Trust & Estate Paralegal

Robert Half • Scottsdale, AZ • 1d ago

Description

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

Requirements

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

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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.

© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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