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Estate Planning Associate Jobs in Arizona (NOW HIRING)

Brown & Associates, PLLC

Litigation Paralegal

Gilbert, AZ · On-site

$24 - $28/hr

The firm focuses on consumer law, including real estate, contracts, bankruptcy, and lemon law, as well as personal injury matters and estate planning. We are looking for a highly organized, detail ...

Brown & Associates, PLLC

Litigation Paralegal

Gilbert, AZ · On-site

$24 - $28/hr

The firm focuses on consumer law, including real estate, contracts, bankruptcy, and lemon law, as well as personal injury matters and estate planning. We are looking for a highly organized, detail ...

Deloitte

Tax Senior - Private Wealth

Tempe, AZ

$78K - $96K/yr

... and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax Services. Qualifications Required : * Ability to perform job ...

Brown & Associates, PLLC

Litigation Paralegal

Gilbert, AZ · On-site

$24 - $28/hr

The firm focuses on consumer law, including real estate, contracts, bankruptcy, and lemon law, as well as personal injury matters and estate planning. We are looking for a highly organized, detail ...

RSM

Tax Senior Associate - Real Estate

Phoenix, AZ · On-site

$80K - $100K/yr

We serve a broad array of real estate owners, developers, and investors including public and ... Interact directly with clients handling questions, planning, concerns, etc. * Performing ...

Parallel Advisors

Wealth Strategist

Scottsdale, AZ · On-site

$65K - $75K/yr

The Wealth Strategist at Parallel Advisors is an associate level role within a fast-growing ... estate planning attorneys on a regular basis. * Assist in organizing work papers, scanning and ...

RSM

Tax Supervisor - Real Estate

Phoenix, AZ

$110K - $144K/yr

Interact directly with clients handling questions, planning, concerns, etc. * Develop, motivate ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

Kinghorn Law

Client Service Coordinator

Tucson, AZ · On-site

$20 - $24/hr

... is a growing estate planning law firm whose mission is to empower individuals and families to ... Associate or higher degree (preferred) * Ability to work regular business hours Monday-Friday ...

Kinghorn Law

Client Service Coordinator

Tucson, AZ · On-site

$20 - $24/hr

... is a growing estate planning law firm whose mission is to empower individuals and families to ... Associate or higher degree (preferred) * Ability to work regular business hours Monday-Friday, with ...

Kinghorn Law

Client Service Coordinator

Tucson, AZ

$20 - $24/hr

... is a growing estate planning law firm whose mission is to empower individuals and families to ... Associate or higher degree (preferred) * Ability to work regular business hoursMonday-Friday, with ...

KINGHORN LAW PLLC

Client Service Coordinator

Tucson, AZ · On-site

$20 - $23/hr

... is a growing estate planning law firm whose mission is to empower individuals and families to ... Associate or higher degree (preferred) * Ability to work regular business hours Monday-Friday, with ...

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All JobsEstate Planning Associate JobsEstate Planning Associate Jobs in Arizona

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:

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.

Sr. Commercial Real Estate Relationship Manager

UMB Financial Corporation

Phoenix, AZ • On-site

$99K - $214K/yr

Full-time

Re-posted 23 days ago

Job description

UMB's success is directly impacted by the growth of our Commercial Real Estate loan portfolio. The team consists of Portfolio Managers, Underwriters, and Relationship Managers. This team manages Commercial Real Estate throughout its life - developing meaningful connections with management of the companies they serve. The vast majority of Commercial Real Estate loans include construction and refinancing of multi-family, office and industrial projects. Always mindful of the changes in the Commercial Real Estate industry, etc., over time that might create a change in their financial service needs. The team takes great pride in seeing a Commercial Real Estate loan project through it's initial planning stage to completion.
As the Sr. Commercial Real Estate Relationship Manager, you will be engaged in non-owner-occupied commercial real estate ("CRE") lending including construction loans, interim loans, permanent loans, and refinancing of real estate loans. Production goals for both new loan originations and deposits will be assigned.
How you will spend your time:
  • Serve as an expert on CRE loans for the market.

  • Generate new CRE loan and cross-sell opportunities with new and existing clients as well as underwrite the collateral property, market and guarantor; structure the loan; prepare the loan approval package; present the request to loan committee for consideration; and negotiate and document the loan in conjunction with the assigned Loan Closing Coordinator and outside legal counsel (as applicable).

  • Oversight and mentoring of junior CRE lender(s) in the market, which may include providing training as needed as well as participating in discussions re their loan opportunities and relationships, etc.

  • Oversight of a portfolio of CRE loans, which includes the following responsibilities:

  • In conjunction with the Construction Loan Disbursement Group, review monthly construction loan draw requests to ensure construction remains on budget and on schedule.

  • In conjunction with the assigned REG Portfolio Manager, monitor the collateral property performance to ensure absorption, operating performance, etc meet covenant requirements and are consistent with the approval and appraisal assumptions.

  • In conjunction with the assigned REG Portfolio Manager, prepare renewals, modifications (as applicable) and annual reviews of the loans.

  • In conjunction with the assigned REG Portfolio Manager, perform regular reviews of property and guarantor financial condition to ensure the highest credit quality as well as the continued appropriateness of the risk rating. Recommend risk rating adjustments as needed.

  • Some travel to California and / or New Mexico may be necessary.

  • Represent UMB as the senior CRE lender in the market

  • Other duties as assigned.

We are excited to talk to you if:
  • Bachelor's degree or equivalent experience in related field

  • 7+ years Commercial Real Estate lending and underwriting experience

  • Demonstrates expert knowledge of CRE credit and underwriting

  • Demonstrates strong attention to detail

  • Demonstrates strong knowledge of bank products, services, and bank operations

  • Demonstrates ability to be self-starter and show initiative

  • Demonstrates excellent communication skills (verbal & written)

  • Demonstrates ability to prospect and network at various levels within the company

  • Demonstrates strong connectivity with local commercial real estate development network

  • Demonstrates ability to manage time and projects effectively

  • Demonstrates proficiency in Word, Excel, PowerPoint

Compensation Range:
$99,750.00 - $214,370.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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