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Estate Planning Notary Jobs (NOW HIRING)

Safeguard Estate and Financial

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Case Manager - Estate Planning

Scottsdale, AZ · On-site

$24 - $25/hr

Case Manager - Estate Planning Safeguard Estate Planning | Scottsdale, AZ Full-Time | In-Office ... Notary Requirement The successful candidate will be required to become an Arizona Notary Public ...

Law Firm

Estate Planning Paralegal

Tustin, CA · On-site

$55K - $70K/yr

Notarize estate planning documents * Perform some legal research * Assist with phone answering and intake * Calendaring and scheduling appointments * Input legal costs into client files using legal ...

Law Firm

Estate Planning Paralegal

Tustin, CA · On-site

$55K - $70K/yr

Notarize estate planning documents * Perform some legal research * Assist with phone answering and intake * Calendaring and scheduling appointments * Input legal costs into client files using legal ...

Law Mom

Estate Planning Paralegal

Duxbury, MA · On-site

$83K/yr

Notary Public or willingness to become a Notary. Who Will Thrive Here: You are. * Detail-oriented ... of estate planning paralegal experience will be considered. Please send your resume to Olivia ...

Elder Law Firm

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Estate Planning Paralegal

Melbourne, FL · On-site

Current Notary Public commission. * Previous experience preparing estate planning documents, coordinating signings, managing client communication, and maintaining attorney calendars. Job Type ...

Vaco LLC

Estate Planning Paralegal

Jacksonville, FL · On-site

Coordinate execution and notarization of estate planning documents. Assist attorneys with client meetings, follow-up communications, and case status updates. Perform additional administrative and ...

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Estate Planning Notary information

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$34.5K

$61.1K

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How much do estate planning notary jobs pay per year?

As of Sep 10, 2026, the average yearly pay for estate planning notary in the United States is $61,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $69,500.00 per year, depending on experience, location, and employer.

What is an estate planning notary?

Estate Planning Notaries are specialized notaries who help individuals and families authenticate and witness important legal documents related to estate planning, such as wills, trusts, powers of attorney, and advance healthcare directives. Their role ensures that these documents are legally binding and properly executed according to state laws. Estate Planning Notaries may also provide guidance on the notarization process but do not offer legal advice unless they are also licensed attorneys. They play a crucial part in protecting clients' assets and ensuring their wishes are clearly documented and enforceable.

How does an estate planning notary typically collaborate with attorneys and clients during the estate planning process?

An Estate Planning Notary often works closely with attorneys and clients to ensure that legal documents, such as wills, trusts, and powers of attorney, are properly executed and legally binding. They coordinate with attorneys to verify the accuracy and completeness of documents, and they guide clients through the signing process, ensuring that all parties understand their roles and obligations. Building trust and maintaining confidentiality are essential, as the notary frequently handles sensitive personal and financial information. This collaborative environment helps ensure that clients' wishes are accurately reflected and legally protected.

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

To thrive as an Estate Planning Notary, you need a thorough understanding of estate law, document preparation, and notarization procedures, typically supported by a notary commission and relevant legal training. Familiarity with estate planning software, digital signature tools, and secure document management systems is commonly required. Attention to detail, discretion, and strong interpersonal communication skills set top performers apart in this role. These skills ensure the accuracy, legality, and confidentiality of sensitive estate documents, protecting clients’ interests and maintaining trust.

What is the difference between Estate Planning Notary vs Notary Public?

AspectEstate Planning NotaryNotary Public
CredentialsNotary commission, specialized training in estate documentsCommissioned by state, general notary training
Work EnvironmentLegal offices, estate planning firms, client homesPublic settings, legal, financial, or government offices
Industry UsagePrimarily in estate planning, legal document notarizationBroad, including legal, real estate, financial transactions

While both roles involve notarizing documents, Estate Planning Notaries specialize in estate-related legal documents and often have additional training. Notary Publics serve a wider range of notarization needs across various industries. The estate planning notary's expertise ensures proper handling of estate documents, making them essential in estate planning processes.

What does an estate planning notary do for estate planning?

An estate planning notary verifies the signing of legal documents related to estate plans, such as wills and trusts, ensuring they are signed voluntarily and correctly. They also authenticate signatures and may provide guidance on document execution requirements, helping to prevent fraud and ensure legal validity.

What are popular job titles related to Estate Planning Notary jobs?

For Estate Planning Notary jobs, the most frequently searched job titles are:

Infographic showing various Estate Planning Notary job openings in the United States as of September 2026, with employment types broken down into 82% Full Time, 6% Part Time, 6% Contract, and 6% Summer. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $61,134 per year, or $29.4 per hour.

Case Manager - Estate Planning

Scottsdale, AZ • On-site

Safeguard Estate and Financial
See more jobs at Safeguard Estate and Financialexternal

$24 - $25/hr

Full-time

PTO

Posted 12 days ago

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Job description

Case Manager – Estate Planning

Safeguard Estate Planning | Scottsdale, AZ
Full-Time | In-Office

Safeguard Estate Planning is seeking a highly organized, personable, and dependable Case Manager to join our Scottsdale office.

Our Case Managers play an important role in the client experience. You will work directly with clients throughout the estate planning process, helping them complete necessary information, coordinating appointments and documentation, answering questions, and making sure each client continues moving smoothly through the process.

This is an excellent position for someone who enjoys working with people, is extremely organized, communicates well, and takes ownership of getting things done.

What You'll Do

  • Serve as a primary point of contact for estate planning clients throughout their case.
  • Welcome and onboard new clients after they begin the estate planning process.
  • Guide clients through completing required information and documentation.
  • Communicate with clients by phone, email, and text regarding outstanding items and next steps.
  • Schedule and coordinate client appointments.
  • Prepare and organize files and documentation for client meetings.
  • Track cases and proactively follow up with clients to keep them moving forward.
  • Assist clients with questions and escalate legal or complex matters to the appropriate team member.
  • Coordinate with attorneys, advisors, and other Safeguard team members.
  • Maintain accurate and detailed client records in our systems.
  • Assist with the preparation and execution of estate planning documents.
  • Participate in document signing appointments as needed.
  • Provide a professional, welcoming experience for clients from beginning through completion.
  • Perform additional administrative and client-service responsibilities as needed.

What We're Looking For

  • Excellent communication and interpersonal skills.
  • Strong organizational skills and exceptional attention to detail.
  • Professional and comfortable communicating with clients by phone and in person.
  • Ability to manage multiple clients, appointments, and deadlines simultaneously.
  • Proactive approach—you notice what needs to be done and follow through.
  • Comfortable learning new software and technology.
  • Dependable, professional, and able to work effectively as part of a team.
  • Previous experience in case management, estate planning, a law office, financial services, client services, healthcare administration, or another detail-oriented professional environment is a plus.
  • Estate planning experience is helpful but not required. We will train the right person.

Notary Requirement

The successful candidate will be required to become an Arizona Notary Public within the first 90 days of employment.

Safeguard will provide guidance regarding the process. The employee must be eligible to obtain and maintain an Arizona Notary commission as part of the position.

Schedule

Full-Time, Monday–Friday
This is an in-office position at our Scottsdale location.

About Safeguard Estate Planning

Safeguard Estate Planning helps Arizona families protect their assets, organize their affairs, and create estate plans designed to protect the people who matter most to them.

We are looking for someone who genuinely enjoys helping clients and wants to become an important part of a growing team.

To Apply:
Please submit your resume along with a brief description of why you believe you would be a good fit for a client-facing Case Manager position.

Company Description

We are a reputable and growing estate planning firm with a strong presence in Arizona, known for providing comprehensive financial and legal planning solutions. With a focus on integrity, client education, and customized strategies, we have built a loyal client base and a trusted name in the community.