Hourly pay16 hoursFull timeWork at officeLocal areaFlexible hoursNight shiftWeekend work$22 - $26 per hour
...Full-time Description As a Family Law Paralegal, you will perform a variety of paralegal and administrative... ...attorney(s) and team by assisting with case planning, development, and management, legal research, client communication, drafting and filing legal documents...Hourly pay16 hoursFull timeLocal areaFlexible hoursNight shiftWeekend work$22 - $26 per hour
...A family law firm is seeking a Family Law Paralegal to support attorneys in case planning, legal research, and client communication. The role requires excellent organizational and communication skills, with a preference for candidates having a bachelor's degree and over...Hourly payPart time- ...customer service to the Private Bankers and clients within the Private Banking group.... ...ensure new account deposits are received. Pro-actively recommend additional products and... ...greet and facility a welcoming and customer-focus environment- Proficient knowledge of bank...Full time
$58k
...fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard -...Temporary workWork at office- ...where people come first. With over 9 million clients and 20,000 financial advisors across the... ...proud to be privately-owned, placing the focus on our clients rather than shareholder... ...Taking an active role in the annual business planning process to assist in developing...Full timeTemporary workWork at officeHome officeFlexible hours
- ...Scottsdale seeks an experienced Probate Litigation Paralegal to support attorneys in a busy practice focused on probate, trust, estate, and inheritance litigation. This role... ..., maintaining case files, coordinating with clients, courts, and witnesses, and ensuring...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate Planning Paralegal — Client-Focused Trust & Admin Pro. Be the first to apply!
- civil litigation paralegal Scottsdale, AZ
- trusts and estates paralegal Scottsdale, AZ
- insurance defense paralegal Scottsdale, AZ
- law clerk Scottsdale, AZ
- disability paralegal Scottsdale, AZ
- transactional paralegal Scottsdale, AZ
- estate planning paralegal Scottsdale, AZ
- paralegal hybrid Scottsdale, AZ
- trial paralegal Scottsdale, AZ
- legal assistant Scottsdale, AZ


