Corporate Paralegal - Estates & Trusts

Corporate Paralegal – Estates & Trusts

Location: Phoenix, AZ

Compensation: $55,000 – $60,000 base salary (minimal flexibility) + quarterly performance bonuses (total comp $71,000 – $88,000)

Industry: Financial Services / Legal

Benefits: This position is eligible for health, dental, and vision coverage (75% employee coverage), 401(k) with 5% match and Roth option, paid time off, education support, and award trips for goal achievement.

About Our Client: Addison Group is hiring on behalf of a stable and growing financial services firm in Phoenix, recognized for its collaborative, people-first culture and low employee turnover. The company has a long history of promoting from within, with senior staff averaging 10+ years, and offers significant career growth opportunities in estate planning, legal document management, and relationship management.

Job Description: The Corporate Paralegal – Estates & Trusts will prepare and review legally compliant estate planning documents, ensuring accuracy and quality while working closely with service and sales teams. This client-facing role requires exceptional attention to detail, polished communication skills, and the ability to manage multiple priorities efficiently.

Key Responsibilities:

• Draft revocable and irrevocable trusts and other estate planning documents using approved templates.
• Review documents for accuracy, completeness, formatting, dates, names, and grammar before submission.
• Manage assigned caseloads to ensure timely delivery of all legal documents.
• Maintain accurate member records and notes in Salesforce.
• Coordinate with estate planning attorneys as needed.
• Schedule client appointments for document presentations.
• Assist with additional legal and administrative tasks as assigned.

Qualifications:

• High School Diploma or GED required; Bachelor's degree preferred.
• Certified Legal Document Preparer (CLDP) required; Paralegal certification is a plus.
• 2+ years of paralegal experience, preferably in law firms, wealth management, or financial services.
• Prior experience preparing estate planning documents, including revocable and irrevocable trusts.
• Proficiency in Microsoft Office; Salesforce experience is a bonus.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
• Polished, client-facing communication skills and a professional demeanor.
• Ability to attend two evening events per month.

Nice to Have:

• Experience with wealth.com or similar wealth management platforms.

Additional Details:

• Employment type: Permanent / Direct Hire
• Schedule: Monday–Thursday 9:00 AM – 6:00 PM; Friday 9:00 AM – 1:00 PM
• Start date: Immediate
• Reporting to: Head of Relationship Management Group

Perks:

• Low turnover with 95% retention rate among senior staff.
• Weekly half-day Fridays to support work-life balance.
• Collaborative, professional, and growth-oriented work environment.
• Opportunities for career advancement in case design, financial services, or relationship management.
• Education reimbursement and ongoing training encouraged.
• Quarterly performance-based revenue share bonuses (~$4,000–$7,000 per quarter).

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.