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Trusts & Estates Paralegal
Location: Phoenix, AZ
Position Type: Full-time, Permanent

A leading national law firm is seeking an experienced Trusts & Estates Paralegal to join its growing team in their Phoenix office. This is a full-time, onsite opportunity with excellent long-term potential and a supportive, team-oriented environment.

Position Overview:
The paralegal will work closely with attorneys and senior staff to support a wide range of estate planning and administration matters. Responsibilities include preparing trust and probate documents, handling tax filings, maintaining trust account records, and managing client communication and case details from start to finish.

Key Responsibilities:

• Prepare and assist with gift, estate, and fiduciary income tax returns

• Administer revocable and irrevocable trusts (pre- and post-death)

• Draft probate pleadings and assist with probate administration

• Perform trust accounting and reconcile financial statements

• Maintain client files and financial records

• Communicate regularly with clients and financial advisors

• Meet an annual 1500 billable hour target

Qualifications:

• 5+ years of relevant Trusts & Estates experience preferred

• Associate's degree required; Bachelor's degree or ABA-approved paralegal certificate strongly preferred

• Prior experience with gift tax returns is a major plus

• Proficiency in Microsoft Office; experience with trust/tax software (GEMS, BNA, ProSystems, etc.) is helpful

• Detail-oriented with strong organizational and time management skills

• Professional demeanor and ability to communicate clearly with clients and team members

Why Apply?

• Join a well-established, nationally recognized firm with a collaborative culture

• Full benefits package including medical, dental, vision, 401(k), and more

• Opportunity to grow within a highly respected Trusts & Estates practice

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