Estate Planning Attorney
Trusted Estate Planning Attorneys, Phoenix, AZ, United States
Trusted Estate Planning Attorneys is seeking an Attorney to help build our Arizona office and bring a unique estate planning approach to the greater Phoenix area.
This is an opportunity to meet directly with clients, control your income, and have real room for growth.
We believe in working hard, but then leaving work at work — no long hours for the sake of long hours, and no hourly billing or time tracking.
We have a proven system with hands‑on training and mentorship to help you reach your potential. If you can talk with clients and explain complex concepts in simple terms, you will thrive here.
Responsibilities
Meet with potential clients to assess their estate and determine the best course of action
Create new estate plans that require creativity and knowledge of tax consequences
Set up new business entities as part of an estate plan
Handle uncontested probate cases from start to finish
Maintain long‑term client relationships — once a client is assigned to you, they are your client until you leave the firm
Be extremely responsive to emails, texts, and phone calls (occasional contact outside of business hours)
File court documents and track important court dates and case status
Help create, improve, and document workflows, systems, and processes
Network with other professionals to bring new cases into the firm
Create a positive and welcoming atmosphere for clients and staff
Represent the business with integrity, class, and professionalism
Take initiative to add value beyond assigned tasks
Who You Are
High Positive Energy — no complaining or blaming
Self‑Motivated — you see what needs to get done and do it
Focused — you filter out the noise and execute
Hard Working — efficient during work hours so work stays at work
Professional — in dress, actions, speech, and grooming
Problem Solver — you come with solutions, not just problems
Creative and Willing to Speak Up — you see things differently, and we want to hear it
Goal‑oriented — both inside and outside of work
Organized — you keep files, information, and your office orderly
Punctual — you value time, yours and ours
High Integrity — confidential, and you do what you say
Loyal and Fully Invested — willing to go above and beyond
Family Centered — priorities in line, so you can help other families do the same
Compensation & Benefits
Base salary plus uncapped commissions
Health, Dental, Vision & Life Insurance: 100% covered for the employee; family members can be added at your cost
Company card for networking meals and activities
Free creation and updates of your own estate plan
#J-18808-Ljbffr
This is an opportunity to meet directly with clients, control your income, and have real room for growth.
We believe in working hard, but then leaving work at work — no long hours for the sake of long hours, and no hourly billing or time tracking.
We have a proven system with hands‑on training and mentorship to help you reach your potential. If you can talk with clients and explain complex concepts in simple terms, you will thrive here.
Responsibilities
Meet with potential clients to assess their estate and determine the best course of action
Create new estate plans that require creativity and knowledge of tax consequences
Set up new business entities as part of an estate plan
Handle uncontested probate cases from start to finish
Maintain long‑term client relationships — once a client is assigned to you, they are your client until you leave the firm
Be extremely responsive to emails, texts, and phone calls (occasional contact outside of business hours)
File court documents and track important court dates and case status
Help create, improve, and document workflows, systems, and processes
Network with other professionals to bring new cases into the firm
Create a positive and welcoming atmosphere for clients and staff
Represent the business with integrity, class, and professionalism
Take initiative to add value beyond assigned tasks
Who You Are
High Positive Energy — no complaining or blaming
Self‑Motivated — you see what needs to get done and do it
Focused — you filter out the noise and execute
Hard Working — efficient during work hours so work stays at work
Professional — in dress, actions, speech, and grooming
Problem Solver — you come with solutions, not just problems
Creative and Willing to Speak Up — you see things differently, and we want to hear it
Goal‑oriented — both inside and outside of work
Organized — you keep files, information, and your office orderly
Punctual — you value time, yours and ours
High Integrity — confidential, and you do what you say
Loyal and Fully Invested — willing to go above and beyond
Family Centered — priorities in line, so you can help other families do the same
Compensation & Benefits
Base salary plus uncapped commissions
Health, Dental, Vision & Life Insurance: 100% covered for the employee; family members can be added at your cost
Company card for networking meals and activities
Free creation and updates of your own estate plan
#J-18808-Ljbffr