Job Description

Bailey Law Firm is a high-volume boutique firm comprised of an elite and talented team dedicated to pursuing excellent results for our clients. Our team has decades of legal and trial experience. We pride ourselves on having earned a great reputation.

We are currently looking for a talented and passionate Transactional Paralegal to join our team. The Transactional Paralegal is responsible for a full range of estate planning matters by providing assistance to the Firm’s attorneys and senior paralegals in administering estates, probate, funding revocable and irrevocable trusts, preparing wills, power of attorney documents, commercial litigation work and client case management.

To learn more about Bailey Law Firm - visit: and/or send your resume to:  employment@baileylawfirmaz.com

Job Responsibilities:

• Probate administration, including drafting of probate pleadings, research and administering Probate
• Managing a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish
• Create, research and administer Trust documentation
• Business document drafting as well as Will drafting and asset management
• Drafting and administering Fee Agreements
• Conflict checking, Invoicing and Client Intakes
• Create, print and assemble binders for Estate and Will planning
• Schedule and attend signing meetings
• Draft and send intake and closing letters
• Provide assistance with distribution of estate assets
• Preparation of gift and estate tax returns
• Handling post-mortem administration issues, including required notices, real estate filings, etc.
• Maintain close personal contact with clients and financial advisors
• Drafting and editing of preliminary estate planning documents (Wills, Trusts, Powers of Attorney, etc.)
• Manage case files for estate planning and estate administration matters, including managing workflow, deadlines, calendaring cases and advisement to attorneys of upcoming deadlines, etc
• Preparation of Deeds and asset titling/beneficiary designation documents
• Conduct legal research, compile and organize case data and information
• Communicate with clients, beneficiaries, fiduciaries, and advisors (i.e. financial advisors, CPA, trust officers) in a professional and timely manner
• Other duties may be added based on candidate experience and firm needs

Qualifications

• At least 4 years recent experience with general Trusts and Estates/Probate work, preferably at a law firm.
• Knowledge and experience in at least two (2) of the following areas: Probate and Estate Administration; Estate Planning Document drafting (Wills, Trust, Powers of Attorney); Trust funding; Trust Administration; Deed preparation; Tax Return Preparation (Estate, Gift and/or Fiduciary Income Tax Returns).
• High level of proficiency with Microsoft Office including Word, Excel, Outlook and Adobe Acrobat.
• Comfortable with technology - experience with a cloud-based firm management system, and document drafting systems preferred.
• High ethical standard with a strong understanding of client and firm confidentiality.

Preferred Qualifications

• Bachelor’s Degree and/or Paralegal Certificate
• Wealth Counsel experience
• A willingness to expand responsibilities as needed as well as fluently communicate with remote personnel
• A sense of humor and a passion for technology and innovation
• Desire and aptitude to learn new concepts, programs, and software on the job
• Current Arizona Notary

This position description is not intended to be all inclusive. The employee may also perform other reasonably related duties as assigned.

We offer a positive team environment with a flexible/remote working schedule and generous vacation.

Bailey Law is committed to a diverse and inclusive workplace. Bailey Law is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please call us directly at 480-681-5408.

Job Type: Full-time

Pay range: $65,315.36 - $85,986.62 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Health savings account
• Opportunities for advancement
• Paid sick time
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Transactional Paralegal: 4 years (Required)
• Probate transaction: 4 years (Required)
• Wills and Trusts transaction: 4 years (Required)

Ability to Commute:

• Scottsdale, AZ 85258 (Required)

Work Location: In person

We offer a positive team environment with a flexible working schedule and unlimited vacation. To learn more visit: and/or send your resume to employment@baileylawfirmaz.com

Bailey Law is committed to a diverse and inclusive workplace. Bailey Law is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please call us directly at 480-681-5408. 

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