Corporate Paralegal – Estates & Trusts
Tempe, AZ
Category: Administrative
Reference ID: 10065853
Shortcut: http://addisongroup.gosnaphop.com/oV0Rpi
Job Title: Corporate Paralegal – Estates & Trusts
Location (city, state): Phoenix, AZ
Compensation: $55,000 – $60,000 base salary (minimal flexibility) + quarterly performance bonuses (total comp $71,000 – $88,000)
Industry: Financial Services / Legal
Benefits: This position is eligible for health, dental, and vision coverage (75% employee coverage), 401(k) with 5% match and Roth option, paid time off, education support, and award trips for goal achievement.
About Our Client:
Addison Group is hiring on behalf of a stable and growing financial services firm in Phoenix, recognized for its collaborative, people-first culture and low employee turnover. The company has a long history of promoting from within, with senior staff averaging 10+ years, and offers significant career growth opportunities in estate planning, legal document management, and relationship management.
Job Description:
The Corporate Paralegal – Estates & Trusts will prepare and review legally compliant estate planning documents, ensuring accuracy and quality while working closely with service and sales teams. This client-facing role requires exceptional attention to detail, polished communication skills, and the ability to manage multiple priorities efficiently.
Key Responsibilities:
- Draft revocable and irrevocable trusts and other estate planning documents using approved templates.
- Review documents for accuracy, completeness, formatting, dates, names, and grammar before submission.
- Manage assigned caseloads to ensure timely delivery of all legal documents.
- Maintain accurate member records and notes in Salesforce.
- Coordinate with estate planning attorneys as needed.
- Schedule client appointments for document presentations.
- Assist with additional legal and administrative tasks as assigned.
Qualifications:
- High School Diploma or GED required; Bachelor’s degree preferred.
- Certified Legal Document Preparer (CLDP) required; Paralegal certification is a plus.
- 2+ years of paralegal experience, preferably in law firms, wealth management, or financial services.
- Prior experience preparing estate planning documents, including revocable and irrevocable trusts.
- Proficiency in Microsoft Office; Salesforce experience is a bonus.
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
- Polished, client-facing communication skills and a professional demeanor.
- Ability to attend two evening events per month.
Nice to Have:
- Experience with wealth.com or similar wealth management platforms.
Additional Details:
- Employment type: Permanent / Direct Hire
- Schedule: Monday–Thursday 9:00 AM – 6:00 PM; Friday 9:00 AM – 1:00 PM
- Start date: Immediate
- Reporting to: Head of Relationship Management Group
Perks:
- Low turnover with 95% retention rate among senior staff.
- Weekly half-day Fridays to support work-life balance.
- Collaborative, professional, and growth-oriented work environment.
- Opportunities for career advancement in case design, financial services, or relationship management.
- Education reimbursement and ongoing training encouraged.
- Quarterly performance-based revenue share bonuses (~$4,000–$7,000 per quarter).
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
-
Legal Assitant
Fairfax, VA
Job Title: Legal Assistant Location (city, state): Fairfax, VA (Fully on-site) Industry: Law Firm Type: Contract-to-hire Pay: $24 - $27hr / hour (depending on experience) Work Schedule: Monday-Friday 8:30am-5:30pm About Our Client: Our client is seekin...
Recommended
-
Corporate Paralegal
Fort Worth, TX
Job Title: Corporate Paralegal Location: Fort Worth, TX Schedule: Monday–Friday, 8:00 AM – 5:00 PM Employment Type: Direct Hire | Full-Time | Exempt Compensation: $90,000 / Year plus bonus potential Industry: Energy / Real Estate Benefits: This positio...
Recommended
-
Paralegal
Dallas, TX
Job Title: Paralegal Location: Dallas, TX Work Schedule: Monday–Friday, 8:30 AM – 5:00 PM (30-minute lunch) Type of Employment: Contract-to-Hire (Minimum 6-Month Contract) Compensation: $33 - $35 / Hour Industry: Legal Benefits: This position is eligib...
Recommended
-
Legal Secretary
Dallas, TX
Job Title: Legal Secretary Location (City, State): Addison, TX Work Schedule: Monday – Friday, 8:00 AM – 5:00 PM (Onsite) Type of Employment: Direct Hire Compensation: $60,000 – $70,000 annually Industry: Legal Services Benefits: This position is eligi...
Recommended
-
Litigation Paralegal – Trust & Probate
Costa Mesa, CA
Job Title: Litigation Paralegal – Trust & Probate Location: Costa Mesa, CA Industry: Legal Services Compensation: $85,000 – $120,000 + discretionary bonus Work Schedule: Monday – Friday, 8:00 AM – 5:00 PM (onsite) Benefits: This position is eligible fo...
Recommended
-
Personal Injury Paralegal
Dallas Metro Area, Texas
Job Title: Personal Injury Paralegal Location: Dallas, TX Work Schedule: Monday–Friday, 8:30 AM – 5:00 PM (30-minute lunch) Type of Employment: Direct Hire Compensation: $80,000 - $90,000 / year Industry: Legal Benefits: This position may be eligible f...
Recommended
-
Litigation Paralegal
Chevy Chase, MD
Job Title: Paralegal (Litigation) Industry: Banking / Financial Services Location (city, state): Remote (U.S.) Assignment Type: Contract (6+ months) Pay: $30–$35/hr (depending on experience) Work Schedule: Full-time, Monday–Friday (standard business ho...
Recommended
-
Senior Litigation Paralegal
Norman, OK
Job Title: Senior Litigation Paralegal Location: Oklahoma City Metro Industry: Legal / Corporate Services Pay: $80,000-$100,000/year Benefits: This position is eligible for medical, dental, vision, and 401(k). About Our Client: Addison Group is partner...
Recommended
-
Legal Assistant
Denver Metro Area, Colorado
Job Title: Legal Assistant (Corporate) Location: Englewood, CO Industry: Legal – Corporate & Real Estate Pay: $38 – $43 per hour +quarterly bonus potential Benefits: The position is eligible for medical, dental, vision, and 401(k). About Our Client: Ad...
Recommended
-
Junior Legal Assistant – Loan Document Processor
Dallas, TX
Job Title: Junior Legal Assistant – Loan Document Processor Location: Dallas, TX Work Schedule: Monday – Friday | 8:00 AM or 8:30 AM start | 8-hour workday with 1-hour lunch Type of Employment: Direct Hire Compensation: $60000 – $65000 / Year + Discret...
Recommended
-
Commercial Legal Administrative Assistant
Oklahoma City, OK
Job Title: Commercial Legal Administrative Assistant Location: Oklahoma City, Oklahoma Industry: Legal Pay: $45,000 - $50,000 / Annually Benefits: This position is eligible for medical, dental, vision, and 401(k). About Our Client: Addison Group is par...
Recommended
-
Investor Onboarding Representative
Fort Worth, TX
Job Title: Investor Onboarding Associate Location: Fort Worth, TX Work Schedule: Monday–Friday, 8:00 AM - 5:00 PM Type of Employment: Direct Hire, Full-Time (Exempt) Compensation: $55,000–$65,000 annually Industry: Energy/Financial Services Benefits: E...
Recommended
-
Legal Administrative Assistant
Phoenix, AZ
Job Title: Hybrid Legal Administrative Assistant (Trust & Estates) Location (city, state): Phoenix, AZ Compensation: $38.00 - $43.00 / hour | Conversion salary target of $80,000-$90,000 annually Benefits: This position is eligible for medical, dental, ...
Recommended
-
Litigation Legal Assistant
Dallas, TX
Job Title: Litigation Legal Assistant Location: Dallas, TX Work Schedule: Monday – Friday | 9:00 AM – 6:00 PM Type of Employment: Direct Hire Compensation: $85,000 – $95,000 annually Benefits: This position is eligible for a competitive benefits packag...
Recommended
-
Litigation Paralegal
Charlotte, NC
Role: Litigation Paralegal Pay: $55,000-65,000/year Location: Charlotte, NC About: Law Firm is headquartered in Charlotte, North Carolina with offices in Raleigh, North Carolina and Houston, Texas. The Firm has provided superior legal services in the a...
Recommended
-
Litigation Paralegal
Dallas Metro Area, Texas
Job Title: Litigation Paralegal Location (City, State): Dallas, TX Work Schedule: Full-Time | Hybrid Type of Employment: Direct Hire Compensation: $100-115K Industry: Legal Services Benefits: This position is eligible for a comprehensive benefits packa...
Recommended
-
Legal Support Specialist
Reston, VA
Job Title: Legal Support Specialist Industry: Legal Services Location: Reston, VA Assignment Type: Direct Hire Pay: $38.50 - $47 / Hour ($80,080 - $97,760 annually) Work Schedule: Monday – Friday | 9:00 AM – 6:00 PM Hybrid schedule: 4 days onsite, 1 re...
Recommended
-
Legal Assistant
Austin-Round Rock-San Marcos Metro Area, Texas
Job Title: Legal Assistant Location: Austin, TX Industry: Legal Pay: $45,000 /Annually Benefits: This position is eligible for medical, dental, vision, and 401K. About Our Client Addison Group is partnering with a well-established legal organization se...
Recommended
-
IP Paralegal
Arizona
Job Title: IP Paralegal Location (city, state): Scottsdale, AZ Compensation: $87,000 - $115,000 / year depending on experience and qualifications Industry: Legal Services / Intellectual Property Benefits: This position is eligible for medical, dental, ...
Recommended
-
Catastrophic Injury Paralegal
Philadelphia, PA
Position Title: Catastrophic Injury Paralegal Full-Time | Contract-to-Hire | Philadelphia, PA (4 Days On-Site, 1 Hybrid) Pay: $35.00 / Hourly Benefits: This position is eligible for medical, dental, vision, and 401(k). About the Company A rapidly growi...
Recommended
-
Paralegal
Tulsa Metro Area, Oklahoma
Job Title: Paralegal Location: Tulsa, OK Job Type: Direct Hire Pay: $60,000-70,000 per year Benefits: This position is eligible for health, dental, vision, and 401K About Our Client: Addison Group frequently partners with professional organizations acr...
Recommended
-
Legal Assistant
Columbia, MD
Job Title: Legal Assistant (Legal Executive Assistant) Industry: Legal Location: Columbia, MD Assignment Type: Contract to Hire Pay: $30 – $38.50 / Hour Work Schedule: Monday – Friday, 8:00 AM – 5:00 PM (fully onsite) Benefits: This position is eligibl...
Recommended
-
Foreclosure Sales Processor
Phoenix, AZ
Job Title: Foreclosure Sales Processor (2 Openings) Location (city, state): Phoenix, AZ Compensation: $22/hour (Contract-to-Hire) Benefits: This position is eligible for medical, dental, vision, and 401(k). Industry: Legal / Lending Work Schedule: Mond...
Recommended
-
Senior Paralegal
Delaware
Job Title: Sr. Paralegal Industry: Legal Location: Wilmington, DE Assignment Type: Direct hire, permanent Salary: $85000 - $95000 / Year Work Schedule: Monday – Friday onsite (business hours; flexibility required during trial periods) Benefits: This po...
Recommended
-
Temporary Litigation Legal Administrative Assistant
Vallejo-Fairfield Metro Area, California
Job Title: Temporary Litigation Legal Administrative Assistant Location (city, state): Vacaville, CA (Onsite) Industry: Legal Services Pay: $35–$39/hour (depending on experience) Benefits: This position is eligible for medical, dental, vision, and 401(...
Recommended
-
Litigation Paralegal
Philadelphia, PA
Job Title: Litigation Paralegal – Catastrophic Injury Location: Philadelphia, PA Job Type: Full-Time | Permanent Compensation: $85,000 – $90,000 Benefits: Medical, Dental, Vision, 401k Our client is a well-established and growing plaintiff-side persona...
Recommended
-
Legal Assistant
Tulsa, OK
Job Title: Legal Assistant / Paralegal Location: Tulsa, OK Salary Range: $40,000 – $55,000 Position Overview: We are seeking a detail-oriented and organized Legal Assistant / Paralegal to support our legal team with a focus on state corporate filings, ...
Recommended
-
Billing Manager
Denver, CO
Billing Manager - Denver, CO (Hybrid, in-office) Salary: $110-125K, based on experience Benefits: This position may be eligible for health, dental, vision, insurance, and 401(K). We are seeking a Billing Manager to lead a billing department and oversee...
Recommended
-
Legal Executive Assistant
New York, NY
Job Title: Legal Executive Assistant Location (city, state): New York, NY Industry: Legal / Law Firm Pay: $95,000–110,000 (depending on experience) Benefits: This position is eligible for medical, dental, vision, and 401(k). About Our Client Addison Gr...
Recommended
-
Data Entry Administrative Assistant
Oklahoma City, OK
Job Title: Data Entry Administrative Assistant Location: Oklahoma City, OK Industry: Real Estate Pay: $17 – $18 / hour DOE Benefits: This position is eligible for medical, dental, vision, and 401(k). About Our Client: Addison Group is partnering with a...
Recommended