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Estate Planning Associate Jobs in Arizona (NOW HIRING)

Sorrell Law Group PLC

Associate Attorney

Scottsdale, AZ · On-site

$80K - $175K/yr (+ commission)

We are seeking an experienced Associate Attorney with a strong background in business transactions ... Prepare estate planning documents--such as revocable and irrevocable trusts, wills, and powers of ...

Urgent

Sorrell Law Group PLC

Associate Attorney

Scottsdale, AZ · On-site

$80K - $175K/yr (+ commission)

We are seeking an experienced Associate Attorney with a strong background in business transactions ... Prepare estate planning documents--such as revocable and irrevocable trusts, wills, and powers of ...

Urgent

Build My Great Team

Associate Attorney

Scottsdale, AZ · On-site

Associate Attorney Scottsdale, Arizona | Full-Time Salary: $120,000 - $160,000 plus Bonus Appellate ... Estate planning experience will be considered for candidates who understand estate structures ...

Build My Great Team

Associate Attorney

Scottsdale, AZ · On-site

Associate Attorney Scottsdale, Arizona Full-Time Salary: $120,000 - $160,000 plus Bonus Appellate ... Estate planning experience will be considered for candidates who understand estate structures ...

Build My Great Team

Associate Attorney

Scottsdale, AZ · On-site

Associate Attorney Scottsdale, Arizona | Full-Time Salary: $120,000 - $160,000 plus Bonus Appellate ... Estate planning experience will be considered for candidates who understand estate structures ...

JBA International

Associate Attorney (Hybrid)

Tempe, AZ · On-site +1

A reputable law firm located in Tempe AZ is searching for an Associate Attorney to add to help ... estate planning; are encouraged to apply. This opportunity is ideal for someone who's ready to take ...

W3Global Inc.

Senior Tax Associate

Scottsdale, AZ

$80K - $110K/yr

Senior Tax Associate We are seeking a dynamic tax associate to join our team, someone who is ... Participate in cash flow planning/estate planning/cash management/balance sheet planning * Support ...

Trajan Wealth LLC

Tax Associate

Scottsdale, AZ · On-site

$70K/yr

... estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out ... The Tax Associate will work closely with senior tax professionals and clients while gaining ...

Trajan Wealth LLC

Tax Associate

Scottsdale, AZ · On-site

$70K/yr

... estate planning through Trajan Estate, and tax strategy through Trajan Tax.We don't refer out ... The Tax Associate will work closely with senior tax professionals and clients while gaining ...

Carvana

Manager, Real Estate

Tempe, AZ

Lead team of Associates in site selection and market analysis, including demographic reports ... use, planning commission and city council meetings). Benefits: * Full-Time Salary Position

Carvana

Manager, Real Estate

Tempe, AZ

Lead team of Associates in site selection and market analysis, including demographic reports ... use, planning commission and city council meetings). Benefits: * Full-Time Salary Position

Carvana

Manager, Real Estate

Tempe, AZ · On-site

Lead team of Associates in site selection and market analysis, including demographic reports ... use, planning commission and city council meetings). Benefits: * Full-Time Salary Position

Five Below

Real Estate Analyst, West

Phoenix, AZ

Just ask any of our over 27,000 associates who work at Five Below and they'll tell you there's no ... planning • Preparation of detailed LOI's, comprehensive site approval packages and other ...

Carvana

Manager, Real Estate

Tempe, AZ · On-site

Lead team of Associates in site selection and market analysis, including demographic reports ... use, planning commission and city council meetings). Benefits: * Full-Time Salary Position

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Estate Planning Associate information

What is an estate planning associate?

Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.

What are some typical challenges faced by estate planning associates when working with clients?

Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.

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

To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.

What are the most commonly searched types of Estate Planning jobs in Arizona?

The most popular types of Estate Planning jobs in Arizona are:

What cities in Arizona are hiring for Estate Planning Associate jobs?

Cities in Arizona with the most Estate Planning Associate job openings:

Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in Arizona as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% In-person job distribution.

Associate Attorney

Sorrell Law Group PLC

Scottsdale, AZ • On-site

Urgent

$80K - $175K/yr (+ commission)

Full-time

Medical, Retirement, PTO

Re-posted 7 days ago

Job description

We are seeking an experienced Associate Attorney with a strong background in business transactions, tax planning, and IRS dispute resolution to support our expanding client base of families and business owners. The ideal candidate will also have experience assisting with probate and trust administration

Responsibilities:

  • Advise clients on business transactions, including entity formation, contract drafting/review, mergers, acquisitions, and related corporate matters.

  • Represent clients in IRS dispute resolution, including audits, appeals, collections, and related controversies.

  • Support clients with probate and trust administration, including court filings, required notices, and guiding personal representatives and trustees through the process.

  • Assist with guardianship, conservatorship, and contested probate litigation when needed.

  • Prepare estate planning documents—such as revocable and irrevocable trusts, wills, and powers of attorney—when assisting the estate planning team.

  • Stay current on Arizona and federal tax, business, probate, and estate planning laws.

  • Collaborate with team members to deliver high-quality, detail-oriented, and compassionate legal service.

Compensation:

  • Production-based pay structure with performance bonus.

  • Salary range is $125,000 - $175,000, plus bonus based on production, commensurate with experience and performance.

Requirements:

  • 5 years of experience in business transactions, tax planning, or IRS dispute resolution (experience in probate and estate planning is a plus).

  • Strong knowledge of federal tax law and Arizona business law; familiarity with Arizona probate code and estate planning best practices preferred.

  • Excellent drafting, negotiation, and client counseling skills, with the ability to explain complex legal concepts clearly.

  • Active member in good standing with the Arizona State Bar.

Skills:

  • Strong legal research skills using resources such as Lexis-Nexis and Westlaw.

  • Strong writing and communication skills, especially in client-facing settings.

  • Ability to organize and manage multiple estate planning and probate matters simultaneously.

  • Empathy and professionalism in working with families and individuals through sensitive planning discussions.

  • Exceptional attention to detail in document preparation and file management.

What We Offer You:

Benefits 

  • Health insurance stipend to join group plan
  • 401(k) with company matching
  • Paid time off (PTO)

Pay: 80-90k

Company Description

Sorrell Law is a boutique law firm assisting clients with tax, business, estate planning, and probate matters. We are growing and building a team of highly experienced professionals at our new office in north Scottsdale, Arizona. Our mission is to help families and business owners live happier lives, with confidence that their businesses, families, and legacies are protected.