What are the responsibilities and job description for the Estate Planning Paralegal position at The Well?
About the Company
We are hiring an Estate Planning Paralegal on behalf of our client — a growing wealth management and financial planning firm in the Phoenix metro area. This firm provides comprehensive financial planning that includes estate planning as a standard component of every client engagement, supported by an integrated in-house team of advisors, tax professionals, and legal support staff.
About the Role
The Estate Planning Paralegal will play a critical role in supporting the firm's estate planning function, working alongside financial advisors and tax professionals to ensure clients receive accurate, timely, and professionally executed estate planning documents and support. This is a relationship-driven role where you will work directly with clients and be a key part of a collaborative, service-first team.
Responsibilities
- Draft, prepare, and coordinate estate planning documents including wills, trusts, powers of attorney, and healthcare directives
- Support Wealth Advisors in communicating estate planning concepts and document requirements to clients
- Manage document preparation timelines and ensure accuracy and compliance across all estate plan filings
- Coordinate with clients and advisors to gather required information and signatures
- Maintain organized records of client estate planning files and track document status through completion
- Coordinate with in-house tax professionals on integrated planning strategies
- Stay current on Arizona estate planning laws, regulations, and best practices
- Contribute to the continuous improvement of estate planning workflows and documentation standards
Qualifications
- Paralegal certificate, Arizona Supreme Court Legal Document Preparer certification, or degree in paralegal or legal studies preferred
- Experience in estate planning, trust administration, or elder law — this is a specialty role, not general legal support
- Familiarity with Arizona estate planning laws and common document types including revocable trusts, pour-over wills, TOD deeds, and powers of attorney
- Experience working alongside financial advisors or in a wealth management environment a strong plus
- Detail-oriented and highly organized — accuracy in document preparation is non-negotiable
- Strong client-facing communication skills; able to explain processes clearly to clients who may be unfamiliar with estate planning
- Collaborative, low-ego professional who thrives in a team-based, service-first environment
Pay range and compensation package
Competitive base salary reflecting experience and specialization: $65,000–$75,000 depending on experience
- Medical, dental, and vision insurance
- PTO and paid holidays including birthday off
- Half-day Fridays when production targets are met
- Team activities and additional employee perks
Equal Opportunity Statement
This is a full-time, on-site role based in Tempe, Arizona. The team operates in an open, collaborative office environment with a strong emphasis on communication, culture, and team connection. The firm has a service-minded, faith-forward culture where every team member is valued and supported.
If you believe you are a fit, do not hesitate to apply!
Salary : $65,000 - $75,000