Trust & Estate Paralegal

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:

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

Compensation

About Us

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.

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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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