Estate Planning Paralegal

Snell & Wilmer takes the privacy of the personal information that we collect from you during the employment application process  compliance with Californias Consumer Protection Act (CCPA) 
we are providing you with our Privacy Notice for California Residents and our general Privacy Policy. As required by the CCPA our notice describes the categories of personal information we collect (or may collect) 
from you as well as our use and disclosure of that personal information. Please review this Notice and our Privacy Policy. By providing your personal information to as part of the recruitment or application process 
you consent to the collection use and disclosure of your personal information by Snell & Wilmer consistent with this Notice.

By clicking consent or I accept you acknowledge that you read and agree to Snell and Wilmer L.L.P.:
Privacy Policy and Privacy Notice for California Residents located at  Planning Paralegal Job Details:

Snell & Wilmer is seeking a full-time Estate Planning Paralegal to join its Private Client Services Practice Group in Phoenix. The ideal candidate will have experience supporting estate and trust planning matters involving high-net-worth individuals families fiduciaries and closely held businesses. The position requires strong organizational and communication skills attention to detail sound judgment and the ability to manage multiple priorities.

The position responsibilities may include but are not limited to the following:

• Assist attorneys with estate planning trust administration probate and estate administration matters.
• Prepare and revise estate planning documents including trusts wills powers of attorney healthcare directives beneficiary designations and related documents.
• Assist with trust funding asset retitling wealth-transfer planning and closely held business entities.
• Prepare probate and estate administration documents inventories accountings notices and related filings.
• Gather and organize financial tax asset valuation and client information.
• Assist with estate gift generation-skipping transfer and fiduciary income tax matters and supporting documentation.
• Coordinate with clients trustees beneficiaries financial institutions accountants advisors and other professionals.
• Track assets distributions expenses tax obligations court requirements and important deadlines.
• Maintain client and matter files and assist with matter opening closing billing and document management.
• Proactively identify missing information potential issues and upcoming deadlines.

Experience and Qualifications:

• Baccalaureate degree and paralegal certificate from ABA-accredited paralegal training program or equivalent combination of education and experience required
• At least 2 years of paralegal experience in estate and trust planning or equivalent experience
• Ability to multi-task and prioritize assignments while delivering consistent quality work-product to both attorneys and clients
• Strong attention to detail and ability to self-start
• Ability to work independently with appropriate supervision and to seek help when needed
• Strong written and verbal communication skills

Snell & Wilmer offers a competitive performance-based compensation and agenerousbenefits packagestarting on your first benefits package includes medical dental vision disability life insurance 401K/profit sharing paid holidays tuition reimbursement and paid time off including vacation time personal time and sick time where & Wilmer values the principles ofDiversity Inclusion and Belonging.

We are an Equal Employment Opportunity employer.