Tax and Estate Planning Paralegal - Scottsdale, AZ, United States - Jobot

Description

Hybrid Office Position - Must be located within a commutable distance to Scottsdale, AZ

We are a financial advisory firm that offers a range of wealth management services to individuals, families, and businesses.

Their services typically include investment management, retirement planning, estate planning, tax optimization strategies, and risk management. We aim to provide personalized financial solutions tailored to each client's unique goals, risk tolerance, and financial situation.

They often work closely with clients to develop comprehensive financial plans aimed at helping them achieve their long-term financial objectives.

Additionally, they may offer advice on various financial products and investment opportunities to help clients build and preserve their wealth over time.

Retirement Savings Plan
Employee Assistance Program
Life Insurance and Disability Coverage

Minimum of 7-10 years of solid trust & estate paralegal experience.
Proficiency in Microsoft Office Suite and legal practice management software programs.
Superb proofreading skills and clear and concise communication skills.
Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
Assist attorneys by drafting letters, memos, and related documents.
Coordinate with clients to gather necessary documentation, such as financial records, property deeds, and beneficiary information.
Manage client communication, including regular status updates on estate planning matters.
Collaborate with attorneys, staff, affiliated companies and to provide exceptional client service and support.
Provide administrative support to attorneys and paralegals.