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Estate Planner Jobs in Arizona (NOW HIRING)

Law Firm

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Estate Planning Paralegal

Phoenix, AZ · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

National law firm with a strong presence in downtown Phoenix has an immediate opening for an experienced Estate Planning Paralegal. We offer outstanding benefits, including medical, dental, vision ...

New

Jobot

Estate Planning & Probate Attorney

Scottsdale, AZ · Remote

$150K - $180K/yr

Remote Estate Planning & Probate Attorney | Join a forward-thinking, growing AZ-based family law firm! This Jobot Job is hosted by: Mady Privatsky Are you a fit? Easy Apply now by clicking the "Apply ...

New

Kinghorn Law

Estate Planning Attorney

Tucson, AZ

Our practice integrates estate planning, financial planning, and tax planning into a unified strategy, allowing our attorneys to see the full picture of a client's life. They design solutions that ...

Kinghorn Law

Estate Planning Attorney

Tucson, AZ · On-site

Our practice integrates estate planning, financial planning, and tax planning into a unified strategy, allowing our attorneys to see the full picture of a client's life. They design solutions that ...

Kinghorn Law

Estate Planning Attorney

Tucson, AZ · On-site

Our practice integrates estate planning, financial planning, and tax planning into a unified strategy, allowing our attorneys to see the full picture of a client's life. They design solutions that ...

Sequoia Financial Group Llc

Wealth Planner

Phoenix, AZ · On-site

$49K - $67K/yr

Expert understanding of business succession, estate, philanthropic, insurance, education, and financial planning, including applicable legal, tax, and regulatory requirements. Competencies

WillScot

Director, Real Estate

Scottsdale, AZ

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position requires an analytical, strategic and proactive candidate who can balance long-term real estate planning with practical, cost-effective solutions. WHAT YOU'LL BE DOING: Project Support ...

WillScot

Director, Real Estate

Scottsdale, AZ

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position requires an analytical, strategic and proactive candidate who can balance long-term real estate planning with practical, cost-effective solutions. WHAT YOU'LL BE DOING: Project Support ...

WillScot

Director, Real Estate

Scottsdale, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position requires an analytical, strategic and proactive candidate who can balance long-term real estate planning with practical, cost-effective solutions. WHAT YOU'LL BE DOING: Project Support ...

U-Haul

Senior Planner - AMERCO Real Estate Company

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Amerco Real Estate Company is seeking a full-time Senior Planner professional to support land use, zoning, and entitlement planning activities for our commercial real estate portfolio throughout the ...

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Showing results 1-20

All JobsEstate Planner JobsEstate Planner Jobs in Arizona

Estate Planner information

See Arizona salary details

$100K

$124.9K

$146.9K

How much do estate planner jobs pay per year?

As of Aug 15, 2026, the average yearly pay for estate planner in Arizona is $124,945.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,400.00 and $137,400.00 per year, depending on experience, location, and employer.

What is the difference between Estate Planner vs Financial Advisor?

AspectEstate PlannerFinancial Advisor
CredentialsLegal or estate planning certifications (e.g., CFP, JD)Financial planning certifications (e.g., CFP, ChFC)
Work EnvironmentLaw firms, estate planning firms, or independent practiceFinancial institutions, advisory firms, or independent
Industry UsageFocuses on estate and succession planningFocuses on investment, retirement, and wealth management

While both Estate Planners and Financial Advisors help clients manage their wealth, Estate Planners specialize in estate and succession planning, often with legal expertise, whereas Financial Advisors focus on investment strategies and financial growth. Understanding these differences helps clients choose the right professional for their specific needs.

What is an estate planner?

An estate planner handles the assets, insurance, and financial matters for a person with a family, in the event of their death. Upon the client’s passing, you oversee all of the affairs to ensure the assets are distributed as intended and the family meets the healthcare or burial wishes. Experience in financial planning is vital, as well as strong communication skills and legal knowledge. An individual seeks out the help of an estate planner while they are still healthy or mentally capable of making financial decisions. You then help them understand what their family will go through when it comes to tax matters, life insurance claims, probate, or trust funds after their passing.

What are some common challenges faced by estate planners when working with clients?

Estate planners often encounter challenges such as navigating complex family dynamics, keeping up with frequently changing tax laws, and ensuring that clients' wishes are accurately documented and legally enforceable. Additionally, they must communicate complex legal concepts in a way that clients can easily understand, and coordinate with other professionals like accountants and financial advisors to create comprehensive plans. Building trust with clients and maintaining confidentiality are also crucial aspects of the role.

What are the key skills and qualifications needed to thrive as an estate planner, and why are they important?

To thrive as an Estate Planner, you need a solid understanding of estate law, tax regulations, and financial planning, typically supported by a law degree or relevant certifications such as CFP or CTFA. Familiarity with estate planning software, legal document drafting tools, and tax preparation systems is common in this field. Excellent interpersonal skills, discretion, and strong communication are crucial for building client trust and navigating sensitive family and financial matters. These skills ensure the creation of effective, compliant estate plans that protect client interests and foster long-term relationships.
More about Estate Planner jobs

What are popular job titles related to Estate Planner jobs in Arizona?

For Estate Planner jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Estate Planner jobs in Arizona look for?

The top searched job categories for Estate Planner jobs in Arizona are:

What are popular job titles related to Estate Planner jobs in AZ?

For Estate Planner jobs in AZ, the most frequently searched job titles are:

Estate Planner jobs near you
Infographic showing various Estate Planner job openings in Arizona as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $124,945 per year, or $60.1 per hour.

Estate Planning Paralegal

Professional Partners Group

Scottsdale, AZ • On-site

Full-time

Posted 22 days ago

Job description

PROFESSIONAL PARTNERS GROUP
Legal Staffing
Estate Planning
Paralegal
NOW HIRING | SCOTTSDALE, AZ | ON SITE
We are seeking an experienced Estate Planning Paralegal to join a growing estate planning practice in
Scottsdale. This role is ideal for a detail-oriented professional who enjoys drafting sophisticated estate
planning documents, working directly with clients, and contributing to a collaborative, fast-paced legal team.
POSITION Estate Planning Paralegal
PRACTICE Estate Planning
CLIENT Growing Scottsdale estate planning practice
LOCATION Scottsdale, AZ (on site)
EXPERIENCE 3+ years of estate planning paralegal experience
EMPLOYMENT TYPE Contract-to-hire or direct placement, pending candidate experience
POSITION OVERVIEW
The successful candidate will have strong technical drafting skills, excellent written and verbal
communication abilities, and a commitment to delivering exceptional client service.
KEY RESPONSIBILITIES
• Draft estate planning documents including trusts, wills, powers of attorney, deeds, LLC formation
documents, and other estate and business planning documents
• Meet directly with clients to review and finalize estate planning documents
• Prepare, proofread, and edit legal documents for accuracy and completeness
• Maintain organized client files and ensure all documentation is completed accurately and on time
• Coordinate client appointments and communicate with clients throughout the planning process
• Assist with administrative functions including answering phones, scheduling appointments, processing
mail, collecting payments, and general office support
• Work collaboratively with attorneys and fellow paralegals to provide an exceptional client experience
QUALIFICATIONS — REQUIRED
• Minimum of three (3) years of estate planning paralegal experience
• Experience drafting trusts, wills, powers of attorney, deeds, LLCs, and related estate planning
documents
• Experience with WealthCounsel software
• Strong attention to detail with excellent proofreading and organizational skills
• Outstanding written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
• Professional, positive attitude with strong client service skills
QUALIFICATIONS — PREFERRED
• Bachelor's degree or Paralegal/Legal Assistant Certificate
• Experience working with estate planning and business formation documents
• Strong research and problem-solving abilities
WORK ENVIRONMENT
• Full-time, on-site position in Scottsdale, Arizona
• Office-based environment requiring extended periods of sitting, typing, and computer work
• Collaborative team environment focused on delivering high-quality legal services and an outstanding
client experience