Robert Half Legal is partnering with a well-established wealth management company in North Scottsdale in search of a Trust & Estate Paralegal for a full-time, onsite contract-to-hire opportunity. This role is ideal for a detail-oriented legal professional with experience supporting trust and estate planning matters in a sophisticated client service environment. The Trust & Estate Paralegal will support attorneys, advisors, and internal stakeholders with estate planning and trust administration matters, while helping ensure a seamless and high-touch experience for clients.
Location: North Scottsdale, Arizona
Schedule: Full-time, onsite
Employment Type: Contract-to-hire
Compensation: $35-$40/hour during contract period; $80,000-$85,000 upon conversion
Key Responsibilities
Draft, revise, and organize estate planning documents, including revocable trusts, powers of attorney (POA), wills, amendments, certifications of trust, and related documents
Assist with trust funding and asset transfer documentation
Maintain and track client estate planning files, deadlines, and follow-up items
Coordinate execution of estate planning documents, including notarization and witness requirements
Prepare correspondence and communicate with clients, trustees, financial advisors, and outside counsel as needed
Review documents for accuracy, completeness, and compliance with internal standards
Support trust administration matters, including collection of asset information, beneficiary communications, and preparation of required documentation
Assist with probate and post-death administration documentation, if applicable
Manage sensitive and confidential client information with professionalism and discretion
Partner closely with wealth advisors and legal professionals to support client estate planning objectives
Qualifications
3+ years of paralegal experience in trusts and estates, estate planning, or trust administration
Strong working knowledge of revocable trusts, powers of attorney, wills, and related estate planning documents
Experience supporting high-net-worth individuals and families is highly preferred
Familiarity with Arizona estate planning and probate procedures is a plus
Strong drafting, proofreading, and document management skills
Excellent organizational skills and ability to manage multiple priorities in a deadline-driven environment
Professional communication skills with a client-service mindset
Paralegal certificate or equivalent legal support experience preferred
Preferred Background
Experience within a law firm, family office, private wealth, or wealth management environment
Exposure to trust funding, estate administration, and probate processes
Comfort working in a polished, professional, client-facing setting
Proficiency with Microsoft Office Suite, Adobe Acrobat, and legal/document management systems
Why This Role
Opportunity to join a respected wealth management organization with a collaborative team environment
Long-term potential through a contract-to-hire structure
Competitive compensation with conversion salary of $80,000-$85,000
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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