Paralegal - Estate Planning

Estate Planning Paralegal - Carefree Office

Morris Hall, PLLC (MH), is a premiere estate planning law firm with 9 offices throughout Arizona. Our passion is to create long-lasting relationships with our clients by securing their family legacies now and in the future.

Our firm is looking to hire a full-time Estate Planning Paralegal to work out of our Carefree office. The right candidate will have a minimum of 3 years of progressive estate planning experience and will be expected to manage a high-volume file load from start to finish. The right candidate will be highly organized, punctual, detail oriented, deadline driven, and possess a compassionate and professional demeanor. He/she will assist firm Partners and other attorneys in all aspects of the estate planning process. This is a fast-paced working environment that requires a superior level of knowledge, dependability, and tip-top organizational skills. The right candidate will not only possess these skills, but will possess a “can-do” and “will-do” mindset.

Primary Responsibilities:

• Assist with the preparation of estate planning and advanced estate planning documents, including: trusts, wills, powers of attorney, healthcare directives, LLCs, ILITs, deeds, and other estate planning documents.
• Meet with clients to sign estate planning documents and assemble estate planning portfolios.
• Schedule attorney-client appointments.
• Prepare and send attorney correspondence.

The following characteristics and qualifications are required to be successful in this position:

• Enjoy working in a team environment. No egos are allowed, but confidence is welcome and is a must.
• Driven and willing to wear multiple hats, including those that do not directly pertain to the position.
• Must be open to and enjoy learning.
• Must be a hands-on worker with the ability to work independently.
• Must enjoy interacting with clients in person, on the phone, and through email.
• Must take ownership of each file and maintain a high level of integrity and confidentiality.
• Excellent verbal and nonverbal communication skills, including superior customer service skills.
• Analytical thinker with an eye for detail.
• Ability to work collaboratively and effectively, with the ability to switch gears on a regular basis.
• Be willing to periodically travel between our Phoenix metro offices.
• Proficient in Microsoft Office (Word, Outlook, and Excel), email, and calendaring.
• Must be coachable, down to earth, and professional!

Compensation DOE. A wage history, along with a wage requirement, is a required component of your cover letter and resume. Yes, this is a test! If you are considered for this position a background check (criminal and financial) will be conducted and a skills and personality assessment will be performed.

More information:

• The hours for this position are Monday through Thursday from 8:00 a.m. to 5:00 p.m., and Friday from 8:00 a.m. to 4:00 p.m.
• This is an hourly position.
• Professional dress code.

To learn more about our firm, please visit our website at www.morrishall.com.

Job Type: Full-time

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off

Experience:

• estate planning: 1 year (Preferred)

Ability to Commute:

• Carefree, AZ 85377 (Required)

Work Location: In person